Trinity Wealth Management Limited
04233108
Some Concerns
- No accounts filed in last 18 months (-5)
Details
Compliance
Accounts
Confirmation statement
Industry
Officers
director · Since 12/06/2001
FINANCIAL ADVISOR
BRITISH · UNITED KINGDOM · Age 62
Also on 3 other boards
director · Since 12/06/2001
FINANCIAL ADVISOR
BRITISH · UNITED KINGDOM · Age 63
Also on 3 other boards
Persons with Significant Control
Mr Jonathan Paul Cobb
British · United Kingdom · Age 63
Cedar Court 6c, Parkway, St. Albans, AL3 6PA
Notified 06/04/2016
Mr Graham Keith Cleveland
British · United Kingdom · Age 62
Cedar Court 6c, Parkway, St. Albans, AL3 6PA
Notified 06/04/2016
CompanyRankvs 5879+ SIC 64999 peers67
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How is this score calculated?
Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.
Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.
Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.
One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.
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 31/12/2024
Net Worth
£317k
Balance sheet strength
Cash
£232k
Cash in the bank
Net Current Assets
£307k
Working capital
Current Assets
£398k
Current Liabilities
—
Fixed Assets
£111k
Debtors
£166k
Balance Sheet
EstimatesDerived
| Year | Current Ratio | Implied Profit |
|---|---|---|
| 2024 | — | +£38k |
| 2023 | 3.48 | +£1k |
| 2022 | 4.42 | -£6k |
| 2021 | 5.08 | +£51k |
| 2020 | 4.04 | +£92k |
| 2019 | — | +£22k |
| 2018 | 1.95 | — |
Derived from filed accounts. Not audited figures.