Sip Wealth Management Ltd
04807711
Healthy
- Current liabilities exceed current assets (-10)
Details
Previously known as
Compliance
Last accounts
30/06/2025
total exemption full
Next accounts due
31/03/2027
Confirmation statement
Last: 27/06/2025
Due 11/07/2026
Industry
Officers
director · Since 27/02/2004
DIRECTOR
BRITISH · WALES · Age 59
Also on 12 other boards
director · Since 18/12/2023
INDEPENDENT FINANCIAL ADVISER
BRITISH · WALES · Age 28
Also on 1 other board
director · Since 13/11/2024
COMPANY DIRECTOR
BRITISH · WALES · Age 54
Also on 2 other boards
Former
corporate nominee secretary · Resigned 26/06/2003
corporate nominee director · Resigned 26/06/2003
director · Resigned 25/10/2003
secretary · Resigned 25/10/2003
director · Resigned 27/02/2004
secretary · Resigned 27/02/2004
director · Resigned 01/07/2004
secretary · Resigned 01/07/2004
director · Resigned 14/03/2011
director · Resigned 31/03/2018
director · Resigned 31/12/2019
secretary · Resigned 11/03/2024
Persons with Significant Control
Mr Jonathan Simon Francis
British · Wales · Age 59
Unit B, Marina Villas, Trawler Road, Swansea, SA1 1FZ
Notified 06/04/2016
Change History
Active
Private Limited Company
UNIT B, MARINA VILLAS TRAWLER ROAD
SWANSEA
CompanyRankvs 19444+ SIC 82990 peers74
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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 30/06/2025
Net Worth
£582k
Balance sheet strength
Cash
£404k
Cash in the bank
Net Current Assets
£483k
Working capital
Current Assets
£573k
Current Liabilities
£90k
Fixed Assets
£108k
Debtors
£169k
Tax at Year End
Director Loans
Balance Sheet
EstimatesDerived
| Year | Current Ratio | Implied Profit |
|---|---|---|
| 2025 | 6.37 | +£0 |
| 2025 | 6.37 | -£30k |
| 2024 | 9.77 | +£30k |
| 2023 | 6.65 | — |
Derived from filed accounts. Not audited figures.