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Sean Jones Wealth Management Limited

06813317

active
ltd
england wales
Companies House
Health Score
85 / 100

Healthy

25/30
Filing
20/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)

Details

Clifton House 2 Clifton Centre, Spring Lane South, Malvern, WR14 1BJ
Incorporated 09/02/2009

Previously known as

Sean Jones Ifa Limited · until 18/05/2022

Compliance

Last accounts

28/02/2025

total exemption full

Next accounts due

30/11/2026

On track

Confirmation statement

Last: 07/02/2026

Due 21/02/2027

On track

Industry

66300
Fund management activities

Officers

Mr Sean Patrick Jones

secretary · Since 09/02/2009

BRITISH · ENGLAND · Age 58

Also on 11 other boards

Mr Sean Patrick Jones

director · Since 09/02/2009

FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 58

Also on 11 other boards

Mrs Karen Ann Shirley Jones

director · Since 29/11/2012

ADMINISTRATOR

BRITISH · UNITED KINGDOM · Age 60

Sean Patrick Jones

secretary · Since 09/02/2009

British

Sean Patrick Jones

director · Since 09/02/2009

British · England · Age 58

Karen Ann Shirley Jones

director · Since 29/11/2012

British · United Kingdom · Age 60

Persons with Significant Control

Mr Sean Patrick Jones

25–50% shares

British · England · Age 58

Clifton House, 2 Clifton Centre, Malvern, WR14 1BJ

Notified 08/02/2017

Change History

statusactive
2026-07-19

Active

typeltd
2026-07-19

Private Limited Company

address line1Clifton House 2 Clifton Centre
2026-07-19

CLIFTON HOUSE 2 CLIFTON CENTRE

post townMalvern
2026-07-19

MALVERN

CompanyRankvs 438+ SIC 66300 peers
76

Financial strength62th percentile among SIC peers · 16/25
Employees90th percentile among SIC peers · 14/15
LiquidityCurrent ratio 1.54× · 16/20
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 strength16/25 pts

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

Employees14/15 pts

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

Liquidity16/20 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 28/02/2025

Net Worth

£10k

Balance sheet strength

Cash

-£810

Cash in the bank

Net Current Assets

£14k

Working capital

Current Assets

£40k

Current Liabilities

£26k

Fixed Assets

£12k

Debtors

£41k

4avg. employees

Balance Sheet

Assets less current liabilities£26k
Prepared with Taxfiler

EstimatesDerived

YearCurrent RatioImplied Profit
20251.54+£7k
20240.68
20230.63

Derived from filed accounts. Not audited figures.