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G & E Wealth Management Limited

05139850

liquidation
Private Limited Company
england wales
Companies House
Insolvency history
Health Score
N/A

Details

BROOK HOUSE MANOR DRIVE, EXETER, EX5 1GD
Incorporated 27/05/2004

Compliance

Last accounts

27/10/2022

total exemption full

Next accounts due

17/07/2025

Overdue

Confirmation statement

Last: 19/05/2025

Due 02/06/2026

Overdue

Industry

65300
65300

Officers

Michelmores Secretaries Limited

secretary · Since 28/10/2022

BRITISH

Also on 343 other boards

Ms Susan Marie Puddephatt

director · Since 28/10/2022

CHIEF RISK OFFICER

BRITISH · ENGLAND · Age 63

Mr Stephen David Willis

director · Since 28/10/2022

CHARTERED ACCOUNTANT

BRITISH · ENGLAND · Age 46

Also on 39 other boards

Persons with Significant Control

Succession Group Ltd

75–100% shares
75–100% votes
Appoint directors

The Apex, Brest Road, Derriford Business Park, Plymouth, PL6 5FL

Reg: 07882873 · Companies House · Limited By Shares

Notified 02/09/2024

Former PSCs

G&E Professional Services Limited

Ceased 11/06/2021

Garbutt & Elliott Group Limited

Ceased 22/06/2021

G & E (Holdings) Limited

Ceased 11/06/2021

G & E Wealth Management (Holdings) Ltd

Ceased 02/09/2024

Charges0 outstanding

Charge
satisfied

TC SECURITY TRUSTEE LIMITED AS SECURITY TRUSTEE

Created 28/06/2021Registered 29/06/2021Satisfied 14/11/2022

Insolvency History1 case

members voluntary liquidation16/07/2025

Malcolm Rhodes (practitioner) · Luke Venner (practitioner)

CompanyRankvs 2450+ SIC 65300 peers
60

Financial strength93th percentile among SIC peers · 23/25
Employees99th percentile among SIC peers · 15/15
LiquidityCurrent ratio 0.1× · 2/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Insolvency history -10
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How is this score calculated?
Financial strength23/25 pts

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

Employees15/15 pts

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

Liquidity2/20 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.

Risk deductions

Insolvency history: -10 pts

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 27/10/2022

Net Worth

£639k

Balance sheet strength

Cash

£231k

Cash in the bank

Net Current Assets

-£4.4M

Working capital

Current Assets

£499k

Current Liabilities

£4.9M

Fixed Assets

£7.1M

Debtors

£268k

31avg. employees

Balance Sheet

Assets less current liabilities£2.6M
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20220.10-£686
20220.06+£357k
20210.18-£5k
20204.06+£58k
20194.24

Derived from filed accounts. Not audited figures.