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Forum Wealth Management Limited

04812359

active
Private Limited Company
england wales
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk

No risk factors detected.

Details

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

Compliance

Last accounts

31/03/2026

total exemption full

Next accounts due

31/12/2027

On track

Confirmation statement

Last: 26/06/2026

Due 10/07/2027

On track

Industry

65110
Life insurance
65120
Non-life insurance
65300
65300

Officers

Mr Ian Paul Wilson

secretary · Since 26/06/2003

BRITISH · UNITED KINGDOM · Age 55

Also on 4 other boards

Mr Jonathan St. George Downe

director · Since 26/06/2003

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 65

Also on 2 other boards

Mr Ian Paul Wilson

director · Since 14/09/2007

I F A

BRITISH · ENGLAND · Age 55

Also on 4 other boards

Persons with Significant Control

Mr Ian Paul Wilson

Significant control

British · England · Age 55

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 65

2, Birchwood Avenue, London, N10 3BE

Notified 06/04/2016

Mr Jonathan St. George Downe

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

British · England · Age 65

2, Birchwood Avenue, London, N10 3BE

Notified 06/04/2016

CompanyRankvs 765+ SIC 65110 peers
52

Financial strength84th percentile among SIC peers · 21/25
Employees8th percentile among SIC peers · 1/15
LiquidityNo balance sheet data · 0/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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765Forum Wealth Management Limited
52
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.

Employees1/15 pts

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

Liquidity0/20 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 31/03/2026

Net Worth

£171k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£168k

Working capital

Current Assets

£204k

Current Liabilities

—

Fixed Assets

£4k

Debtors

£13k

0avg. employees-4

Balance Sheet

Assets less current liabilities£172k
Prepared with BrightAccountsProduction v1.0.0

EstimatesDerived

YearCurrent RatioImplied Profit
2026—-£4k
20256.89+£10k
20246.10+£40k
20234.45—

Derived from filed accounts. Not audited figures.