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Wealth And Tax Management Limited

02020674

active
Private Limited Company
england wales
Companies House
Health Score
78 / 100

Some Concerns

30/30
Filing
10/30
Financial
38/40
Risk
  • Current liabilities exceed current assets (-10)
  • 1 outstanding charge (-2)

Details

17 SHIRWELL CRESCENT, MILTON KEYNES, MK4 1GA
Incorporated 19/05/1986

Compliance

Last accounts

31/12/2024

total exemption full

Next accounts due

30/09/2026

On track

Confirmation statement

Last: 29/11/2025

Due 13/12/2026

On track

Industry

66290
Other activities auxiliary to insurance and pension funding

Officers

Mr Daniel James Cowland

director · Since 02/04/2026

BRITISH · UNITED KINGDOM · Age 52

Ms Morven Sara Grierson

director · Since 02/04/2026

BRITISH · UNITED KINGDOM · Age 49

Also on 1 other board

Mr Dominic John Wynyard Rose

director · Since 02/04/2026

BRITISH · UNITED KINGDOM · Age 41

Also on 1 other board

Venthams Trustees Limited

secretary · Since 16/04/2026

BRITISH

Also on 42 other boards

Persons with Significant Control

Mr John Van Deventer

25–50% shares
25–50% votes

British,American · United Kingdom · Age 69

64, North Row, London, W1K 7DA

Notified 02/04/2026

Former PSCs

Mr Anthony William Byrne

Ceased 02/04/2026

Wealth And Tax Group Ltd

Ceased 02/04/2026

Riviera Group Bidco Limited

Ceased 02/04/2026

Charges1 outstanding

A registered charge
outstanding

SECURED FIXED INCOME PLC

Created 18/08/2026Registered 19/08/2026

CompanyRankvs 191+ SIC 66290 peers
70

Financial strength82th percentile among SIC peers · 21/25
Employees61th percentile among SIC peers · 9/15
LiquidityCurrent ratio 2.49× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Outstanding charges -10
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How is this score calculated?
Financial strength21/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees9/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity20/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity15/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.

Risk deductions

Outstanding charges: -10 pts

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 31/12/2025

Net Worth

£143k

Balance sheet strength

Cash

£31k

Cash in the bank

Net Current Assets

£135k

Working capital

Current Assets

£225k

Current Liabilities

£90k

Fixed Assets

£11k

Debtors

£194k

2avg. employees

Balance Sheet

Assets less current liabilities£146k
Signed by Mr Daniel Cowland 29 September 2026Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20252.49+£24k
20241.43-£16k
20231.92—

Derived from filed accounts. Not audited figures.