Jlm Independent Wealth Management started in year 2011 as Private Limited Company with registration number 07759663. The Jlm Independent Wealth Management company has been functioning successfully for thirteen years now and its status is active. The firm's office is based in Hitchin at 21a Churchyard. Postal code: SG5 1HP.
The company has 2 directors, namely Julian S., Rory J.. Of them, Rory J. has been with the company the longest, being appointed on 1 September 2011 and Julian S. has been with the company for the least time - from 30 July 2012. As of 26 April 2024, our data shows no information about any ex officers on these positions.
| Office Address | 21a Churchyard |
| Town | Hitchin |
| Post code | SG5 1HP |
| Country of origin | United Kingdom |
| Registration Number | 07759663 |
| Date of Incorporation | Thu, 1st Sep 2011 |
| Industry | Other business support service activities not elsewhere classified |
| End of financial Year | 31st March |
| Company age | 13 years old |
| Account next due date | Sun, 31st Dec 2023 (117 days after) |
| Account last made up date | Thu, 31st Mar 2022 |
| Next confirmation statement due date | Sun, 14th Jul 2024 (2024-07-14) |
| Last confirmation statement dated | Fri, 30th Jun 2023 |
Position: Director
Appointed: 30 July 2012
Position: Director
Appointed: 01 September 2011
The list of PSCs who own or control the company consists of 2 names. As we discovered, there is Rory J. The abovementioned PSC and has 50,01-75% shares. The second one in the PSC register is Julian S. This PSC owns 25-50% shares.
Rory J.
| Notified on | 30 June 2016 |
| Nature of control: |
50,01-75% shares |
Julian S.
| Notified on | 30 June 2016 |
| Nature of control: |
25-50% shares |
| Profit & Loss | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Accounts Information Date | 2012-03-31 | 2015-03-31 | 2016-03-31 | 2017-03-31 | 2018-03-31 | 2019-03-31 | 2020-03-31 | 2021-03-31 | 2022-03-31 | 2023-03-31 |
| Net Worth | 1 | 9 127 | 457 | |||||||
| Balance Sheet | ||||||||||
| Cash Bank On Hand | 159 707 | 246 959 | ||||||||
| Current Assets | 15 331 | 14 223 | 35 136 | 56 039 | 58 270 | 136 024 | 211 535 | 218 142 | 766 971 | |
| Debtors | 58 435 | 520 012 | ||||||||
| Net Assets Liabilities | 11 825 | 11 104 | 209 | 62 285 | 123 751 | 388 660 | 656 460 | |||
| Other Debtors | 7 732 | 7 732 | ||||||||
| Property Plant Equipment | 1 349 | |||||||||
| Cash Bank In Hand | 1 | 15 331 | 14 223 | |||||||
| Net Assets Liabilities Including Pension Asset Liability | 1 | 9 127 | 457 | |||||||
| Reserves/Capital | ||||||||||
| Called Up Share Capital | 100 | 100 | ||||||||
| Profit Loss Account Reserve | 9 027 | 357 | ||||||||
| Shareholder Funds | 1 | 9 127 | 457 | |||||||
| Other | ||||||||||
| Version Production Software | 2 023 | |||||||||
| Accrued Liabilities | 792 | 8 484 | ||||||||
| Accumulated Depreciation Impairment Property Plant Equipment | 2 571 | 2 571 | ||||||||
| Additions Other Than Through Business Combinations Property Plant Equipment | 1 349 | |||||||||
| Amounts Owed By Group Undertakings Participating Interests | 512 280 | |||||||||
| Amounts Owed To Group Undertakings Participating Interests | 174 | |||||||||
| Creditors | 24 210 | 45 890 | 58 966 | 74 086 | 87 826 | -170 518 | 111 860 | |||
| Loans From Directors | -278 486 | 882 | ||||||||
| Net Current Assets Liabilities | 9 127 | 457 | 10 926 | 10 149 | 695 | 61 938 | 123 709 | 388 660 | 655 111 | |
| Other Creditors | 26 015 | 26 015 | ||||||||
| Prepayments Accrued Income | 50 703 | |||||||||
| Property Plant Equipment Gross Cost | 2 571 | 3 920 | ||||||||
| Taxation Social Security Payable | 80 987 | 76 479 | ||||||||
| Average Number Employees During Period | 2 | 2 | 2 | |||||||
| Fixed Assets | 899 | 955 | 905 | 347 | 42 | |||||
| Total Assets Less Current Liabilities | 9 127 | 457 | 11 825 | 11 104 | 209 | 62 285 | 123 751 | |||
| Creditors Due Within One Year | 6 204 | 13 766 | ||||||||
| Number Shares Allotted | 1 | 30 | ||||||||
| Par Value Share | 1 | 1 | ||||||||
| Share Capital Allotted Called Up Paid | 1 | 30 | 30 | |||||||
| Type | Category | Free download | |
|---|---|---|---|
| AA |
Total exemption full accounts data made up to 2023-03-31 filed on: 29th, December 2023 |
accounts | Free Download (7 pages) |
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