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Create Wealth Management Ltd

05288526

active
Private Limited Company
Companies House
Health Score
75 / 100

Some Concerns

25/30
Filing
10/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)
  • Current liabilities exceed current assets (-10)

Details

THE ESTATES OFFICE, NEWPORT, NP20 4PG
Incorporated 16/11/2004

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66190
Other activities auxiliary to financial services

Officers

Mr Peter Lewis Davies

director · Since 16/11/2004

INDEPENDENT FINANCIAL ADVISER

BRITISH · ENGLAND · Age 58

Stephen Anthony Ng

secretary · Since 13/02/2006

BRITISH · WALES · Age 60

Also on 5 other boards

Stephen Anthony Ng

director · Since 11/07/2006

FINANCIAL ADVISER

BRITISH · WALES · Age 60

Also on 5 other boards

Persons with Significant Control

Mr Stephen Anthony Ng

25–50% shares
ownership-of-shares-25-to-50-percent-as-firm
25–50% votes

British · United Kingdom · Age 60

The Estates Office, 25-26 Gold Tops, Newport, NP20 4PG

Notified 06/04/2016

Mr Peter Lewis Davies

25–50% shares
25–50% votes
voting-rights-25-to-50-percent-as-firm

British · England · Age 58

The Estates Office, 25-26 Gold Tops, Newport, NP20 4PG

Notified 06/04/2016

CompanyRankvs 1459+ SIC 66190 peers
69

Financial strength25th percentile among SIC peers · 6/25
Employees87th percentile among SIC peers · 13/15
LiquidityCurrent ratio 5.71× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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1459Create Wealth Management Ltd
69
How is this score calculated?
Financial strength6/25 pts

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

Employees13/15 pts

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

Liquidity20/20 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 30/11/2024

Net Worth

£6

Balance sheet strength

Cash

£539k

Cash in the bank

Net Current Assets

£458k

Working capital

Current Assets

£556k

Current Liabilities

£97k

Fixed Assets

£4k

Debtors

£3k

4avg. employees

Tax at Year End(2018)

Corp tax£30k

Director Loans(2018)

Company owes directors£11k

Balance Sheet

Assets less current liabilities£462k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent Ratio
20245.71
20236.15
20225.47
20214.93
20205.18
20195.28
20185.72

Derived from filed accounts. Not audited figures.