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Wealth And Tax Management Limited

02020674

active
Private Limited Company
england wales
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

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

Riviera Group Bidco Limited

75–100% shares
75–100% votes

3rd Floor, 44 Esplanade, St Helier, JE4 9WG

Reg: 135101 · Jersey Financial Services Commission Registry · Private Company Limited By Shares

Notified 02/04/2026

Former PSCs

Mr Anthony William Byrne

Ceased 02/04/2026

Wealth And Tax Group Ltd

Ceased 02/04/2026

Charges0 outstanding

Charge
satisfied

EDINBURGH ALTERNATIVE FINANCE LIMITED (TRADING AS LENDING CROWD) (AS AGENT FOR THE LENDERS)

Created 28/06/2018Registered 03/07/2018Satisfied 16/07/2019
Charge
satisfied

THINCATS LOAN SYNDICATES LIMITED

Created 21/05/2015Registered 02/06/2015Satisfied 12/07/2018
charge
satisfied

MIDLAND BANK PLC

Created 01/08/1997Registered 05/08/1997Satisfied 19/02/2015
charge
satisfied

MIDLAND BANK PLC

Created 16/07/1990Registered 25/07/1990Satisfied 19/02/2015

CompanyRankvs 514+ SIC 66290 peers
71

Financial strength80th percentile among SIC peers · 20/25
Employees62th percentile among SIC peers · 9/15
LiquidityCurrent ratio 1.43× · 12/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength20/25 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.

Liquidity12/20 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.

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

Key FinancialsYear ending 31/12/2024

Net Worth

£119k

Balance sheet strength

Cash

£3k

Cash in the bank

Net Current Assets

£110k

Working capital

Current Assets

£367k

Current Liabilities

£257k

Fixed Assets

£14k

Debtors

£364k

2avg. employees+1

Balance Sheet

Assets less current liabilities£125k
Signed by Mr Anthony Byrne 30 September 2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20241.43-£16k
20231.92-£4k
20222.10+£6k
20211.99+£38k
20202.44+£36k
20193.26+£24k
20181.19-£88k
20172.68

Derived from filed accounts. Not audited figures.