Margetts Wealth Management Limited
04458263
Some Concerns
- No accounts filed in last 18 months (-5)
- Current liabilities exceed current assets (-10)
- 2 outstanding charges (-4)
Details
Compliance
Last accounts
30/09/2024
total exemption full
Next accounts due
30/06/2026
Confirmation statement
Last: 11/06/2025
Due 25/06/2026
Industry
Officers
director · Since 18/04/2013
INDEPENDENT FINANCIAL ADVISER
BRITISH · ENGLAND · Age 63
Also on 2 other boards
director · Since 24/10/2024
DIRECTOR
BRITISH · UNITED KINGDOM · Age 44
Also on 1 other board
Persons with Significant Control
Sbv Holdings Limited
Office 1, 50-54 St. Pauls Square, Birmingham, B3 1QS
Reg: 15995424 · Companies House · Limited Company
Notified 25/10/2024
Former PSCs
Mr Kevin Smith
Ceased 25/10/2024
Charges2 outstanding
KEVIN SMITH · SAMANTHA SMITH · ST PAULS PROPERTY INVESTMENT LTD
BARCLAYS SECURITY TRUSTEE LIMITED
KEVIN SMITH · SAMANTHA SMITH · ST. PAULS INVESTMENT LTD
THE ROYAL BANK OF SCOTLAND PLC
CompanyRankvs 27+ SIC 66110 peers75
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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.
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 30/09/2024
Net Worth
£40k
Balance sheet strength
Cash
£270k
Cash in the bank
Net Current Assets
£802k
Working capital
Current Assets
£1.2M
Current Liabilities
£393k
Fixed Assets
£3k
Debtors
£925k
Tax at Year End(2019)
Balance Sheet
EstimatesDerived
| Year | Current Ratio | Implied Profit |
|---|---|---|
| 2024 | 3.04 | +£0 |
| 2023 | 5.74 | -£660k |
| 2022 | 5.07 | +£193k |
| 2021 | 4.10 | +£238k |
| 2020 | 1.97 | +£46k |
| 2019 | 1.91 | +£30k |
| 2018 | 2.16 | — |
Derived from filed accounts. Not audited figures.