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O'Connor Wealth Management Limited

05643785

active
Private Limited Company
england wales
Companies House
Health Score
80 / 100

Healthy

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

Details

UNIT 9 BROOK PARK GADDESBY LANE, LEICESTER, LE7 4ZB
Incorporated 02/12/2005

Compliance

Last accounts

31/03/2025

total exemption full

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 08/08/2025

Due 22/08/2026

On track

Industry

66300
Fund management activities

Officers

Susan Anne O'Connor

secretary · Since 02/12/2005

DIRECTOR

BRITISH · UNITED KINGDOM · Age 58

Also on 3 other boards

David George O'Connor

director · Since 02/12/2005

DIRECTOR

BRITISH · UNITED KINGDOM · Age 58

Susan Anne O'Connor

director · Since 02/12/2005

DIRECTOR

BRITISH · UNITED KINGDOM · Age 58

Also on 3 other boards

Persons with Significant Control

Mr David George O'Connor

25–50% shares

British · England · Age 58

Unit 9 Brook Park, Gaddesby Lane, Leicester, LE7 4ZB

Notified 02/12/2016

CompanyRankvs 52+ SIC 66300 peers
85

Financial strength83th percentile among SIC peers · 21/25
Employees95th percentile among SIC peers · 14/15
LiquidityCurrent ratio 3.05× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength21/25 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.

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 31/03/2025

Net Worth

£329k

Balance sheet strength

Cash

£96k

Cash in the bank

Net Current Assets

£190k

Working capital

Current Assets

£282k

Current Liabilities

£92k

Fixed Assets

£149k

Debtors

£186k

7avg. employees-1

Tax at Year End

Corp tax£560

Director Loans

Company owes directors£68k

Balance Sheet

Intangible assets£100k
Assets less current liabilities£338k
Signed by Mr David O'Connor 08/10/2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20253.05-£14k
20242.70-£7k
20232.79-£23k
20223.82+£5k
20216.32+£50k
20202.69-£4k
20191.95

Derived from filed accounts. Not audited figures.