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Forum Wealth Management Limited

04812359

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

46 ALDGATE HIGH STREET, LONDON, EC3N 1AL
Incorporated 26/06/2003

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

65110
Life insurance
65120
Non-life insurance
65300
65300

Officers

Mr Ian Paul Wilson

secretary · Since 26/06/2003

BRITISH · UNITED KINGDOM · Age 54

Also on 4 other boards

Mr Jonathan St. George Downe

director · Since 26/06/2003

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 64

Also on 2 other boards

Mr Ian Paul Wilson

director · Since 14/09/2007

I F A

BRITISH · ENGLAND · Age 54

Also on 4 other boards

Persons with Significant Control

Mr Ian Paul Wilson

Significant control

British · England · Age 54

46, Aldgate High Street, London, EC3N 1AL

Notified 06/04/2016

Mr Jonathan Downe

50–75% shares
50–75% votes
Appoint directors

British · England · Age 64

2, Birchwood Avenue, London, N10 3BE

Notified 06/04/2016

CompanyRankvs 112+ SIC 65110 peers
83

Financial strength84th percentile among SIC peers · 21/25
Employees77th percentile among SIC peers · 12/15
LiquidityCurrent ratio 6.89× · 20/20
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 strength21/25 pts

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

Employees12/15 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 31/03/2025

Net Worth

£175k

Balance sheet strength

Cash

£195k

Cash in the bank

Net Current Assets

£174k

Working capital

Current Assets

£204k

Current Liabilities

£30k

Fixed Assets

£1k

Debtors

£9k

4avg. employees

Balance Sheet

Assets less current liabilities£175k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20256.89+£10k
20246.10+£40k
20234.45+£22k
20222.83+£54k
20212.22+£18k
20201.65+£24k
20191.53—

Derived from filed accounts. Not audited figures.