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Company Registration No. 12320956 (England and Wales)
Jon Purnell Wealth Management Limited Unaudited accounts for the period from 1 November 2024 to 5 November 2025
Jon Purnell Wealth Management Limited Unaudited accounts Contents
Page
Company information
3
Statement of financial position
4
Notes to the accounts
5
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Jon Purnell Wealth Management Limited Company Information for the period from 1 November 2024 to 5 November 2025
Director
Jonathan Purnell
Company Number
12320956 (England and Wales)
Registered Office
13 TREM-Y-DYFFRYN BROADLANDS BRIDGEND CF31 5AP UNITED KINGDOM
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Jon Purnell Wealth Management Limited Statement of financial position as at 5 November 2025
2025 
2024 
Notes
£ 
£ 
Fixed assets
Tangible assets
5
41,125 
55,419 
Current assets
Cash at bank and in hand
26,806 
53,552 
Creditors: amounts falling due within one year
6
(13,372)
(6,616)
Net current assets
13,434 
46,936 
Total assets less current liabilities
54,559 
102,355 
Creditors: amounts falling due after more than one year
7
(54,253)
(62,579)
Net assets
306 
39,776 
Capital and reserves
Called up share capital
100 
100 
Profit and loss account
206 
39,676 
Shareholders' funds
306 
39,776 
For the period ending 5 November 2025 the company was entitled to exemption from audit under section 480 of the Companies Act 2006 relating to dormant 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
Jonathan Purnell Director Company Registration No. 12320956
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Jon Purnell Wealth Management Limited Notes to the Accounts for the period from 1 November 2024 to 5 November 2025
1
Statutory information
Jon Purnell Wealth Management Limited is a private company, limited by shares, registered in England and Wales, registration number 12320956. The registered office is 13 TREM-Y-DYFFRYN, BROADLANDS, BRIDGEND, CF31 5AP, UNITED KINGDOM.
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 period, 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:
Fixtures & fittings
20% Straight Line
Intangible fixed assets
Intangible fixed assets (including purchased goodwill and patents) are included at cost less accumulated amortisation.
4
Intangible fixed assets
Goodwill 
£ 
Cost
At 1 November 2024
26,000 
At 5 November 2025
26,000 
Amortisation
At 1 November 2024
26,000 
At 5 November 2025
26,000 
Net book value
At 5 November 2025
- 
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Jon Purnell Wealth Management Limited Notes to the Accounts for the period from 1 November 2024 to 5 November 2025
5
Tangible fixed assets
Motor vehicles 
Fixtures & fittings 
Total 
£ 
£ 
£ 
Cost or valuation
At cost 
At cost 
At 1 November 2024
65,005 
6,468 
71,473 
At 5 November 2025
65,005 
6,468 
71,473 
Depreciation
At 1 November 2024
13,001 
3,053 
16,054 
Charge for the period
13,001 
1,293 
14,294 
At 5 November 2025
26,002 
4,346 
30,348 
Net book value
At 5 November 2025
39,003 
2,122 
41,125 
At 31 October 2024
52,004 
3,415 
55,419 
6
Creditors: amounts falling due within one year
2025 
2024 
£ 
£ 
Bank loans and overdrafts
729 
2,250 
Taxes and social security
10,039 
1,897 
Other creditors
- 
987 
Loans from directors
- 
102 
Accruals
2,604 
1,380 
13,372 
6,616 
7
Creditors: amounts falling due after more than one year
2025 
2024 
£ 
£ 
Bank loans
6,125 
6,125 
Obligations under finance leases and hire purchase contracts
48,128 
56,454 
54,253 
62,579 
8
Post balance sheet events
The company cessation date is 05/11/2025
9
Average number of employees
During the period the average number of employees was 1 (2024: 1).
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