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Jb Wealth & Strategy Ltd

13554502

active
Private Limited Company
england wales
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

4 PARK SQUARE NEWTON CHAMBERS ROAD, SHEFFIELD, S35 2PH
Incorporated 09/08/2021

Compliance

Last accounts

31/08/2024

total exemption full

Next accounts due

31/05/2026

On track

Confirmation statement

Last: 08/08/2025

Due 22/08/2026

On track

Industry

70221
Financial management

Officers

Mr James Robert Baldry

director · Since 09/08/2021

DIRECTOR

BRITISH · ENGLAND · Age 38

Also on 1 other board

Sophie Annabel Baldry

director · Since 09/08/2021

DIRECTOR

BRITISH · ENGLAND · Age 35

Persons with Significant Control

Mr James Robert Baldry

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

British · England · Age 38

39/43, Bridge Street, Mexborough, S64 8AP

Notified 09/08/2021

CompanyRankvs 10261+ SIC 70221 peers
47

Financial strength38th percentile among SIC peers · 10/25
Employees74th percentile among SIC peers · 11/15
LiquidityCurrent ratio 0.82× · 6/20
Longevity5 years trading (max 15) · 5/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength10/25 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.

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.

Longevity5/15 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

£197

Balance sheet strength

Cash

£4

Cash in the bank

Net Current Assets

-£4k

Working capital

Current Assets

£17k

Current Liabilities

£20k

Fixed Assets

£5k

Debtors

£17k

2avg. employees

Balance Sheet

Assets less current liabilities£1k
Prepared with CCH Software

EstimatesDerived

YearCurrent Ratio
20240.82
20220.79

Derived from filed accounts. Not audited figures.