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Wealth Matters Limited

03862593

active
Private Limited Company
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

727 CAPABILITY GREEN, BEDS, LU1 3LU
Incorporated 21/10/1999

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Julian David Francis Gilbert Bsc

director · Since 22/10/1999

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 58

Also on 4 other boards

Mrs Ekaterina T Gilbert

director · Since 25/11/2006

NONE

BRITISH · ENGLAND · Age 47

Also on 1 other board

Persons with Significant Control

Mr Julian David Francis Gilbert

75–100% shares
75–100% votes
Appoint directors

British · England · Age 58

727 Capability Green, Beds, LU1 3LU

Notified 06/04/2016

Charges1 outstanding

charge
outstanding

NATIONAL WESTMINSTER BANK PLC

Created 29/06/2007Registered 04/07/2007

CompanyRankvs 2374+ SIC 64999 peers
67

Financial strength99th percentile among SIC peers · 25/25
Employees16th percentile among SIC peers · 2/15
LiquidityCurrent ratio 7.71× · 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 strength25/25 pts

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

Employees2/15 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 31/03/2025

Net Worth

£5.6M

Balance sheet strength

Cash

£380k

Cash in the bank

Net Current Assets

£5.1M

Working capital

Current Assets

£5.8M

Current Liabilities

£756k

Fixed Assets

£785k

Debtors

£5.4M

0avg. employees

Tax at Year End

Corp tax£324k

Balance Sheet

Intangible assets£778k
Assets less current liabilities£5.9M
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20257.71+£0
20257.71+£425k
202410.18+£350k
202324.36+£619k
202218.60+£371k
202116.21+£511k
202016.71+£630k
201911.43—

Derived from filed accounts. Not audited figures.