JWH WEALTH MANAGEMENT LTD Financials
- Company number
- 06382512Copy
Copy - Registered office
- Windsor House, Cornwall Road, Harrogate HG1 2PW
- Incorporated
- 26/09/2007
Company snapshot
- Status
- Active
- Employees
- 5 (2024)
- Latest financial data
- 2024
- Accounts type
- Total Exemption Full
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2024.
Net Assets
-24.26%vs 20232023: £309.09K
Total Assets
-23.08%vs 20232023: £325.73K
Cash in Bank
-28.59%vs 20232023: £267.54K
Total Liabilities
-6.13%vs 20232023: £14.74K
Employees
+1vs 20232023: 4
In 2024, JWH WEALTH MANAGEMENT LTD reported net assets of £234.11K. The same filing shows total assets of £250.56K, cash in bank of £191.05K and total liabilities of £13.84K. Reported headcount was 5 in 2024. Cash in Bank fell from £267.54K in 2023 to £191.05K in 2024 (-28.59%). Okredo holds filed figures for 2021–2024; the table below lists every reported indicator by year. See every reported indicator by year.
Financial performance
Pick a measure to see how it has moved across the reported years, with the year-on-year change beneath it.
Net Assets
-24.26%from £309.09K in 2023Year-on-year change
Net Assets as filed for 2021–2024. Every figure in this chart is also in the financial history table.
3-year financial trend (2022–2024)
How the figures JWH WEALTH MANAGEMENT LTD filed moved across the three reported years 2022, 2023 and 2024 — measured end to end rather than year on year.
Net Assets
-31.3%vs 2022-17.1% a year compound (CAGR)
Cash in Bank
-42.1%vs 2022-23.9% a year compound (CAGR)
Total Assets
-36.5%vs 2022-20.3% a year compound (CAGR)
Total Liabilities
-74.2%vs 2022-49.2% a year compound (CAGR)
Employees
+25%vs 2022+1Biggest increase
Employees+25%
4 in 2022 to 5 in 2024
Biggest decrease
Total Liabilities-74.2%
£53.73K in 2022 to £13.84K in 2024
JWH WEALTH MANAGEMENT LTD's filings pull in both directions between 2022 and 2024. The steepest rise came in employee numbers, pointing to an expanding team, set against a fall in total liabilities, pointing to lighter outstanding obligations. See the full year-by-year figures.
Ratios from the filed figures
Calculated from JWH WEALTH MANAGEMENT LTD's own reported amounts, each shown against the year it was derived from — nothing here is estimated or industry-averaged.
- Net assets to total assets
- 93.44%2024
- Liabilities to total assets
- 5.52%2024
- Cash to liabilities
- 1,380.40%2024
- Cash to total assets
- 76.25%2024
Reported net assets divided by reported total assets, for the latest year both were filed. Shows how much of the asset base is not financed by liabilities.
Total liabilities divided by reported total assets, for the latest year both were available. Shows how much of the asset base is funded by obligations.
Reported cash in bank divided by total liabilities for the same year. Shows what share of outstanding obligations the reported cash balance would cover.
Reported cash in bank divided by reported total assets, for the latest year both were filed.
Financial history
Every indicator Okredo tracks, year by year.
Reported financial indicators for JWH WEALTH MANAGEMENT LTD by year. Amounts are as filed; a dash means the figure was not reported for that year.
| Indicator | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|
| Net Assets£ | 298.46K | 340.75K | 309.09K | 234.11K |
| Total Assets£ | 378.37K | 394.48K | 325.73K | 250.56K |
| Cash in Bank£ | 295.89K | 329.85K | 267.54K | 191.05K |
| Total Liabilities£ | 79.91K | 53.73K | 14.74K | 13.84K |
| Employees | 3 | 4 | 4 | 5 |
JWH WEALTH MANAGEMENT LTD financials: frequently asked questions
Answered from this company's own filed figures.
Has JWH WEALTH MANAGEMENT LTD filed financial statements?
Yes. Okredo holds filed figures for JWH WEALTH MANAGEMENT LTD covering 2021–2024, across 5 reported indicators. The most recent reported year is 2024.
What net assets did JWH WEALTH MANAGEMENT LTD report in 2024?
JWH WEALTH MANAGEMENT LTD reported net assets of £234.11K for 2024. That compares with £309.09K in 2023, a change of -24.26%.
What total assets did JWH WEALTH MANAGEMENT LTD report in 2024?
JWH WEALTH MANAGEMENT LTD reported total assets of £250.56K for 2024. That compares with £325.73K in 2023, a change of -23.08%.
What cash in bank did JWH WEALTH MANAGEMENT LTD report in 2024?
JWH WEALTH MANAGEMENT LTD reported cash in bank of £191.05K for 2024. That compares with £267.54K in 2023, a change of -28.59%.
How many people does JWH WEALTH MANAGEMENT LTD employ?
JWH WEALTH MANAGEMENT LTD reported 5 employees in 2024, compared with 4 in 2023.
How have JWH WEALTH MANAGEMENT LTD financials changed over the last 3 years?
Between 2022 and 2024, JWH WEALTH MANAGEMENT LTD's net assets fell by 31.3%, cash in bank fell by 42.1%, total assets fell by 36.5% and total liabilities fell by 74.2%. Net assets contracted at 17.1% a year across the two years to 2024, from £340.75K to £234.11K. Reported headcount went from 4 in 2022 to 5 in 2024 (+1).
Which years of JWH WEALTH MANAGEMENT LTD financial data are available?
Okredo holds reported figures for the years 2021, 2022, 2023, 2024. Where an indicator was not reported for a given year, the financial history table shows a dash rather than a value.