Back to search

J.M. Wealth Planning Limited

10431173

active
Private Limited Company
Companies House
Health Score
85 / 100

Healthy

25/30
Filing
20/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)

Details

7 LONDON ROAD, NEATH, SA11 1HB
Incorporated 17/10/2016

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mrs Susan Mary Jones

director · Since 17/10/2016

COMPANY DIRECTOR

BRITISH · UNITED KINGDOM · Age 61

Also on 1 other board

Mr Paul Roy Morris

director · Since 17/10/2016

COMPANY DIRECTOR

BRITISH · UNITED KINGDOM · Age 57

Persons with Significant Control

Mr Paul Roy Morris

Significant control

British · United Kingdom · Age 57

45, Alfred Street, West Glamorgan, SA11 1EH

Notified 17/10/2016

Mrs Susan Mary Jones

Significant control

British · United Kingdom · Age 61

45, Alfred Street, West Glamorgan, SA11 1EH

Notified 17/10/2016

Former PSCs

Mr Stephen Hubbuck

Ceased 29/08/2018

Mrs Jennifer Joy Melly

Ceased 29/08/2018

CompanyRankvs 4223+ SIC 64999 peers
73

Financial strength63th percentile among SIC peers · 16/25
Employees80th percentile among SIC peers · 12/15
LiquidityCurrent ratio 2.02× · 20/20
Longevity10 years trading (max 15) · 10/15
Filing complianceAll filings up to date · 15/15
Show leaderboard
How is this score calculated?
Financial strength16/25 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.

Liquidity20/20 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 31/12/2024

Net Worth

£21k

Balance sheet strength

Cash

£73k

Cash in the bank

Net Current Assets

£41k

Working capital

Current Assets

£82k

Current Liabilities

£40k

Fixed Assets

£48k

Debtors

£9k

3avg. employees-1

Tax at Year End

Corp tax£23k

Balance Sheet

Assets less current liabilities£89k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20242.02-£8k
20232.33-£7k
20223.69-£4k
20212.75

Derived from filed accounts. Not audited figures.