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Fox Wealth Management Limited

06050724

active
Private Limited Company
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk

No risk factors detected.

Details

38 COLLEGE ROAD, EPSOM, KT17 4HJ
Incorporated 12/01/2007

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66290
Other activities auxiliary to insurance and pension funding

Officers

Ian Nicholas Morgan

director · Since 16/01/2007

FINANCIAL ADVISIOR

BRITISH · UNITED KINGDOM · Age 64

Persons with Significant Control

Mr Ian Nicholas Morgan

75–100% shares

British · England · Age 64

38, College Road, Epsom, KT17 4HJ

Notified 01/06/2016

CompanyRankvs 1137+ SIC 66290 peers
57

Financial strength82th percentile among SIC peers · 21/25
Employees39th percentile among SIC peers · 6/15
LiquidityNo balance sheet data · 0/20
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.

Employees6/15 pts

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

Liquidity0/20 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

£138k

Balance sheet strength

Cash

£352

Cash in the bank

Net Current Assets

£138k

Working capital

Current Assets

Current Liabilities

£138k

1avg. employees

Balance Sheet

Assets less current liabilities£138k
Prepared with Capium Accounts Production

EstimatesDerived

YearImplied Profit
2025-£92
2024+£9k
2023+£257k
2022+£90
2021+£8k
2020+£4k

Derived from filed accounts. Not audited figures.