# JMS WEALTH MANAGEMENT LTD (13319119)

> 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).

- Status: Active
- Incorporated: 2021-04-07
- Registered office: Dorchester, DT1 2RD
- SIC 66190: Activities auxiliary to financial intermediation n.e.c.
- Next accounts due: 2026-07-31
- Confirmation statement due: 2027-04-21
- Accounts type: MICRO ENTITY

By net assets it sits in the top quarter of 871 comparable companies in Other (median £6,312, upper quartile £57k).

## Accounts (as filed)

| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 2024-10-31 | £835k | — | — | £157k | — | — | 3 |
| 2023-10-31 | £700k | — | — | £246k | — | — | 3 |

current ratio 10.77; size band micro.

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

- Net assets above zero: Net 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 year: Current ratio 10.77
- Incorporated five or more years ago: Incorporated 7 April 2021
- Accounts past their due date: Due 31 July 2026

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

## Persons with significant control

- Mr Justin Stevens — owns 50–75% of shares; holds 50–75% of voting rights; can appoint or remove directors, since 2022-03-31

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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/13319119
HTML: https://firmoscan.com/company/13319119-jms-wealth-management-ltd