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Activities of insurance agents and brokers · Witney
James Bason Wealth Management
James Bason Wealth Management Limited
Private limited company registered in Witney, classed under “Activities of insurance agents and brokers” and 1 other activity.
Headline figures
FY to Aug 2025 · Company only
Turnover
For subscribers
Profit after tax
—
Not filed: small-company exemption
Net assets
For subscribers
Cash
For subscribers
Employees
For subscribers
What the numbers say
2 findings from the figures, in plain English
Written by rules from the figures on this page. Not a forecast or a credit opinion.
History
| £ | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Profit after tax | — | ||||
| Turnover | |||||
| Net assets | |||||
| Cash | |||||
| Employees |
Every figure for all 5 years
“—” means we did not find the figure in a source; it is never filled with an estimate.
Balance sheet and ratios
From the filed balance sheets · £
| Balance sheet | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Fixed assets | ||||
| Current assets | ||||
| Creditors due within a year | ||||
| Net current assets | ||||
| Creditors due after a year | ||||
| Net assets | ||||
| Ratios | ||||
| Current ratioCurrent assets for every £1 owed within a year | ||||
| Creditors to assetsEverything owed to creditors as a share of fixed plus current assets | ||||
6 balance-sheet lines and 2 ratios, every year
A ratio appears only for years where every line it needs was filed. Lines are as tagged in the accounts; nothing is added up or estimated.
Questions people ask
›What does James Bason Wealth Management do?
Private limited company registered in Witney, classed under “Activities of insurance agents and brokers” and 1 other activity.
›How much turnover does James Bason Wealth Management make?
Answered in the full report
›Is James Bason Wealth Management profitable?
James Bason Wealth Management's profit isn't public: small companies may file without a profit and loss account.
›How many people work at James Bason Wealth Management?
Answered in the full report
›Where is James Bason Wealth Management based?
Its registered office is 6 Fallowfield Crescent, Witney, OX28 1AF, in Witney.
›When was James Bason Wealth Management founded?
James Bason Wealth Management Limited was incorporated on 2 August 2019.
›Is James Bason Wealth Management still trading?
The register lists James Bason Wealth Management Limited as active.