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Bateman Wealth Management Limited

03875327

active
Private Limited Company
Companies House
Health Score
90 / 100

Healthy

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

No risk factors detected.

Details

SCAWNS HOUSE, LISKEARD, PL14 3QP
Incorporated 11/11/1999

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities
82990
Other business support service activities

Officers

Mrs Elaine Bateman

secretary · Since 11/11/1999

BRITISH · UNITED KINGDOM · Age 74

Also on 5 other boards

Mr Richard Lionel Bateman

director · Since 11/11/1999

COMPANY DIRECTOR

BRITISH · UNITED KINGDOM · Age 75

Also on 4 other boards

Persons with Significant Control

Mr Richard Lionel Bateman

25–50% shares
25–50% votes

British · United Kingdom · Age 75

Scawns House, Menheniot, Liskeard, PL14 3QP

Notified 06/04/2016

Mrs Elaine Bateman

25–50% shares
25–50% votes

British · United Kingdom · Age 74

Scawns House, Menheniot, Liskeard, PL14 3QP

Notified 06/04/2016

CompanyRankvs 7340+ SIC 64999 peers
63

Financial strength28th percentile among SIC peers · 7/25
Employees39th percentile among SIC peers · 6/15
LiquidityCurrent ratio 14.51× · 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 strength7/25 pts

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

Employees6/15 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 30/09/2025

Net Worth

£100

Balance sheet strength

Cash

£247k

Cash in the bank

Net Current Assets

£269k

Working capital

Current Assets

£289k

Current Liabilities

£20k

Fixed Assets

£215k

Debtors

£43k

1avg. employees

Balance Sheet

Assets less current liabilities£485k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent Ratio
202514.51
202514.51
202411.90
202312.58
202217.88
202110.88
202016.69
201912.91
20189.20

Derived from filed accounts. Not audited figures.