Jb Wealth Management Limited in Surrey, KT18 7PF

Description

Data updated on: 01-11-2023

1978 is the date that marks the beginning of Jb Wealth Management Limited, a firm located at 8-10 South Street, Epsom in Surrey. That would make fourty six years Jb Wealth Management has prospered in the UK, as it was founded on 1978-01-13. The Companies House Reg No. is 01347949 and the company area code is KT18 7PF. This company currently known as Jb Wealth Management Limited, was previously registered under the name of Jenner Baldock. The transformation has taken place in 2000-12-22. The firm's principal business activity number is 65120 and has the NACE code: Non-life insurance. Its latest accounts were submitted for the period up to 2022/12/31 and the latest annual confirmation statement was filed on 2023/05/18.

Russell W. is this enterprise's single director, who was appointed twenty years ago. The following business had been led by Thomas D. up until April 2018. As a follow-up a different director, including Patrick O. gave up the position in April 2005. To help the directors in their tasks, the business has been utilizing the skills of Russell W. as a secretary since September 2004.

Previous company's names
Jb Wealth Management Limited 2000-12-22
Jenner Baldock Limited 1978-01-13

Financial data based on annual reports

Profit & Loss
Date of Accounts	2011-12-31	2012-12-31	2013-12-31	2014-12-31	2015-12-31	2016-12-31	2017-12-31	2018-12-31	2019-12-31	2020-12-31	2021-12-31	2022-12-31
Currency	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP
Net Worth	110 248	112 768	123 178	133 120	14 192

Balance Sheet
Cash Bank In Hand	90 793	46 569	205 564	427 310	106 969
Cash Bank On Hand					106 969	187 046	83 742	21 925	28 248	245 141	294 584	357 980
Current Assets	367 799	253 608	284 280	442 179	108 297	208 276	178 989	190 988	261 483	412 524	499 289	496 479
Debtors	277 006	207 039	78 716	14 869	1 328	21 230	95 247	169 063	233 235	167 383	204 705	138 499
Net Assets Liabilities					14 192	14 712	52 331	114 505	206 032	262 529	367 370	401 841
Net Assets Liabilities Including Pension Asset Liability	110 248	112 768	123 178	133 120	14 192
Other Debtors					1 328	21 230	95 247	169 063	233 235	167 383	204 705	138 499
Property Plant Equipment					10 401	10 864	9 386	17 050	12 468	9 293	7 741	6 079
Tangible Fixed Assets	25 091	23 713	18 520	15 889	10 401

Capital & Reserves
Called Up Share Capital	5 000	5 000	5 000	5 000	5 000
Profit Loss Account Reserve	104 498	107 018	117 428	127 370	8 442
Shareholder Funds	110 248	112 768	123 178	133 120	14 192

Other Financial Data
Accrued Liabilities						51 596	21 530
Accumulated Depreciation Impairment Property Plant Equipment					93 297	98 023	100 341	103 253	107 835	111 010	113 114	114 776
Average Number Employees During Period						8	8	9	9	7	7	8
Capital Redemption Reserve	750	750	750	750	750
Corporation Tax Payable						10 726	14 091
Creditors					104 506	80 004	41 240	93 533	65 926	157 831	9 835	99 562
Creditors Due After One Year	88 813		40 417	8 082
Creditors Due Within One Year	193 829	164 553	139 205	316 866	104 506
Increase From Depreciation Charge For Year Property Plant Equipment						4 726	2 318	2 912	4 582	3 175		1 662
Net Current Assets Liabilities	173 970	89 055	145 075	125 313	3 791	83 852	84 185	97 455	195 557	254 693	370 654	396 917
Number Shares Allotted		5 000	5 000	5 000	5 000
Number Shares Issued Fully Paid							5 000	5 000	5 000	5 000		5 000
Other Creditors					98 052	80 004	41 240	65 537	19 136	20 226	26 350	26 378
Other Remaining Borrowings						80 004	41 240
Other Taxation Social Security Payable					6 454	30 966	27 136	25 862	46 790	57 064	78 586	62 737
Par Value Share		1	1	1	1		1	1	1	1		1
Property Plant Equipment Gross Cost					103 698	108 887	109 727	120 303	120 303		120 855
Share Capital Allotted Called Up Paid	5 000	5 000	5 000	5 000	5 000
Tangible Fixed Assets Additions		6 850	900	1 971
Tangible Fixed Assets Cost Or Valuation	93 977	100 827	101 727	103 698
Tangible Fixed Assets Depreciation	68 886	77 114	83 207	87 809	93 297
Tangible Fixed Assets Depreciation Charged In Period		8 228	6 093	4 602	5 488
Total Additions Including From Business Combinations Property Plant Equipment						5 189	840	10 576
Total Assets Less Current Liabilities	199 061	112 768	163 595	141 202	14 192	94 716	93 571	114 505	208 025	263 986	378 395	402 996
Trade Creditors Trade Payables								2 134		541	1 183	612
Advances Credits Directors	70 877	37 298	11 410	14 815
Advances Credits Made In Period Directors	74 158	95 728	85 008
Advances Credits Repaid In Period Directors	103 296	129 307	133 716
Bank Borrowings Overdrafts										80 000	9 835	9 835
Provisions For Liabilities Balance Sheet Subtotal									1 993	1 457	1 190	1 155