JMS WEALTH MANAGEMENT LTD
Company number 13319119 · Monitor this company
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Shareholders' funds
£835,205
Balance sheet as at 2024-10-31
Overview
- Company type
- Private Limited Company
- Incorporated
- 2021-04-07
- Employees
- 3 (2024 accounts)
- Registered office
- 20 20, Vespasian Way, Dorchester, Dorset, United Kingdom, DT1 2RD
- Postcode
- DT1 2RD
- Capital
- 200 GBP
- Accounts category
- Micro
Accounts
- Last made up to
- 2024-10-31
- Next due by
- 2026-10-31
- Financial year end
- 31 October
Confirmation statement
- Last statement dated
- 2025-11-25
- Next due by
- 2026-12-09
Nature of business (SIC)
- 66190 Activities auxiliary to financial intermediation not elsewhere classified
Officers 2 current · 2 resigned
Contact details
- Website
- jmswealthmanagement.co.uk
I provide a bespoke service, tailored to my clients' own financial needs and future aspirations. My speciality is dealing within Investment Planning, Inheritance Tax Planning and the Retirement Mar...
Previous company names
| Name | Date changed |
|---|---|
| JMS WEALTH SERVICES LTD | 2023-11-14 |
| JMS WEALTH MANAGEMENT LTD | 2023-08-21 |
| FUTURE PERFECT WEALTH MANAGEMENT LIMITED | 2022-06-14 |
| M & F WEALTH LIMITED | 2021-04-26 |
Among its peers
Top 10%
by shareholders' funds, of 10 similar companies in DT
3rd largest employer among its local peers (3 staff).
Trading since 2021.
Competitors Dorchester
-
5. PROTOSUN LTD
This company ranks 1 among activities auxiliary to financial intermediation not elsewhere classified in Dorchester.
This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.