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Jdw Wealth Management Ltd

06651052

active
Private Limited Company
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

3 WIGWAM CLOSE, STOCKPORT, SK12 1XF
Incorporated 21/07/2008

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66290
Other activities auxiliary to insurance and pension funding

Officers

Ms Julianna Willmott

director · Since 21/07/2008

DIRECTOR

BRITISH · ENGLAND · Age 54

Also on 1 other board

Persons with Significant Control

Ms Julianna Willmott

75–100% shares
75–100% votes
Appoint directors
Significant control

British · England · Age 54

3, Wigwam Close, Stockport, SK12 1XF

Notified 06/04/2016

CompanyRankvs 1037+ SIC 66290 peers
60

Financial strength49th percentile among SIC peers · 12/25
Employees39th percentile among SIC peers · 6/15
LiquidityCurrent ratio 1.07× · 12/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength12/25 pts

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

Employees6/15 pts

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

Liquidity12/20 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.

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

Key FinancialsYear ending 31/07/2025

Net Worth

£2k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£6k

Working capital

Current Assets

£83k

Current Liabilities

£77k

Fixed Assets

£7k

Debtors

£83k

1avg. employees

Tax at Year End(2023)

Corp tax£12k

Balance Sheet

Assets less current liabilities£13k
Signed by Ms Julianna Willmott 31 October 2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20251.07+£1k
20241.26+£61
20231.16+£42
20221.68—
20212.13—
20202.14—
20190.97—
20180.92—

Derived from filed accounts. Not audited figures.