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Sip Wealth Management Ltd

04807711

active
Private Limited Company
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

UNIT B, MARINA VILLAS TRAWLER ROAD, SWANSEA, SA1 1FZ
Incorporated 23/06/2003

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

82990
Other business support service activities

Officers

Mr Jonathan Simon Francis

director · Since 27/02/2004

DIRECTOR

BRITISH · WALES · Age 59

Also on 12 other boards

Mr Alexander Lloyd Francis

director · Since 18/12/2023

INDEPENDENT FINANCIAL ADVISER

BRITISH · WALES · Age 28

Also on 1 other board

Mr Paul James Williamson

director · Since 13/11/2024

COMPANY DIRECTOR

BRITISH · WALES · Age 54

Also on 2 other boards

Persons with Significant Control

Mr Jonathan Simon Francis

50–75% shares

British · Wales · Age 59

Unit B, Marina Villas, Trawler Road, Swansea, SA1 1FZ

Notified 06/04/2016

CompanyRankvs 19733+ SIC 82990 peers
74

Financial strength94th percentile among SIC peers · 24/25
Employees0th percentile among SIC peers · 0/15
LiquidityCurrent ratio 6.37× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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19733Sip Wealth Management Ltd
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How is this score calculated?
Financial strength24/25 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.

Liquidity20/20 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 30/06/2025

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

Corp tax£75k

Director Loans

Directors owe company£40k

Balance Sheet

Assets less current liabilities£591k
Signed by Mr Jonathan Francis 11/03/2026Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20256.37+£0
20256.37-£30k
20249.77+£30k
20236.65-£65k
20224.06+£177k
20211.90-£153k
20195.23-£3k
20183.72—

Derived from filed accounts. Not audited figures.