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Essential Wealth Management And Advice Limited

04020006

active
Private Limited Company
england wales
Companies House
Health Score
88 / 100

Healthy

30/30
Filing
20/30
Financial
38/40
Risk
  • 1 outstanding charge (-2)

Details

1-2 GREAT FARM BARNS, NEWBURY, RG20 0BP
Incorporated 22/06/2000

Compliance

Last accounts

31/12/2024

total exemption full

Next accounts due

30/09/2026

On track

Confirmation statement

Last: 23/06/2025

Due 07/07/2026

On track

Industry

70221
Financial management

Officers

Miss Sonia Margaret Wheeler

director · Since 14/12/2010

DIRECTOR

BRITISH · ENGLAND · Age 44

Also on 1 other board

Mrs Georgina Rose Dormer

secretary · Since 08/01/2024

Persons with Significant Control

Smw Financial Limited

75–100% shares
75–100% votes

1-2 Great Farm Barns, West Woodhay, Newbury, RG20 0BP

Reg: 08336169 · England And Wales · Private Limited Company

Notified 06/04/2016

Former PSCs

Miss Sonia Margaret Wheeler

Ceased 16/10/2025

Charges1 outstanding

Charge
outstanding

BARCLAYS BANK PLC

Created 08/01/2014Registered 14/01/2014

CompanyRankvs 32+ SIC 70221 peers
79

Financial strength95th percentile among SIC peers · 24/25
Employees98th percentile among SIC peers · 15/15
LiquidityCurrent ratio 3.14× · 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 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.

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 31/12/2025

Net Worth

£480k

Balance sheet strength

Cash

£94k

Cash in the bank

Net Current Assets

£261k

Working capital

Current Assets

£384k

Current Liabilities

£122k

Fixed Assets

£222k

Debtors

£290k

7avg. employees

Tax at Year End

Corp tax£94k

Balance Sheet

Assets less current liabilities£483k
Prepared with Capium Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20253.14+£39k
20243.30+£86k
20233.52

Derived from filed accounts. Not audited figures.