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Afs Wealth Management Ltd

05264623

active
Private Limited Company
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

OLD STABLES COURT, NEWCASTLE, ST5 1ED
Incorporated 20/10/2004

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Sharon Wheatley

secretary · Since 20/10/2004

BRITISH · UNITED KINGDOM · Age 52

Also on 3 other boards

Nicholas John Evans

director · Since 20/10/2004

MORTGAGE BROKER

BRITISH · ENGLAND · Age 60

Persons with Significant Control

Mr Nicholas John Evans

25–50% shares

British · England · Age 60

Old Stables Court, 6a Queen Street, Newcastle, ST5 1ED

Notified 06/04/2016

Former PSCs

Mrs Sharon Wheatley

Ceased 01/01/2019

Charges0 outstanding

Charge
satisfied

HSBC UK BANK PLC

Created 14/07/2022Registered 21/07/2022Satisfied 06/09/2023

CompanyRankvs 6599+ SIC 64999 peers
69

Financial strength73th percentile among SIC peers · 18/25
Employees97th percentile among SIC peers · 15/15
LiquidityCurrent ratio 0.54× · 6/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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6599Afs Wealth Management Ltd
65
How is this score calculated?
Financial strength18/25 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.

Liquidity6/20 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

Turnover

£724k

Annual revenue

Net Worth

£57k

Balance sheet strength

Cash

£60k

Cash in the bank

Profit Before Tax

£144k

Bottom line earnings

Net Current Assets

-£100k

Working capital

Current Assets

£119k

Current Liabilities

£218k

Fixed Assets

£537k

Debtors

£59k

Cost of Sales

£9k

Gross Profit

£715k

Admin Expenses

£527k

Operating Profit

£188k

Profit After Tax

£92k

12avg. employees+4

Tax at Year End

Dividends paid-£80k

Balance Sheet

Intangible assets£485k
Assets less current liabilities£437k
Signed by 05264623 2024-04-01 2025-03-31 05264623 2025-03-31 05264623 core:CurrentFinancialInstruments 2025-03-31 05264623 core:CuPrepared with Digita Accounts Production Advanced

EstimatesDerived

YearCurrent RatioImplied Profit
20250.54+£12k
20240.83-£9k
20230.56-£4k
20220.89+£38k
20210.44+£11k
20200.22-£20k
20192.03—

Derived from filed accounts. Not audited figures.