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Jj Wealth Management Ltd

10959749

active
Private Limited Company
england wales
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

14 MANOR COURT, TREHARRIS, CF46 5NZ
Incorporated 13/09/2017

Compliance

Last accounts

12/03/2025

micro entity

Next accounts due

12/12/2026

On track

Confirmation statement

Last: 07/09/2025

Due 21/09/2026

On track

Industry

64999
Other financial service activities
65110
Life insurance

Officers

Mr Jason Jones

secretary · Since 13/09/2017

Also on 1 other board

Mr Jason Jones

director · Since 13/09/2017

FINANCIAL ADVISER

BRITISH · UNITED KINGDOM · Age 53

Also on 1 other board

Mrs Leanne Jones

director · Since 13/09/2017

COUNSELLOR

BRITISH · UNITED KINGDOM · Age 49

Persons with Significant Control

Mr Jason Jones

50–75% shares
50–75% votes
Appoint directors

British · United Kingdom · Age 53

Unit B, Imperial Wealth Management Ltd, Upper Boat Trading Estate, Pontypridd, CF37 5BP

Notified 13/09/2017

Mrs Leanne Jones

25–50% shares
25–50% votes

British · United Kingdom · Age 49

Unit B, Imperial Wealth Management Ltd, Upper Boat Trading Estate, Pontypridd, CF37 5BP

Notified 13/09/2017

CompanyRankvs 10781+ SIC 64999 peers
55

Financial strength65th percentile among SIC peers · 16/25
Employees86th percentile among SIC peers · 13/15
LiquidityCurrent ratio 0.09× · 2/20
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 strength16/25 pts

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

Employees13/15 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.

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 12/03/2025

Net Worth

£25k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

-£287k

Working capital

Current Assets

£29k

Current Liabilities

£316k

Fixed Assets

£290k

4avg. employees

Balance Sheet

Assets less current liabilities£3k
Prepared with VT Final Accounts

EstimatesDerived

YearCurrent RatioImplied Profit
20250.09-£18k
20240.07-£35k
20230.19-£13k
20220.43-£18k
20210.41

Derived from filed accounts. Not audited figures.