JOSEF WEALTH MANAGEMENT LIMITED

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Executive Summary

Josef Wealth Management Limited is a newly established micro-sized financial management firm showing declining net assets and cash reserves in its second year of operation. While it maintains compliance and has no adverse governance issues, the company demonstrates limited financial strength and liquidity. Credit approval is recommended on a conditional basis with close monitoring of cash flow and capital adequacy.

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Company Documents

DateDescription
17/12/2417 December 2024 Total exemption full accounts made up to 2024-11-30

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30/11/2430 November 2024 Annual accounts for year ending 30 Nov 2024

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29/11/2429 November 2024 Confirmation statement made on 2024-11-29 with updates

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26/02/2426 February 2024 Total exemption full accounts made up to 2023-11-30

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30/11/2330 November 2023 Annual accounts for year ending 30 Nov 2023

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29/11/2329 November 2023 Confirmation statement made on 2023-11-29 with updates

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23/11/2223 November 2022 Incorporation

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