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JMS Wealth Management Ltd
JMS Wealth Management Ltd is an active company incorporated on 7 April 2021 with the registered office located in Dorchester, Dorset. JMS Wealth Management Ltd was registered 4 years ago.
Watch Company
Status
Active
Active since
2 years 2 months ago
Company No
13319119
Private limited company
Age
4 years
Incorporated
7 April 2021
Size
Micro
Turnover is under
£1M
Under
10 employees
Confirmation
Submitted
Dated
1 December 2024
(11 months ago)
Next confirmation dated
1 December 2025
Due by
15 December 2025
(1 month remaining)
Last change occurred
2 years 5 months ago
Accounts
Submitted
For period
1 Nov
⟶
31 Oct 2024
(1 year)
Accounts type is
Micro Entity
Next accounts for period
31 October 2025
Due by
31 July 2026
(9 months remaining)
Learn more about JMS Wealth Management Ltd
Contact
Update Details
Address
20 20
Vespasian Way
Dorchester
Dorset
DT1 2RD
United Kingdom
Address changed on
15 Jun 2022
(3 years ago)
Previous address was
Midway House Herrick Way Staverton Cheltenham GL51 6TQ England
Companies in DT1 2RD
Telephone
01329 236693
Email
Unreported
Website
Unreported
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People
Officers
2
Shareholders
3
Controllers (PSC)
1
Mr Justin Stevens
Director • PSC • British • Lives in England • Born in Dec 1972
Mrs Lisa Stevens
Director • British • Lives in England • Born in Oct 1974
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Shareholders, PSCs & Group Structure
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Mutual Companies
No mutual companies found
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Brands
JMS Wealth Management
JMS Wealth Management is a financial advisory service that offers financial planning tailored to individual client needs.
Financials
Net Assets, Total Assets & Total Liabilities (2022–2024)
Period Ended
31 Oct 2024
For period
31 Oct
⟶
31 Oct 2024
Traded for
12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
3
Increased by 1 (+50%)
Total Assets
£1.8M
Decreased by £337.79K (-16%)
Total Liabilities
-£961.24K
Decreased by £380.39K (-28%)
Net Assets
£835.21K
Increased by £42.6K (+5%)
Debt Ratio (%)
54%
Decreased by 9.35% (-15%)
See 10 Year Full Financials
Latest Activity
Micro Accounts Submitted
1 Month Ago on 23 Sep 2025
Confirmation Submitted
9 Months Ago on 8 Jan 2025
Micro Accounts Submitted
1 Year 2 Months Ago on 11 Aug 2024
Accounting Period Shortened
1 Year 9 Months Ago on 31 Jan 2024
Confirmation Submitted
1 Year 9 Months Ago on 31 Jan 2024
Dormant Accounts Submitted
2 Years 2 Months Ago on 21 Aug 2023
Confirmation Submitted
2 Years 5 Months Ago on 10 May 2023
Dormant Accounts Submitted
2 Years 8 Months Ago on 6 Feb 2023
Registered Address Changed
3 Years Ago on 15 Jun 2022
Confirmation Submitted
3 Years Ago on 20 May 2022
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Documents
Micro company accounts made up to 31 October 2024
Submitted on 23 Sep 2025
Confirmation statement made on 1 December 2024 with no updates
Submitted on 8 Jan 2025
Micro company accounts made up to 31 October 2023
Submitted on 11 Aug 2024
Confirmation statement made on 1 December 2023 with no updates
Submitted on 31 Jan 2024
Previous accounting period shortened from 30 April 2024 to 31 October 2023
Submitted on 31 Jan 2024
Certificate of change of name
Submitted on 14 Nov 2023
Accounts for a dormant company made up to 30 April 2023
Submitted on 21 Aug 2023
Certificate of change of name
Submitted on 21 Aug 2023
Confirmation statement made on 6 April 2023 with updates
Submitted on 10 May 2023
Accounts for a dormant company made up to 30 April 2022
Submitted on 6 Feb 2023
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Repayment History
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