£418
−91%vs Aug 2024Active12141652Private limited companyMaghull
JAMES CASE WEALTH MANAGEMENT LTD
Significant control: Jamie Case (25–50%), Lynne Steele (25–50%)
From public filings as at 31 Aug 2026; may contain errors or be out of date.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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Registered activity: Activities of financial services holding companies (SIC 64205). We’re building product and service lists for UK companies. Get this one when it’s ready.
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01
Summary
JAMES CASE WEALTH MANAGEMENT LTD is an active private limited company (company number 12141652) incorporated on 6 August 2019, registered in Maghull. Its registered activity is activities of financial services holding companies (SIC 64205). Latest small accounts cover the period ending 31 August 2025, showing net assets of £418 and cash of £24k, with 1 employee on average. Net assets fell 91% on the prior period (£4,651).
Peer position · net assets
By net assets it sits in the upper half of 3,592 comparable companies in the UK (median £100, upper quartile £70k).
02
Ownership and control
- Mr Jamie Case
- owns 25–50% of shares
- holds 25–50% of voting rights
- can appoint or remove directors
- Miss Lynne Steele
- 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
- 6 August 20197 yrs ago
- Next accounts due
- 31 May 2027in 218 days
- Confirmation statement due
- 20 August 2027in 299 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 64205
- Activities of financial services holding companies
- Accounts type
- Total Exemption Full
- Size band
- MicroCompanies Act thresholds
05
Financials
£24k
−13%vs Aug 2024Not reported
1
−50%vs Aug 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 August 2025 | £418 | £24k | £710 | — | — | — | 1 |
| 31 August 2024 | £4,651 | £28k | £0 | — | — | — | 2 |
Cash per employee£24kCash ÷ average employees
Figures as filed in iXBRL accounts at Companies House. "—" means the line was not reported in that filing.
06
Filing and accounts signals
- Net assets above zeroNet assets £418 at 31 August 2025
- Net assets down 25% or more on the prior period-91.0% vs prior period
- Incorporated five or more years agoIncorporated 6 August 2019
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 299 days
- Next accounts duein 218 days
- Accounts period endNet assets £418 · small accounts
- Accounts period endNet assets £4,651 · small accounts
- Incorporated
08
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All companies incorporated on 6 August 2019 · in Aug 2019.
09
Reminders for JAMES CASE WEALTH MANAGEMENT LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.