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David Jones Wealth Management Limited

16252057

active
Private Limited Company
england wales
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

31 WELLINGTON RD, NANTWICH, CW5 7ED
Incorporated 14/02/2025

Compliance

Next accounts due

14/11/2026

On track

Confirmation statement

Last: 13/02/2026

Due 27/02/2027

On track

Industry

66190
Other activities auxiliary to financial services

Officers

Mrs Tracey Anne Fulham-Jones

secretary · Since 14/02/2025

Mr David Jones

director · Since 14/02/2025

DIRECTOR

BRITISH · UNITED KINGDOM · Age 58

Persons with Significant Control

Mr David Jones

25–50% shares
25–50% votes

British · United Kingdom · Age 58

31, Wellington Rd, Nantwich, CW5 7ED

Notified 14/02/2025

Mrs Tracey Anne Fulham-Jones

25–50% shares
25–50% votes

British · United Kingdom · Age 56

31, Wellington Rd, Nantwich, CW5 7ED

Notified 14/02/2025

CompanyRankvs 4557+ SIC 66190 peers
42

Financial strength28th percentile among SIC peers · 7/25
Employees37th percentile among SIC peers · 6/15
LiquidityCurrent ratio 1.48× · 12/20
Longevity2 years trading (max 15) · 2/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength7/25 pts

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

Employees6/15 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.

Longevity2/15 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 28/02/2026

Net Worth

£100

Balance sheet strength

Cash

£27k

Cash in the bank

Net Current Assets

£14k

Working capital

Current Assets

£42k

Current Liabilities

£29k

Debtors

£15k

1avg. employees
Prepared with CCH Software

EstimatesDerived

YearCurrent Ratio
20261.48

Derived from filed accounts. Not audited figures.