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Jlm Independent Wealth Management Ltd

07759663

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

122 WHINBUSH ROAD, HITCHIN, SG5 1PN
Incorporated 01/09/2011

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

82990
Other business support service activities

Officers

Mr Rory Rajan Joseph

director · Since 01/09/2011

COMPANY DIRECTOR

BRITISH · ENGLAND · Age 54

Also on 13 other boards

Persons with Significant Control

Charlie Puffin Wealth Limited

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

122, Whinbush Road, Hitchin, SG5 1PN

Reg: 15563657 · England And Wales · Limited

Notified 14/06/2024

Former PSCs

Mr Rory Rajan Joseph

Ceased 14/06/2024

Mr Julian Guy Charles Seymour

Ceased 01/06/2024

CompanyRankvs 18458+ SIC 82990 peers
76

Financial strength94th percentile among SIC peers · 24/25
Employees15th percentile among SIC peers · 2/15
LiquidityCurrent ratio 3.61× · 20/20
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 strength24/25 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.

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

Key FinancialsYear ending 31/03/2025

Net Worth

£617k

Balance sheet strength

Cash

£58k

Cash in the bank

Net Current Assets

£616k

Working capital

Current Assets

£853k

Current Liabilities

£236k

Fixed Assets

£449

Debtors

£794k

0avg. employees
Prepared with Taxfiler

EstimatesDerived

YearCurrent RatioImplied Profit
20253.61-£81k
20244.97+£41k
20236.86+£275k
20224.54+£258k
20212.41+£61k
20201.84
20190.99

Derived from filed accounts. Not audited figures.