JLM INDEPENDENT WEALTH MANAGEMENT LTDActive

Company number 07759663Private limited companyIncorporated 2011

Key figures

£616,940-11.6%
Net assets 2024/25
+58.2%
Average annual growth 2019/20–2024/25
0200 k400 k600 k800 k2019/202020/212021/222022/232023/242024/25

Like most small UK companies, JLM INDEPENDENT WEALTH MANAGEMENT LTD does not publish a profit and loss account in its latest accounts. The figures below come from the balance sheet.

Ratios

2024/25
Balance sheet structure
Current assetsFixed assetsLiabilitiesNet assets
0500 k1 m2019/202020/212021/222022/232023/242024/25
Filed accounts2019/20–2024/25
2020/212021/222022/232023/242024/25
Cash at bank and in hand——246,959198,33858,397
Total assets211,577489,837766,971872,106852,641
Total liabilities87,826—111,860175,459236,150
Net assets / total equity123,751381,868656,460697,546616,940
Average number of employees22000

A dash (—) means no accounts were filed for that year or the item is not in the accounts; 0 is a zero stated in the accounts. Small companies usually file only a balance sheet, so the profit and loss account is often missing.

Summary: JLM INDEPENDENT WEALTH MANAGEMENT LTD

Company

JLM INDEPENDENT WEALTH MANAGEMENT LTD is a private limited company registered with Companies House under company number 07759663. It was incorporated on 1 Sep 2011. Its status is active. The registered office is in Hitchin (SG5). Its nature of business (SIC 2007) is other business support service activities n.e.c. (82990).

Accounts

The latest accounts in the database are for 2024/25 (period ending 31 Mar 2025); the company files small company accounts (filleted). Net assets were £616,940, down 11.6% on the previous year. Cash at bank and in hand was £58,397. Total assets were £852,641 and total liabilities £236,150. The company had an average of 0 employees. Figures are available for 6 financial years (2019/20–2024/25).

Control and charges

One person with significant control is registered.

Filing deadlines

The next accounts are due by 31 Dec 2026. The next confirmation statement is due by 29 Jun 2027.