JMS WEALTH MANAGEMENT LTD
Significant control: Justin Stevens (50–75%)
From public filings as at 31 Aug 2026; may contain errors or be out of date. Verify at Companies House · Terms
Watch this company
Get an email when Companies House records a change for Jms Wealth Management Ltd: status, filings, accounts, officers or owners. Free.
Not live yet: alerts start by 15 December 2026. We store your email and this company number only, for these alerts. If alerts don’t launch, we tell you and delete your address. Privacy
What does Jms Wealth Management Ltd sell?
Registered activity: Activities auxiliary to financial intermediation n.e.c. (SIC 66190). We’re building product and service lists for UK companies. Get this one when it’s ready.
Summary
JMS WEALTH MANAGEMENT LTD is an active private limited company (company number 13319119) incorporated on 7 April 2021, registered in Dorchester. Its registered activity is activities auxiliary to financial intermediation n.e.c. (SIC 66190). Latest micro accounts cover the period ending 31 October 2024, showing net assets of £835k, with 3 employees on average. As micro-entity accounts, no profit and loss account is filed, so turnover and profit are not public. Net assets rose 19% on the prior period (£700k).
By net assets it sits in the top quarter of 871 comparable companies in Other (median £6,312, upper quartile £57k).
Ownership and control
- Mr Justin Stevens
- owns 50–75% of shares
- holds 50–75% of voting rights
- can appoint or remove directors
- Mr Matthew Paul Riggs
- owns 25–50% of shares
- holds 25–50% of voting rights
- can appoint or remove directors
- Mrs Faye Madeline Riggs
- owns 25–50% of shares
- holds 25–50% of voting rights
- can appoint or remove directors
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.
Key dates
- Incorporated
- 7 April 20215 yrs ago
- Next accounts due
- 31 July 202687 days overdue
- Confirmation statement due
- 21 April 2027in 177 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
Activity
- SIC 66190
- Activities auxiliary to financial intermediation n.e.c.
- Accounts type
- Micro Entity
- Size band
- MicroCompanies Act thresholds
Financials
| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 October 2024 | £835k | — | — | £157k | — | — | 3 |
| 31 October 2023 | £700k | — | — | £246k | — | — | 3 |
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.
Filing and accounts signals
- Net assets above zeroNet assets £835,205 at 31 October 2024
- Net assets up 10% or more on the prior period+19.4% vs prior period
- Current assets at least 1.5× creditors within one yearCurrent ratio 10.77
- Incorporated five or more years agoIncorporated 7 April 2021
- Accounts past their due dateDue 31 July 2026
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.
Timeline
- Confirmation statement duein 177 days
- Next accounts due87 days overdue
- Accounts period endNet assets £835k · micro accounts
- Accounts period endNet assets £700k · micro accounts
- Incorporated
Similar companies in the UK
- PARKER FINANCIAL ADVICE LTDCheltenham · inc. Apr 2021
- MACRO ALGOTECH LTDBournemouth · inc. Apr 2021
- HW FINANCIAL SOLUTIONS LTDChippenham · inc. Mar 2021
- TOPUP SERVICE LTDPenrith · inc. Apr 2021
- FLOURISH WEALTH LTDPoole · inc. Apr 2021
- MANGU WEALTH MANAGEMENT LIMITEDBlakeney · inc. Apr 2021
All companies incorporated on 7 April 2021 · in Apr 2021.
Reminders for JMS WEALTH MANAGEMENT LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.