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J.M. WEALTH PLANNING LIMITED Active


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Financial statements of J.M. WEALTH PLANNING LIMITED

According to J.M. WEALTH PLANNING LIMITED latest financial report submitted on 2023-12-31, the company has a Cash of £84,032.00, Total-Assets of £159,222.00 while the Working-Capital is £54,339.00. Compared with the previous year, the company reported a Cash increase of 22.11%, which is an equivalent of -18577. At the same time, the Total-Assets went up by 3.62%, or by -5759.


Year:
2022 Not available
2021 Not available
2020 Not available
2019 Not available

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  • Reporting period

    12

  • Consolidated A/cs

    N

  • Working Capital

    £ 54339

EBITDA

J.M. WEALTH PLANNING LIMITED Business Credit Report

A Business Credit Report for J.M. WEALTH PLANNING LIMITED is available for instant download. The report will provide you with a credit score and credit limit recommendation for J.M. WEALTH PLANNING LIMITED, payment trends, if the company pays their Invoices on time, whether or not the company has any court judgements, ownership and group structure, up to 5 years of financial statements and much more. When you buy a Credit Report from Global Database, you will also have a 7 days free trial to our B2B Sales Platform.


Overall Credit Risk for

J.M. WEALTH PLANNING LIMITED

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Key features

  • Credit Score and Credit Limit
  • Financial accounts for the past 5 years
  • Credit Officers
  • Document Filing history
  • Corporate Ownership
  • Outstanding & Satisfied Mortgages
  • Shareholder Information
  • Company Identity

J.M. WEALTH PLANNING LIMITED Directors and key executives

J.M. WEALTH PLANNING LIMITED currently employs 4 people. Compared with the previous year, the company has reported a staff increase of 0%, which is an equivalent of 0 employees.
In order to view contact information, including emails and phone numbers for all the employees working at J.M. WEALTH PLANNING LIMITED and to export them in XL or to your existing CRM, you can subscribe to our platform here.


Total Employee Count

Total employees

4

100%

1y growth

100%

2y growth

Management Level


100

Middle

Employee Job Title Email Phone Country
Paul Morris Director
****@jm-wealth.com
- GB
Susan Jones Director
*****@jm-wealth.com
- GB

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J.M. WEALTH PLANNING LIMITED Ownership and Group Structure

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J.M. WEALTH PLANNING LIMITED Shareholders and Ultimate Beneficial Owners (UBO)

There are currently 4 people with significant control at J.M. WEALTH PLANNING LIMITED. One of of major shareholders of J.M. WEALTH PLANNING LIMITED is PAUL ROY MORRIS, which owns 25 ORDINARY D shares, with a total value of 25 GBP and SUSAN MARY JONES, which owns 25 ORDINARY B shares, with a total value of 25 GBP and SUSAN MARY JONES, which owns 25 ORDINARY C shares, with a total value of 25 GBP and PAUL ROY MORRIS, which owns 25 ORDINARY A shares, with a total value of 25 GBP.


Name Quantity Share Type Value
PAUL ROY MORRIS
25 ORDINARY D 25 GBP
SUSAN MARY JONES
25 ORDINARY B 25 GBP
SUSAN MARY JONES
25 ORDINARY C 25 GBP
PAUL ROY MORRIS
25 ORDINARY A 25 GBP

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J.M. WEALTH PLANNING LIMITED competitors:

Top 5 similar companies of J.M. WEALTH PLANNING LIMITED are MORGAN STANLEY UK GROUP, NORTHLAND CAPITAL PARTNERS LIMITED, PRIDE MOTOR CONTRACTS LIMITED, SMURFIT WESTROCK PACKAGING UK LIMITED, ARROWPOINT ADVISORY SERVICES LIMITED. View and export all the competitor list of J.M. WEALTH PLANNING LIMITED by upgrading your account here.


MORGAN STANLEY UK GROUP


Revenue
-
Age
49 years
Employees
11-50
Industry
View Financial Services
Website
View http://morgan************

NORTHLAND CAPITAL PARTNERS LIMITED


Revenue
1,172,576.0
Age
34 years
Employees
11-50
Industry
View Financial Services
Website
View http://northl************

PRIDE MOTOR CONTRACTS LIMITED


Revenue
-
Age
27 years
Employees
9
Industry
View Finance & Insurance
Website
View http://pridemotor****************

SMURFIT WESTROCK PACKAGING UK LIMITED


Revenue
-
Age
27 years
Employees
3
Industry
View Financial Services
Website
View https://smurfi*************

ARROWPOINT ADVISORY SERVICES LIMITED


Revenue
-
Age
22 years
Employees
5
Industry
View Banks
Website
View http://livingsto***************

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J.M. WEALTH PLANNING LIMITED news & activities:


Employees

J.M. WEALTH PLANNING LIMITED number of employees has decreased by 0% compared with previous year and now represents a total number of 4.

uk.globaldatabase.com

2023-12-31

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Frequently Asked Questions regarding J.M. WEALTH PLANNING LIMITED


Where is J.M. WEALTH PLANNING LIMITED registered office?

J.M. WEALTH PLANNING LIMITED is located at 7 London Road, United Kingdom.

How can I contact J.M. WEALTH PLANNING LIMITED?

You can call J.M. WEALTH PLANNING LIMITED at the following number +441639******

What is the website of J.M. WEALTH PLANNING LIMITED?

J.M. WEALTH PLANNING LIMITED website is http://jm-wealth.com/

How many people work at J.M. WEALTH PLANNING LIMITED?

According to the latest account statement, there are currently 4 of employees working for J.M. WEALTH PLANNING LIMITED.

What is the Business Credit Score of J.M. WEALTH PLANNING LIMITED and how reliable is the company?

In order to check the business credit score of J.M. WEALTH PLANNING LIMITED, you can request a credit report. You will view the latest credit limit information, ownership, group structure, court judgements and much more.

Does J.M. WEALTH PLANNING LIMITED pay their invoices on time?

By requesting a Business Credit Report for J.M. WEALTH PLANNING LIMITED, you will be able to gain more insights about the J.M. WEALTH PLANNING LIMITED payment trends.

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