Jlm Independent Wealth Management Ltd
07759663
Healthy
No risk factors detected.
Details
Compliance
Accounts
Confirmation statement
Industry
Officers
director · Since 01/09/2011
COMPANY DIRECTOR
BRITISH · ENGLAND · Age 54
Also on 13 other boards
Persons with Significant Control
Charlie Puffin Wealth Limited
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 peers76
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How is this score calculated?
Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.
Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.
Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.
One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.
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
EstimatesDerived
| Year | Current Ratio | Implied Profit |
|---|---|---|
| 2025 | 3.61 | -£81k |
| 2024 | 4.97 | +£41k |
| 2023 | 6.86 | +£275k |
| 2022 | 4.54 | +£258k |
| 2021 | 2.41 | +£61k |
| 2020 | 1.84 | — |
| 2019 | 0.99 | — |
Derived from filed accounts. Not audited figures.