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Sjw Wealth Management Ltd

08991739

active
Private Limited Company
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk

No risk factors detected.

Details

11 LOWER WAY, MILTON KEYNES, MK17 9AG
Incorporated 10/04/2014

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66300
Fund management activities

Officers

Mr Scott James White

director · Since 10/04/2014

INDEPENDENT FINANCIAL PLANNER

BRITISH · ENGLAND · Age 46

Lauren Louise White

director · Since 01/05/2025

COMPANY DIRECTOR

BRITISH · ENGLAND · Age 45

Persons with Significant Control

Mr Scott White

Significant control

British · England · Age 46

11, Lower Way, Milton Keynes, MK17 9AG

Notified 01/10/2022

CompanyRankvs 1571+ SIC 66300 peers
45

Financial strength37th percentile among SIC peers · 9/25
Employees58th percentile among SIC peers · 9/15
LiquidityNo balance sheet data · 0/20
Longevity12 years trading (max 15) · 12/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength9/25 pts

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

Employees9/15 pts

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

Liquidity0/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity12/15 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 30/04/2025

Net Worth

£100

Balance sheet strength

Cash

£149k

Cash in the bank

Net Current Assets

£120k

Working capital

Current Assets

Current Liabilities

£29k

Fixed Assets

£20k

1avg. employees

Tax at Year End(2020)

Corp tax£18k

Balance Sheet

Assets less current liabilities£139k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20226.44-£14k
20217.07+£34k
20204.88+£142k
2019-5.95

Derived from filed accounts. Not audited figures.