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Company Registration No. 07759663 (England and Wales)
JLM INDEPENDENT WEALTH MANAGEMENT LTD Unaudited accounts for the year ended 31 March 2025
JLM INDEPENDENT WEALTH MANAGEMENT LTD Unaudited accounts Contents
Page
Company information
3
Statement of financial position
4
Notes to the accounts
5
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JLM INDEPENDENT WEALTH MANAGEMENT LTD Company Information for the year ended 31 March 2025
Director
Rory Rajan Joseph
Company Number
07759663 (England and Wales)
Registered Office
122 Whinbush Road Hitchin Hertfordshire SG5 1PN England
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JLM INDEPENDENT WEALTH MANAGEMENT LTD Statement of financial position as at 31 March 2025
2025 
2024 
Notes
£ 
£ 
Fixed assets
Tangible assets
4
449 
899 
Current assets
Debtors
5
794,244 
673,768 
Cash at bank and in hand
58,397 
198,338 
852,641 
872,106 
Creditors: amounts falling due within one year
6
(236,150)
(175,459)
Net current assets
616,491 
696,647 
Net assets
616,940 
697,546 
Capital and reserves
Called up share capital
100 
100 
Profit and loss account
616,840 
697,446 
Shareholders' funds
616,940 
697,546 
For the year ending 31 March 2025 the company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies. The members have not required the company to obtain an audit in accordance with section 476 of the Companies Act 2006.
The director acknowledges his responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.
These accounts have been prepared and delivered in accordance with the provisions applicable to companies subject to the small companies' regime and in accordance with the provisions of FRS 102 Section 1A - Small Entities. The profit and loss account has not been delivered to the Registrar of Companies.
The financial statements were approved by the Board and authorised for issue on 31 December 2025 and were signed on its behalf by
Rory Rajan Joseph Director Company Registration No. 07759663
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JLM INDEPENDENT WEALTH MANAGEMENT LTD Notes to the Accounts for the year ended 31 March 2025
1
Statutory information
JLM INDEPENDENT WEALTH MANAGEMENT LTD is a private company, limited by shares, registered in England and Wales, registration number 07759663. The registered office is 122 Whinbush Road, Hitchin, Hertfordshire, SG5 1PN, England.
2
Compliance with accounting standards
The accounts have been prepared in accordance with the provisions of FRS 102 Section 1A Small Entities. There were no material departures from that standard.
3
Accounting policies
The principal accounting policies adopted in the preparation of the financial statements are set out below and have remained unchanged from the previous year, and also have been consistently applied within the same accounts.
Basis of preparation
The accounts have been prepared under the historical cost convention as modified by the revaluation of certain fixed assets.
Presentation currency
The accounts are presented in £ sterling.
Tangible fixed assets and depreciation
Tangible assets are included at cost less depreciation and impairment. Depreciation has been provided at the following rates in order to write off the assets over their estimated useful lives:
Computer equipment
33% Straight Line
4
Tangible fixed assets
Computer equipment 
£ 
Cost or valuation
At cost 
At 1 April 2024
3,920 
At 31 March 2025
3,920 
Depreciation
At 1 April 2024
3,021 
Charge for the year
450 
At 31 March 2025
3,471 
Net book value
At 31 March 2025
449 
At 31 March 2024
899 
5
Debtors
2025 
2024 
£ 
£ 
Amounts falling due within one year
Amounts due from group undertakings etc.
794,244 
673,768 
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JLM INDEPENDENT WEALTH MANAGEMENT LTD Notes to the Accounts for the year ended 31 March 2025
6
Creditors: amounts falling due within one year
2025 
2024 
£ 
£ 
Trade creditors
1,701 
- 
Taxes and social security
33,947 
24,748 
Loans from directors
502 
711 
Accruals
200,000 
150,000 
236,150 
175,459 
7
Average number of employees
During the year the average number of employees was 0 (2024: 0).
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