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J T Wealth Management Limited

08324879

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

1 COLLETON CRESCENT, EXETER, EX2 4DG
Incorporated 10/12/2012

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66110
Administration of financial markets

Officers

Mrs Amy Tipper

director · Since 10/12/2012

DIRECTOR

BRITISH · ENGLAND · Age 43

Mr Jonathan Alexander Tipper

director · Since 10/12/2012

DIRECTOR

BRITISH · UNITED KINGDOM · Age 52

Persons with Significant Control

Mrs Amy Tipper

25–50% shares
25–50% votes

British · United Kingdom · Age 43

1 Colleton Crescent, Exeter, EX2 4DG

Notified 06/04/2016

Mr Jonathan Alexander Tipper

25–50% shares
25–50% votes

British · United Kingdom · Age 52

1 Colleton Crescent, Exeter, EX2 4DG

Notified 10/12/2016

CompanyRankvs 175+ SIC 66110 peers
76

Financial strength76th percentile among SIC peers · 19/25
Employees79th percentile among SIC peers · 12/15
LiquidityCurrent ratio 1.5× · 16/20
Longevity14 years trading (max 15) · 14/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength19/25 pts

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

Employees12/15 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.

Longevity14/15 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 31/03/2026

Net Worth

£24k

Balance sheet strength

Cash

£42k

Cash in the bank

Net Current Assets

£20k

Working capital

Current Assets

£59k

Current Liabilities

£39k

Fixed Assets

£5k

Debtors

£18k

2avg. employees

Balance Sheet

Intangible assets£3k
Assets less current liabilities£25k
Prepared with Digita Accounts Production Advanced

EstimatesDerived

YearCurrent RatioImplied Profit
20261.50-£7k
20251.63+£18k
20241.12+£3k
20231.02-£15k
20220.84+£11k
20210.49

Derived from filed accounts. Not audited figures.