Wealthwise Financial Services Limited
05117963
Healthy
No risk factors detected.
Details
Compliance
Last accounts
30/09/2025
total exemption full
Next accounts due
30/06/2027
Confirmation statement
Last: 04/05/2026
Due 18/05/2027
Industry
Officers
secretary · Since 04/05/2004
DIRECTOR FOR CORPORATE STRATEGY
BRITISH · UNITED KINGDOM · Age 57
Also on 1 other board
director · Since 04/05/2004
DIRECTOR FOR CORPORATE STRATEGY
BRITISH · UNITED KINGDOM · Age 57
Also on 1 other board
director · Since 04/05/2004
INDEPENDENT FINANCIAL ADVISOR
BRITISH · UNITED KINGDOM · Age 59
Persons with Significant Control
Mr Julian Neil Howell
British · United Kingdom · Age 59
The Cottage, London Road, Kings Worthy, SO23 7QN
Notified 01/07/2016
CompanyRankvs 5468+ SIC 64999 peers68
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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 31/03/2026
Net Worth
£29k
Balance sheet strength
Cash
£1
Cash in the bank
Net Current Assets
£29k
Working capital
Current Assets
£252k
Current Liabilities
£223k
Fixed Assets
£543
Debtors
£252k
Balance Sheet
EstimatesDerived
| Year | Current Ratio |
|---|---|
| 2026 | 1.13 |
| 2024 | 0.99 |
| 2023 | 0.98 |
Derived from filed accounts. Not audited figures.