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B3 Wealth Management Limited

06207113

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

SUITES 4 & 5, S18 HUB, DRONFIELD, S18 2XP
Incorporated 10/04/2007

Compliance

Last accounts

30/04/2025

micro entity

Next accounts due

31/01/2027

On track

Confirmation statement

Last: 30/06/2025

Due 14/07/2026

On track

Industry

64999
Other financial service activities

Officers

Mrs Clare Miriam Atack

secretary · Since 10/04/2007

BRITISH · ENGLAND · Age 52

Mr David Mark Atack

director · Since 10/04/2007

FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 54

Persons with Significant Control

Mr David Mark Atack

75–100% shares

British · England · Age 54

Suites 4 & 5, S18 Hub, Callywhite Lane, Dronfield, S18 2XP

Notified 06/04/2016

CompanyRankvs 1020+ SIC 64999 peers
83

Financial strength90th percentile among SIC peers · 23/25
Employees64th percentile among SIC peers · 10/15
LiquidityCurrent ratio 7.99× · 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 strength23/25 pts

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

Employees10/15 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 30/04/2026

Net Worth

£426k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£413k

Working capital

Current Assets

£434k

Current Liabilities

£54k

Fixed Assets

£17k

2avg. employees

Balance Sheet

Assets less current liabilities£430k
Signed by Mr D Atack 3 July 2026Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20267.99+£76k
202510.71+£17k
20244.17+£42k
20236.54

Derived from filed accounts. Not audited figures.