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Professional Wealth Management Limited

04554297

liquidation
Private Limited Company
Companies House
Health Score
N/A

Details

ONE ELEVEN, BIRMINGHAM, B3 2HJ
Incorporated 04/10/2002

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mrs Helen Michele Thornton

director · Since 14/12/2022

DIRECTOR

BRITISH · ENGLAND · Age 50

Also on 18 other boards

Mr Alexander John Dominic Easton

director · Since 28/02/2023

DIRECTOR

BRITISH · ENGLAND · Age 50

Also on 70 other boards

Persons with Significant Control

Iwp Advisory Group Limited

75–100% shares
75–100% votes
Appoint directors

Office 1.03 - 1.04 Floor One, 7 Stratford Place, London, W1C 1AY

Reg: 12491490 · Companies House, England And Wales · Private Limited Company

Notified 01/07/2024

Former PSCs

Mr Stephen Denham Dickinson

Ceased 01/03/2021

Iwp Newcastle Limited

Ceased 01/07/2024

Charges0 outstanding

charge
satisfied

THE GOVERNOR AND COMPANY OF THE BANK OF SCOTLAND

Created 15/10/2004Registered 21/10/2004Satisfied 02/02/2021

CompanyRankvs 15+ SIC 64999 peers
46

Financial strengthNo net worth data · 0/25
EmployeesNo employee data · 0/15
LiquidityCurrent ratio 1.95× · 16/20
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 strength0/25 pts

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

Employees0/15 pts

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

Liquidity16/20 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 30/06/2020

Net Worth

£181k

Balance sheet strength

Cash

£73k

Cash in the bank

Net Current Assets

£161k

Working capital

Current Assets

£332k

Current Liabilities

£171k

Fixed Assets

£109k

Debtors

£259k

8avg. employees

Tax at Year End

Corp tax£83k

Balance Sheet

Assets less current liabilities£271k
Prepared with Sage Accounts Production Advanced 2020 - FRS102_2019

EstimatesDerived

YearCurrent Ratio
20201.95

Derived from filed accounts. Not audited figures.