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Jobling Wealth Management Limited

14663489

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

G1A STEPHENSON, NEWCASTLE UPON TYNE, NE20 9SJ
Incorporated 15/02/2023

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Hugh Raymond Alexander Thompson

director · Since 15/02/2023

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 41

Mr John Joseph Jobling

director · Since 18/05/2023

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 50

Persons with Significant Control

Mr Hugh Raymond Alexander Thompson

25–50% shares
25–50% votes
Appoint directors

British · United Kingdom · Age 41

G1a Stephenson, Prestwick Park, Newcastle Upon Tyne, NE20 9SJ

Notified 15/02/2023

Mr John Joseph Jobling

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

British · United Kingdom · Age 50

G1a Stephenson, Prestwick Park, Newcastle Upon Tyne, NE20 9SJ

Notified 18/05/2023

CompanyRankvs 5842+ SIC 64999 peers
68

Financial strength97th percentile among SIC peers · 24/25
Employees90th percentile among SIC peers · 14/15
LiquidityCurrent ratio 1.26× · 12/20
Longevity3 years trading (max 15) · 3/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength24/25 pts

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

Employees14/15 pts

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

Liquidity12/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity3/15 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 30/06/2025

Net Worth

£2.2M

Balance sheet strength

Cash

£106k

Cash in the bank

Net Current Assets

£37k

Working capital

Current Assets

£178k

Current Liabilities

£141k

Fixed Assets

£3.1M

Debtors

£72k

5avg. employees

Balance Sheet

Intangible assets£3.0M
Assets less current liabilities£3.2M

EstimatesDerived

YearCurrent RatioImplied Profit
20251.26+£0
20251.26+£2.1M
20249.70—

Derived from filed accounts. Not audited figures.