Filing status
- Accounts due
- 30 November 2026
- Last accounts
- 28 February 2025
- Conf. stmt due
- 21 February 2027
- Last conf. stmt
- 7 February 2026
Sean Jones Wealth Management Limited
- Incorporated
- 9 February 2009 (17 years)
- Previously known as
- Sean Jones Ifa Limited (until 18 May 2022)This list may be incomplete. See all names on Companies House
- Industry
- Fund management activities (66300)
- Directors
- Karen Ann Shirley Jones
- Owned by
- Sean Patrick Jones
- Accounts type
- Total exemption full
- Region
- West Midlands
- Address
- Clifton House 2 Clifton CentreSpring Lane SouthMalvernWR14 1BJ
Officers 3 active
Officer details are public data from the Companies House register.
Jones, Karen Ann Shirley
Director · Appointed 29 November 2012
British
Born July 1966 (60)
Secretary · Appointed 9 February 2009
British
Director · Appointed 9 February 2009
British
Born March 1968 (58)
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
British
Born March 1968 (58)
Financials
Balance sheet as at 28 February 2025 · total exemption full accounts
- Net Assets
- £9,775
- Cash
- (£810)
- Employees
- 4
- Debt Ratio
- 81%
- Current Ratio
- 1.5x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £12,211 | £14,639 | £18,893 | £25,191 | £174 | £233 |
| Current Assets | £39,904 | £31,655 | £26,601 | £35,510 | £27,092 | £26,436 |
| Debtors | £40,714 | |||||
| Cash | (£810) | |||||
| Creditors (< 1 year) | £25,953 | £46,528 | £42,239 | £44,746 | £17,145 | £16,584 |
| Creditors (> 1 year) | £13,792 | |||||
| Net Current Assets | £13,951 | (£14,873) | (£15,638) | (£9,236) | £9,947 | £9,852 |
| Net Assets | £9,775 | £335 | £11,169 | £10,088 | £10,041 | |
| Shareholder Funds | £335 | £11,169 | £10,088 | £10,041 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 3 March 2026 | Change of details for a person with significant control | |||
| 9 February 2026 | Confirmation statement with no updates | 7 February 2026 | ||
| 5 January 2026 | Total exemption full accounts | 28 February 2025 | ||
| 10 February 2025 | Confirmation statement with no updates | 8 February 2025 | ||
| 28 November 2024 | Micro company accounts | 28 February 2024 |
Some other companies at this address
Other companies in this industry
Need accounts figures, ownership or websites for thousands of companies? Bulk data & API →