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3d Wealth Management Ltd

03373799

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

SOVEREIGN HOUSE YORK HILL FARM, TARPORLEY, CW6 9ER
Incorporated 20/05/1997

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Martin Joseph O'Connor

director · Since 20/05/1997

FINANCIAL CONSULTANT

SCOTTISH · ENGLAND · Age 63

Also on 4 other boards

Tracey O'Connor

secretary · Since 13/02/2006

NURSE

BRITISH · Age 62

Also on 1 other board

Persons with Significant Control

Mr Martin Joseph O'Connor

75–100% shares

Scottish · England · Age 63

Sovereign House, York Hill Farm, Tarporley, CW6 9ER

Notified 01/07/2016

CompanyRankvs 2645+ SIC 64999 peers
76

Financial strength62th percentile among SIC peers · 16/25
Employees64th percentile among SIC peers · 10/15
LiquidityCurrent ratio 5.01× · 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 strength16/25 pts

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

Employees10/15 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 31/05/2025

Net Worth

£18k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£25k

Working capital

Current Assets

£32k

Current Liabilities

£6k

Fixed Assets

£135

2avg. employees

Balance Sheet

Assets less current liabilities£26k
Signed by Mr Martin O'Connor 23rd February 2026Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20255.01+£0
20255.01+£7k
20242.58+£7k
20231.80
20221.62
20211.56+£8k
20200.46-£10k
20191.25+£6k
20180.85

Derived from filed accounts. Not audited figures.