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Charles Jones Wealth Management Limited

10295038

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

BURY LODGE, STOWMARKET, IP14 1JA
Incorporated 25/07/2016

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Charles Jones

director · Since 25/07/2016

INDEPENDANT FINANCIAL ADVISER

BRITISH · ENGLAND · Age 35

Mrs Beth Alice Jones

director · Since 31/01/2020

HEALTH VISITOR

BRITISH · ENGLAND · Age 35

Also on 1 other board

Persons with Significant Control

Charles Jones

75–100% shares
75–100% votes

British · England · Age 35

Bury Lodge, Bury Road, Stowmarket, IP14 1JA

Notified 25/07/2016

Former PSCs

Mrs Beth Alice Jones

Ceased 05/08/2022

CompanyRankvs 8486+ SIC 64999 peers
61

Financial strength78th percentile among SIC peers · 20/25
Employees90th percentile among SIC peers · 14/15
LiquidityCurrent ratio 0.2× · 2/20
Longevity10 years trading (max 15) · 10/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength20/25 pts

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

Employees14/15 pts

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

Liquidity2/20 pts

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

Longevity10/15 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 31/07/2025

Net Worth

£98k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

-£113k

Working capital

Current Assets

£29k

Current Liabilities

£142k

Fixed Assets

£844k

5avg. employees

Balance Sheet

Assets less current liabilities£731k
Prepared with VT Final Accounts

EstimatesDerived

YearCurrent RatioImplied Profit
20250.20+£0
20250.20-£6k
20240.69+£51k
20230.50+£13k
20220.20+£13k
20211.82

Derived from filed accounts. Not audited figures.