£46k
+111%vs Nov 2024ActiveSC550645Private limited companyKirkcaldy
JRW FINANCIAL MANAGEMENT LTD
Significant control: Cbpe Capital X Gp LLP (50–75%), Cbpe Capital LLP (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From public filings as at 31 Aug 2026; may contain errors or be out of date.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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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
JRW FINANCIAL MANAGEMENT LTD is an active private limited company (company number SC550645) incorporated on 18 November 2016, registered in Kirkcaldy. Its registered activity is activities of financial services holding companies (SIC 64205). Latest small accounts cover the period ending 31 January 2026, showing net assets of £46k and cash of £12k, with 4 employees on average. Net assets rose 111% on the prior period (£22k).
Peer position · net assets
By net assets it sits in the upper half of 430 comparable companies in Other (median £321, upper quartile £72k).
02
Ownership and control
- Cbpe Capital X Gp Llp
- owns 50–75% of shares
- Cbpe Capital Llp
- owns 50–75% of shares
- holds 75–100% of voting rights
- Mr Ian Walsh
- owns 50–75% of shares
- holds 50–75% of voting rights
- can appoint or remove directors
- Karen Walsh
- 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
- 18 November 20169 yrs ago
- Next accounts due
- 31 October 2027in 368 days
- Confirmation statement due
- 2 December 2026in 35 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
£12k
−65%vs Nov 2024Not reported
4
−20%vs Nov 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 January 2026 | £46k | £12k | £91k | £57k | — | — | 4 |
| 30 November 2024 | £22k | £35k | £4,899 | £18k | — | — | 5 |
Current ratio1.8Current assets ÷ creditors within one year
Cash per employee£3,046Cash ÷ 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 £45,809 at 31 January 2026
- Net assets up 10% or more on the prior period+111.5% vs prior period
- Current assets at least 1.5× creditors within one yearCurrent ratio 1.8
- Incorporated five or more years agoIncorporated 18 November 2016
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
- Next accounts duein 368 days
- Confirmation statement duein 35 days
- Accounts period endNet assets £46k · small accounts
- Accounts period endNet assets £22k · small accounts
- Incorporated
08
Similar companies in the UK
- TREBUCHET INVESTMENTS (UK) LIMITEDStafford · inc. Dec 2016
- BGL (HOLDINGS) LIMITEDPeterborough · inc. Oct 2016
- HNF FINANCIAL SOLUTIONS LTDAmersham · inc. Oct 2016
- DECHRA FINANCE AUSTRALIA LIMITEDNorthwich · inc. Sept 2016
- EVENLODE INVESTMENT HOLDING COMPANY LIMITEDEvenlode · inc. Sept 2016
- RAMSAY W (HOLDINGS) LTDColdstream · inc. Sept 2016
All companies incorporated on 18 November 2016 · in Nov 2016.
09
Reminders for JRW FINANCIAL MANAGEMENT LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.