# JAMES CASE WEALTH MANAGEMENT LTD (12141652)

> 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).

- Status: Active
- Incorporated: 2019-08-06
- Registered office: Maghull, L31 2HB
- SIC 64205: Activities of financial services holding companies
- Next accounts due: 2027-05-31
- Confirmation statement due: 2027-08-20
- Accounts type: TOTAL EXEMPTION FULL

By net assets it sits in the upper half of 3,592 comparable companies in the UK (median £100, upper quartile £70k).

## Accounts (as filed)

| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 2025-08-31 | £418 | £24k | £710 | — | — | — | 1 |
| 2024-08-31 | £4,651 | £28k | £0 | — | — | — | 2 |

size band micro.

## Filing and accounts signals (facts, not a rating)

- Net assets above zero: Net 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 ago: Incorporated 6 August 2019

How each signal is derived: https://firmoscan.com/methodology

## Persons with significant control

- Mr Jamie Case — owns 25–50% of shares; holds 25–50% of voting rights; can appoint or remove directors, since 2019-08-06
- Miss Lynne Steele — owns 25–50% of shares; holds 25–50% of voting rights, since 2019-08-06

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Source: Companies House register snapshot 2026-08-31, Open Government Licence v3.0. Information may have changed since that date and is not advice or a credit reference; check the official record before relying on it. Official record: https://find-and-update.company-information.service.gov.uk/company/12141652
HTML: https://firmoscan.com/company/12141652-james-case-wealth-management-ltd