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The above diagram shows the color scheme of the layout in the main result page. The parent entities and officers are those entities, including individual and legal persons, have significant controls over the company in focus. The offspring entities and appointments are those entities that the company in focus can influence on.

Clicking the links on parent entities or officers, and offspring entities or managed companies will put them in focus and show upstream or downstream connections. In general, ascendant entities can be found by moving toward upstream, and descendant entities are by toward downstream. In this way, progenitor entities such as grandparent companies (parents of parent), sibling companies (children of parent), partner companies (parents of child), and progeny entities such as grandchild companies (children of child) can be found easily.

Parent entities and officers 2
  • 1
    Wheal, Joanne
    Individual (1 offspring)
    Officer
    2019-08-19 ~ now
    OF - Secretary → CIF 0
  • 2
    Wheal, Mark Anthony
    Born in March 1968
    Individual (3 offsprings)
    Officer
    2019-08-19 ~ now
    OF - Director → CIF 0
    Mr Mark Anthony Wheal
    Born in March 1968
    Individual (3 offsprings)
    Person with significant control
    2019-08-19 ~ now
    PE - Ownership of voting rights - 75% or moreCIF 0
    PE - Ownership of shares – 75% or moreCIF 0
    PE - Right to appoint or remove directorsCIF 0
parent relation
Company in focus

JSA WEALTH MANAGEMENT LIMITED

Period: 2019-11-25 ~ now
Company number: 12164549
Registered names
JSA WEALTH MANAGEMENT LIMITED - now
Standard Industrial Classification
66220 - Activities Of Insurance Agents And Brokers
Brief company account
Average Number of Employees
12023-09-01 ~ 2024-08-31
12022-09-01 ~ 2023-08-31
Intangible Assets
187,700 GBP2024-08-31
220,344 GBP2023-08-31
Property, Plant & Equipment
8,802 GBP2024-08-31
11,146 GBP2023-08-31
Fixed Assets
196,502 GBP2024-08-31
231,490 GBP2023-08-31
Debtors
Current
102,878 GBP2024-08-31
113,039 GBP2023-08-31
Cash at bank and in hand
21,889 GBP2024-08-31
15,571 GBP2023-08-31
Current Assets
124,767 GBP2024-08-31
128,610 GBP2023-08-31
Creditors
Current, Amounts falling due within one year
-146,214 GBP2024-08-31
-142,951 GBP2023-08-31
Net Current Assets/Liabilities
-21,447 GBP2024-08-31
-14,341 GBP2023-08-31
Total Assets Less Current Liabilities
175,055 GBP2024-08-31
217,149 GBP2023-08-31
Creditors
Non-current, Amounts falling due after one year
-216,112 GBP2023-08-31
Net Assets/Liabilities
575 GBP2024-08-31
1,037 GBP2023-08-31
Equity
Called up share capital
100 GBP2024-08-31
100 GBP2023-08-31
Retained earnings (accumulated losses)
475 GBP2024-08-31
937 GBP2023-08-31
Equity
575 GBP2024-08-31
1,037 GBP2023-08-31
Property, Plant & Equipment - Depreciation rate used
Plant and equipment
102023-09-01 ~ 2024-08-31
Office equipment
252023-09-01 ~ 2024-08-31
Intangible Assets - Gross Cost
Goodwill
326,436 GBP2024-08-31
326,436 GBP2023-08-31
Intangible Assets - Accumulated Amortisation & Impairment
Goodwill
138,736 GBP2024-08-31
106,092 GBP2023-08-31
Intangible Assets
Goodwill
187,700 GBP2024-08-31
220,344 GBP2023-08-31
Property, Plant & Equipment - Gross Cost
Plant and equipment
17,605 GBP2024-08-31
17,605 GBP2023-08-31
Office equipment
3,808 GBP2024-08-31
3,808 GBP2023-08-31
Property, Plant & Equipment - Gross Cost
21,413 GBP2024-08-31
21,413 GBP2023-08-31
Property, Plant & Equipment - Accumulated Depreciation (Not Including Impairment)
Plant and equipment
7,042 GBP2023-08-31
Office equipment
3,225 GBP2023-08-31
Property, Plant & Equipment - Accumulated Depreciation (Not Including Impairment)
10,267 GBP2023-08-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Owned/Freehold
2,344 GBP2023-09-01 ~ 2024-08-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Plant and equipment
8,803 GBP2024-08-31
Office equipment
3,808 GBP2024-08-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
12,611 GBP2024-08-31
Property, Plant & Equipment
Plant and equipment
8,802 GBP2024-08-31
10,563 GBP2023-08-31
Office equipment
583 GBP2023-08-31
Other Debtors
Current
102,878 GBP2024-08-31
113,039 GBP2023-08-31
Bank Borrowings
Current
45,213 GBP2024-08-31
41,975 GBP2023-08-31
Trade Creditors/Trade Payables
Current
2,846 GBP2024-08-31
Corporation Tax Payable
Current
90,460 GBP2024-08-31
88,627 GBP2023-08-31
Other Creditors
Current
2,295 GBP2024-08-31
2,149 GBP2023-08-31
Accrued Liabilities/Deferred Income
Current
5,400 GBP2024-08-31
10,200 GBP2023-08-31
Creditors
Current
146,214 GBP2024-08-31
142,951 GBP2023-08-31
Bank Borrowings
Non-current
174,480 GBP2024-08-31
216,112 GBP2023-08-31
Creditors
Non-current
174,480 GBP2024-08-31
216,112 GBP2023-08-31
Bank Borrowings
Current, Amounts falling due within one year
45,213 GBP2024-08-31
41,975 GBP2023-08-31
Between two and five year, Non-current
152,160 GBP2024-08-31
Non-current, Between two and five year
159,568 GBP2023-08-31
Total Borrowings
219,693 GBP2024-08-31
258,087 GBP2023-08-31
Number of Shares Issued (Fully Paid)
Class 1 ordinary share
100 shares2024-08-31
100 shares2023-08-31
Par Value of Share
Class 1 ordinary share
1.002023-09-01 ~ 2024-08-31

Related profiles found in government register
  • JSA WEALTH MANAGEMENT LIMITED
    Info
    MILLELL WEALTH MANAGEMENT LIMITED - 2019-11-25
    Registered number 12164549
    16 Great Queen Street, Covent Garden, London WC2B 5AH
    PRIVATE LIMITED COMPANY incorporated on 2019-08-19 (6 years 7 months). The company status is Active.
    The last date of confirmation statement was made at 2024-08-18
    CIF 0
  • JSA WEALTH MANAGEMENT LIMITED
    S
    Registered number 12164549
    Palladium House, 1-4 Argyll Street, London, England, W1F 7LD
    Private Limited Company in Companies House, England And Wales
    CIF 1
child relation
Offspring entities and appointments 1
  • 1
    MILLELL WEALTH MANAGEMENT LIMITED
    - now 07086632
    JSA WEALTH MANAGEMENT LIMITED
    - 2019-11-25 07086632
    THE ONE IFA LTD - 2012-05-29
    VERITAS WEALTH SOLUTIONS LIMITED - 2011-01-24
    Palladium House, 1-4 Argyll Street, London
    Dissolved Corporate (7 parents)
    Person with significant control
    2019-11-05 ~ dissolved
    CIF 1 - Right to appoint or remove directors OE
    CIF 1 - Ownership of voting rights - 75% or more OE
    CIF 1 - Ownership of shares – 75% or more OE

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Contains public sector information retrieved at 9 February 2026 and licensed under the Open Government Licence v3.0.