Jwa Financial Planning Ltd
10093080
Healthy
No risk factors detected.
Details
Compliance
Accounts
Confirmation statement
Industry
Officers
director · Since 31/03/2016
INDEPENDENT FINANCIAL ADVISER
BRITISH · WALES · Age 47
Also on 1 other board
director · Since 31/03/2016
PRACTICE MANAGER
BRITISH · UNITED KINGDOM · Age 73
Also on 1 other board
Persons with Significant Control
Jwafp Holdings Ltd
The Embassy, 389 Newport Road, Cardiff, CF24 1TP
Notified 07/12/2023
CompanyRankvs 4622+ SIC 64999 peers71
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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
£137k
Balance sheet strength
Cash
£178k
Cash in the bank
Net Current Assets
£120k
Working capital
Current Assets
£450k
Current Liabilities
£331k
Fixed Assets
£66k
Debtors
£273k
Tax at Year End
Director Loans
Balance Sheet
EstimatesDerived
| Year | Current Ratio | Implied Profit |
|---|---|---|
| 2025 | 1.36 | +£19k |
| 2024 | 1.39 | -£73k |
| 2023 | 2.49 | -£47k |
| 2022 | 2.32 | +£52k |
| 2021 | 2.72 | +£46k |
| 2020 | 2.87 | +£31k |
| 2019 | 3.32 | — |
Derived from filed accounts. Not audited figures.