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Montgomery Charles Financial Management Limited

03180985

active
Private Limited Company
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

8 WICKER HILL, WILTSHIRE, BA14 8JU
Incorporated 01/04/1996

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities
66220
Activities of insurance agents and brokers
70221
Financial management

Officers

Mr Michael Dennis Marigold

director · Since 01/04/1996

INDEPENDENT FINANCIAL ADVISER

BRITISH · UNITED KINGDOM · Age 62

Also on 1 other board

Juliet Elizabeth Marigold

secretary · Since 01/11/2002

BRITISH · Age 63

Also on 1 other board

Persons with Significant Control

Mr Michael Dennis Marigold

50–75% shares
50–75% votes

British · England · Age 62

8 Wicker Hill, Wiltshire, BA14 8JU

Notified 06/04/2016

Mrs Juliet Elizabeth Marigold

25–50% shares
25–50% votes

British · England · Age 63

8 Wicker Hill, Wiltshire, BA14 8JU

Notified 04/05/2017

CompanyRankvs 90+ SIC 64999 peers
89

Financial strength94th percentile among SIC peers · 24/25
Employees99th percentile among SIC peers · 15/15
LiquidityCurrent ratio 5.46× · 20/20
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 strength24/25 pts

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

Employees15/15 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.

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

Key FinancialsYear ending 31/03/2025

Net Worth

£873k

Balance sheet strength

Cash

£794k

Cash in the bank

Net Current Assets

£844k

Working capital

Current Assets

£1.0M

Current Liabilities

£189k

Fixed Assets

£39k

Debtors

£240k

23avg. employees

Tax at Year End(2020)

Corp tax£74k

Balance Sheet

Assets less current liabilities£883k
Prepared with VT Final Accounts

EstimatesDerived

YearCurrent RatioImplied Profit
20255.46-£14k
20247.08-£50k
20236.17+£186k
20224.78-£68k
20219.11+£280
20207.73+£61k
20198.91—

Derived from filed accounts. Not audited figures.