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Jamieson Christie Wealth Management Limited

05110737

active
Private Limited Company
Companies House
Health Score
88 / 100

Healthy

30/30
Filing
20/30
Financial
38/40
Risk
  • 1 outstanding charge (-2)

Details

REGENT HOUSE, BALSALL COMMON, CV7 7DN
Incorporated 23/04/2004

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Dominic Peter James O'Brien

director · Since 23/04/2004

FINANCIAL ADVISER

BRITISH · UNITED KINGDOM · Age 61

Also on 1 other board

Mrs Anne Elizabeth O'Brien

secretary · Since 19/02/2007

BRITISH · ENGLAND · Age 58

Also on 3 other boards

Mrs Anne Elizabeth O'Brien

director · Since 01/04/2007

FINANCIAL ADVISERS

BRITISH · ENGLAND · Age 58

Also on 3 other boards

Persons with Significant Control

Mrs Anne Elizabeth O'Brien

25–50% shares
25–50% votes

British · England · Age 58

Regent House, 430-432 Kenilworth Road, Balsall Common, CV7 7DN

Notified 06/04/2016

Mr Dominic Peter James O'Brien

25–50% shares
25–50% votes

British · United Kingdom · Age 61

Regent House, 430-432 Kenilworth Road, Balsall Common, CV7 7DN

Notified 01/05/2016

Charges1 outstanding

charge
satisfied

LLOYDS TSB BANK PLC

Created 30/12/2008Registered 13/10/2012Satisfied 23/08/2022
charge
outstanding

LLOYDS TSB BANK PLC

Created 16/06/2004Registered 19/06/2004

CompanyRankvs 3078+ SIC 64999 peers
65

Financial strength91th percentile among SIC peers · 23/25
Employees16th percentile among SIC peers · 2/15
LiquidityCurrent ratio 2.41× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Outstanding charges -10
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3078Jamieson Christie Wealth Management Limited
75
How is this score calculated?
Financial strength23/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees2/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity20/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity15/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.

Risk deductions

Outstanding charges: -10 pts

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 30/04/2025

Net Worth

£533k

Balance sheet strength

Cash

£271k

Cash in the bank

Net Current Assets

£287k

Working capital

Current Assets

£491k

Current Liabilities

£204k

Fixed Assets

£257k

Debtors

£220k

0avg. employees-22

Tax at Year End

Corp tax£105k

Balance Sheet

Intangible assets£0
Assets less current liabilities£544k
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20252.41+£17k
20242.47+£118k
20231.78-£422k
20223.71+£159k
20213.68—

Derived from filed accounts. Not audited figures.