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James Bourne Wealth Management Limited

10947383

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

FORNELLS, EASTBOURNE, BN20 9DB
Incorporated 05/09/2017

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

65110
Life insurance
65300
65300
66300
Fund management activities

Officers

Mr James Bourne

director · Since 05/09/2017

FINANCIAL ADVISOR

BRITISH · UNITED KINGDOM · Age 46

Mrs Zoe Bourne

director · Since 28/08/2019

PRACTICE MANAGER

BRITISH · ENGLAND · Age 44

Persons with Significant Control

Mr James Bourne

75–100% shares
75–100% votes
Appoint directors

British · United Kingdom · Age 46

Fornells, 21 The Combe, Eastbourne, BN20 9DB

Notified 05/09/2017

Mrs Zoe Bourne

25–50% shares
25–50% votes

British · England · Age 44

Fornells, 21 The Combe, Eastbourne, BN20 9DB

Notified 28/08/2019

CompanyRankvs 365+ SIC 65110 peers
71

Financial strength75th percentile among SIC peers · 19/25
Employees52th percentile among SIC peers · 8/15
LiquidityCurrent ratio 2.27× · 20/20
Longevity9 years trading (max 15) · 9/15
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.

Employees8/15 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.

Longevity9/15 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

£77k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£54k

Working capital

Current Assets

£97k

Current Liabilities

£43k

Fixed Assets

£23k

2avg. employees

Balance Sheet

Assets less current liabilities£77k
Prepared with VT Final Accounts

EstimatesDerived

YearCurrent RatioImplied Profit
20242.27-£8k
20232.84-£34k
20223.09+£16k
20213.02

Derived from filed accounts. Not audited figures.