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Jsa Wealth Management Limited

12164549

active
Private Limited Company
Companies House
Health Score
75 / 100

Some Concerns

25/30
Filing
10/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)
  • Current liabilities exceed current assets (-10)

Details

16 GREAT QUEEN STREET, LONDON, WC2B 5AH
Incorporated 19/08/2019

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66220
Activities of insurance agents and brokers

Officers

Mrs Joanne Wheal

secretary · Since 19/08/2019

Mr Mark Anthony Wheal

director · Since 19/08/2019

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 58

Persons with Significant Control

Mr Mark Anthony Wheal

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

British · England · Age 58

16, Great Queen Street, London, WC2B 5AH

Notified 19/08/2019

Charges0 outstanding

Charge
satisfied

METRO BANK PLC

Created 19/03/2020Registered 20/03/2020Satisfied 16/02/2026

CompanyRankvs 4645+ SIC 66220 peers
42

Financial strength37th percentile among SIC peers · 9/25
Employees30th percentile among SIC peers · 5/15
LiquidityCurrent ratio 0.85× · 6/20
Longevity7 years trading (max 15) · 7/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength9/25 pts

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

Employees5/15 pts

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

Liquidity6/20 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 31/08/2024

Net Worth

£575

Balance sheet strength

Cash

£22k

Cash in the bank

Net Current Assets

-£21k

Working capital

Current Assets

£125k

Current Liabilities

£146k

Fixed Assets

£197k

Debtors

£103k

1avg. employees

Tax at Year End

Corp tax£90k

Balance Sheet

Intangible assets£188k
Bank loans & overdrafts£45k
Assets less current liabilities£175k
Prepared with Caseware UK (AP4) 2024.0.164

EstimatesDerived

YearCurrent RatioImplied Profit
20240.85
20230.90
20220.89
20211.48-£6k
20203.70

Derived from filed accounts. Not audited figures.