Simon Jones Wealth Management Limited
Active07705442Financial servicesIncorporated 14 Jul 2011 · Gloucester
Revenue
£329k
▼ -0.6% vs prior ~12m period
Profit after tax
£170k
Margin 67.2%
Employees
4
– 0.0% vs prior ~12m period
Net assets
£1.2m
Total assets £1.5m
Financial history
Revenue by accounting period
6 periods available · ▲ growth ▼ decline
Mar 2020Not available
Mar 2021Not available
Mar 2022
£331k
Mar 2023
£329k▼ -0.6%
Mar 2024Not available
Mar 2025Not available
| Period end | Revenue | Growth | Profit before tax | Employees | Net assets |
|---|---|---|---|---|---|
| 31 Mar 2025 | — | — | — | 4 | £1.2m |
| 31 Mar 2024 | — | — | — | 4 | £1.2m |
| 31 Mar 2023 | £329k | ▼ -0.6% | £212k | 3 | £1.0m |
| 31 Mar 2022 | £331k | — | £233k | 3 | £954k |
| 31 Mar 2021 | — | — | — | 3 | £785k |
| 31 Mar 2020 | — | — | — | 2 | £810k |
Latest available figures
Period ending 31 Mar 2023. “Not available” means the figure is not in the accounts we hold. We do not estimate missing figures.
Profit & loss
- Revenue
- £329k
- Gross profit
- Not available
- Operating profit
- £221k
- Profit before tax
- £212k
- Profit after tax
- £170k
Balance sheet
- Total assets
- £1.5m
- Cash
- £4k
- Total liabilities
- £304k
- Net assets
- £1.2m
- Revenue per employee
- Not available
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