JLM Independent Wealth Management Ltd
JLM Independent Wealth Management Ltd is an active company incorporated on 1 September 2011 with the registered office located in Hitchin, Hertfordshire. JLM Independent Wealth Management Ltd was registered 14 years ago.
Status
Active
Active since 12 years ago
Company No
07759663
Private limited company
Age
14 years
Incorporated 1 September 2011
Size
Micro
Turnover is under £1M
Under 10 employees
Confirmation
Submitted
Dated 15 June 2025 (4 months ago)
Next confirmation dated 15 June 2026
Due by 29 June 2026 (8 months remaining)
Last change occurred 1 year 4 months ago
Accounts
Submitted
For period 1 Apr ⟶ 31 Mar 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 March 2025
Due by 31 December 2025 (2 months remaining)
Shareholders, PSCs & Group Structure
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Mutual Companies
Rory Rajan Joseph is a mutual person.
Active
Rory Rajan Joseph is a mutual person.
Active
Rory Rajan Joseph is a mutual person.
Active
Rory Rajan Joseph is a mutual person.
Active
Rory Rajan Joseph is a mutual person.
Active
Brands
JLM Independent Wealth Management provides Independent Financial Advice (IFA).
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Mar 2024
For period 31 Mar ⟶ 31 Mar 2024
Traded for 12 months
Cash in Bank
£198.34K
Decreased by £48.62K (-20%)
Turnover
Unreported
Same as previous period
Employees
Unreported
Same as previous period
Total Assets
£873.01K
Increased by £104.69K (+14%)
Total Liabilities
-£175.46K
Increased by £63.6K (+57%)
Net Assets
£697.55K
Increased by £41.09K (+6%)
Debt Ratio (%)
20%
Increased by 5.54% (+38%)
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Repayment History
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