Back to search

Fp Wealth Management Limited

05274147

active
Private Limited Company
Companies House
Health Score
85 / 100

Healthy

25/30
Filing
20/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)

Details

MINSTER CHAMBERS, WIMBORNE, BH21 1HR
Incorporated 01/11/2004

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66190
Other activities auxiliary to financial services

Officers

Ian Mark Bentley

secretary · Since 01/11/2004

BRITISH · ENGLAND · Age 50

Also on 3 other boards

Ian Mark Bentley

director · Since 01/11/2004

FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 50

Also on 3 other boards

Mr Alistair John Ellen

director · Since 01/11/2004

FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 61

Persons with Significant Control

Mr Alistair John Ellen

25–50% shares
25–50% votes

British · England · Age 61

Minster Chambers, 35 High Street, Wimborne, BH21 1HR

Notified 06/04/2016

Miss Helen Gail Bell

25–50% shares
25–50% votes

British · England · Age 61

Minster Chambers, 35 High Street, Wimborne, BH21 1HR

Notified 06/04/2016

Mr Ian Mark Bentley

Significant control

British · England · Age 50

Minster Chambers, 35 High Street, Wimborne, BH21 1HR

Notified 06/04/2016

CompanyRankvs 861+ SIC 66190 peers
75

Financial strength75th percentile among SIC peers · 19/25
Employees90th percentile among SIC peers · 14/15
LiquidityCurrent ratio 1.49× · 12/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Show leaderboard
How is this score calculated?
Financial strength19/25 pts

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

Employees14/15 pts

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

Liquidity12/20 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 31/10/2024

Net Worth

£54k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£52k

Working capital

Current Assets

£157k

Current Liabilities

£105k

Fixed Assets

£3k

5avg. employees-2

Balance Sheet

Assets less current liabilities£54k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20241.49-£2k
20231.75-£37k
20222.36-£35k
20212.63+£6k
20203.00

Derived from filed accounts. Not audited figures.