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Sean Jones Wealth Management Limited

06813317

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

CLIFTON HOUSE 2 CLIFTON CENTRE, MALVERN, WR14 1BJ
Incorporated 09/02/2009

Compliance

Accounts

Up to date

Confirmation statement

Up to date

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 59

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

CompanyRankvs 486+ SIC 66300 peers
75

Financial strength62th percentile among SIC peers · 16/25
Employees89th percentile among SIC peers · 13/15
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.

Employees13/15 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
20220.79+£1k
20211.58+£47
20201.59-£4k
20191.80

Derived from filed accounts. Not audited figures.