JBM Wealth Management Ltd
JBM Wealth Management Ltd is an active company incorporated on 24 August 2018 with the registered office located in Exmouth, Devon. JBM Wealth Management Ltd was registered 7 years ago.
Status
Active
Active since incorporation
Company No
11534763
Private limited company
Age
7 years
Incorporated 24 August 2018
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 2 August 2025 (1 month ago)
Next confirmation dated 2 August 2026
Due by 16 August 2026 (11 months remaining)
Last change occurred 6 years ago
Accounts
Submitted
For period 1 Dec ⟶ 30 Nov 2024 (1 year)
Accounts type is Micro Entity
Next accounts for period 30 November 2025
Due by 31 August 2026 (11 months remaining)
Shareholders, PSCs & Group Structure
See who truly controls a company with full PSC, Shareholder, and Group Structure exploration
Brands
JBM Wealth Management, based in Exmouth, Devon, provides independent wealth management and financial planning services for investment, pension, and estate planning needs.
Financials
Net Assets, Total Assets & Total Liabilities (2019–2024)
Period Ended
30 Nov 2024
For period 30 Nov ⟶ 30 Nov 2024
Traded for 12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
2
Same as previous period
Total Assets
£51.07K
Increased by £17.45K (+52%)
Total Liabilities
-£53.68K
Increased by £7.47K (+16%)
Net Assets
-£2.62K
Increased by £9.98K (-79%)
Debt Ratio (%)
105%
Decreased by 32.34% (-24%)
Get Credit Report
Discover JBM Wealth Management Ltd's Credit Score, how much credit you can offer them, and how likely they are to repay you
Repayment History
Understand how businesses repay their debts and see how they're performing year‐on‐year
