# JB WEALTH & STRATEGY LTD (13554502)

> JB WEALTH & STRATEGY LTD is an active private limited company (company number 13554502) incorporated on 9 August 2021, registered in Mexborough. Its registered activity is financial management (SIC 70221). Latest small accounts cover the period ending 31 August 2025, showing net assets of £1,041 and cash of £6,340, with 2 employees on average. Net assets rose 428% on the prior period (£197).

- Status: Active
- Incorporated: 2021-08-09
- Registered office: Mexborough, S64 8AP
- SIC 70221: Financial management
- Next accounts due: 2027-05-31
- Confirmation statement due: 2027-08-23
- Accounts type: TOTAL EXEMPTION FULL

By net assets it sits in the lower half of 198 comparable companies in Sheffield (median £8,977, upper quartile £55k).

## Accounts (as filed)

| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 2025-08-31 | £1,041 | £6,340 | — | £35k | — | — | 2 |
| 2024-08-31 | £197 | £4 | — | £20k | — | — | 2 |

current ratio 0.18; size band micro.

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

- Net assets above zero: Net assets £1,041 at 31 August 2025
- Net assets up 10% or more on the prior period: +428.4% vs prior period
- Current assets below creditors within one year: Current ratio 0.18
- Incorporated five or more years ago: Incorporated 9 August 2021

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

## Persons with significant control

- Mr James Robert Baldry — owns 50–75% of shares; holds 50–75% of voting rights; can appoint or remove directors, since 2021-08-09

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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/13554502
HTML: https://firmoscan.com/company/13554502-jb-wealth-strategy-ltd