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Plf Wealth Management Limited

04226731

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

15 DRAKE WALK, CARDIFF, CF10 4AN
Incorporated 01/06/2001

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

65110
Life insurance

Officers

Mr Jeremy Freeman

director · Since 03/01/2006

FINANCIAL ADVISOR

BRITISH · UNITED KINGDOM · Age 58

Also on 1 other board

Mrs Susan Freeman

director · Since 01/03/2007

FINANCIAL OFFICER

BRITISH · WALES · Age 58

Also on 1 other board

Mrs Frances Mary Palmer

director · Since 01/03/2007

FINANCIAL ADVISOR

BRITISH · WALES · Age 62

Also on 1 other board

Persons with Significant Control

Plf Holdings Limited

75–100% shares
75–100% votes

15, Drake Walk, Cardiff, CF10 4AN

Reg: 11251907 · Companies House · Private Company Limited By Shares

Notified 25/04/2018

Former PSCs

Mr Jeremy Freeman

Ceased 25/04/2018

Mrs Susan Freeman

Ceased 25/04/2018

Mrs Frances Mary Palmer

Ceased 25/04/2018

Ian George Charles Palmer

Ceased 25/04/2018

Charges0 outstanding

charge
satisfied

HSBC BANK PLC

Created 05/07/2001Registered 10/07/2001Satisfied 14/09/2023

CompanyRankvs 496+ SIC 65110 peers
64

Financial strength37th percentile among SIC peers · 9/25
Employees86th percentile among SIC peers · 13/15
LiquidityCurrent ratio 1.07× · 12/20
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 strength9/25 pts

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

Employees13/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity12/20 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 31/07/2025

Net Worth

£1k

Balance sheet strength

Cash

£17k

Cash in the bank

Net Current Assets

£6k

Working capital

Current Assets

£93k

Current Liabilities

£87k

Fixed Assets

£2k

Debtors

£76k

6avg. employees

Tax at Year End(2019)

Corp tax£49k

Balance Sheet

Intangible assets£2
Assets less current liabilities£8k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20251.07
20251.07
20241.08
20233.96
20224.33
20214.16
20204.26
20193.06+£130k
20171.72

Derived from filed accounts. Not audited figures.