Back to search

James Bason Wealth Management Limited

12136566

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

6 FALLOWFIELD CRESCENT, WITNEY, OX28 1AF
Incorporated 02/08/2019

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66220
Activities of insurance agents and brokers
66290
Other activities auxiliary to insurance and pension funding

Officers

Mr James Bason

director · Since 02/08/2019

DIRECTOR

BRITISH · ENGLAND · Age 49

Mrs Sharn Bason

director · Since 02/08/2019

DIRECTOR

BRITISH · ENGLAND · Age 59

Persons with Significant Control

Mr James Bason

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

British · England · Age 49

6, Fallowfield Crescent, Witney, OX28 1AF

Notified 02/08/2019

Mrs Sharn Bason

25–50% shares

British · England · Age 59

6, Fallowfield Crescent, Witney, OX28 1AF

Notified 02/08/2019

CompanyRankvs 4114+ SIC 66220 peers
43

Financial strength32th percentile among SIC peers · 8/25
Employees71th percentile among SIC peers · 11/15
LiquidityCurrent ratio 0.39× · 2/20
Longevity7 years trading (max 15) · 7/15
Filing complianceAll filings up to date · 15/15
Show leaderboard
How is this score calculated?
Financial strength8/25 pts

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

Employees11/15 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.

Longevity7/15 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 31/08/2025

Net Worth

£143

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

-£61k

Working capital

Current Assets

£40k

Current Liabilities

£101k

Fixed Assets

£799k

3avg. employees-1

Balance Sheet

Assets less current liabilities£738k
Prepared with Sage Accounts Production Advanced 2023 - FRS102_2023

EstimatesDerived

YearCurrent RatioImplied Profit
20250.39
20240.35-£8k
20230.02-£282
20220.33
20212.30

Derived from filed accounts. Not audited figures.