£16k
+521%vs Nov 2024Active11534763Private limited companyExmouth
JBM WEALTH MANAGEMENT LTD
Significant control: Barry James Martin (50–75%)
From public filings as at 31 Aug 2026; may contain errors or be out of date. Verify at Companies House · Terms
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01
Summary
JBM WEALTH MANAGEMENT LTD is an active private limited company (company number 11534763) incorporated on 24 August 2018, registered in Exmouth. Its registered activity is financial management (SIC 70221). Latest micro accounts cover the period ending 30 November 2025, showing net assets of £16k, with 2 employees on average. As micro-entity accounts, no profit and loss account is filed, so turnover and profit are not public. Net assets rose 521% on the prior period (£2,617). Across the last 3 periods on record the net-asset trend is volatile.
Peer position · net assets
By net assets it sits in the upper half of 1,678 comparable companies in Other (median £5,293, upper quartile £39k).
02
Ownership and control
- Mr Barry James Martin
- owns 50–75% of shares
- holds 50–75% of voting rights
- can appoint or remove directors
- Mrs Philippa Joy Martin
- owns 25–50% of shares
- holds 25–50% of voting rights
Persons with significant control hold 25% or more of shares or voting rights. Smaller shareholdings are only listed in confirmation-statement documents. Directors and secretaries: see the officers list at Companies House.
03
Key dates
- Incorporated
- 24 August 20188 yrs ago
- Next accounts due
- 30 August 2027in 309 days
- Confirmation statement due
- 7 September 2027in 317 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 70221
- Financial management
- Accounts type
- Micro Entity
- Size band
- MicroCompanies Act thresholds
05
Financials
Not reported
Not disclosed
2
No changevs Nov 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 30 November 2025 | £16k | — | — | £38k | — | — | 2 |
| 30 November 2024 | £2,617 | — | — | £45k | — | — | 2 |
| 30 November 2023 | £13k | — | — | £32k | — | — | 2 |
Current ratio1.23Current assets ÷ creditors within one year
Figures as filed in iXBRL accounts at Companies House. "—" means the line was not reported in that filing; micro-entity accounts contain no profit and loss account.
06
Filing and accounts signals
- Net assets above zeroNet assets £16,249 at 30 November 2025
- Net assets up 10% or more on the prior period+520.9% vs prior period
- Three or more accounting periods on record3 periods on record
- Incorporated five or more years agoIncorporated 24 August 2018
Neutral facts read from the register and filed accounts, each with its evidence. They are not a rating, a prediction or advice, and may be incomplete or out of date. How each signal is derived.
07
Timeline
- Confirmation statement duein 317 days
- Next accounts duein 309 days
- Accounts period endNet assets £16k · micro accounts
- Accounts period endNet assets £2,617 · micro accounts
- Accounts period endNet assets £13k · micro accounts
- Incorporated
08
Similar companies in the UK
- PEARSON WEALTH MANAGEMENT LTDSaxmundham · inc. Aug 2018
- BROWN & CO MORTGAGE ADVICE LIMITEDNorwich · inc. Aug 2018
- INTERIMFD LIMITEDPidley · inc. Aug 2018
- ARENA FINANCIAL MANAGEMENT LTD.Andover · inc. Aug 2018
- ARDLEIGHTON CONSULTING LTDDunblane · inc. Aug 2018
- THE SPEY CLUB LTDAviemore · inc. Aug 2018
All companies incorporated on 24 August 2018 · in Aug 2018.
09
Reminders for JBM WEALTH MANAGEMENT LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.