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B3 Wealth Management Limited

06207113

active
Private Limited Company
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

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

Compliance

Accounts

Up to date

Confirmation statement

Up to date

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 53

Persons with Significant Control

Mr David Mark Atack

75–100% shares

British · England · Age 53

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

Notified 06/04/2016

CompanyRankvs 1177+ SIC 64999 peers
82

Financial strength89th percentile among SIC peers · 22/25
Employees64th percentile among SIC peers · 10/15
LiquidityCurrent ratio 10.71× · 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 strength22/25 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 30/04/2025

Net Worth

£350k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£337k

Working capital

Current Assets

£353k

Current Liabilities

£33k

Fixed Assets

£20k

2avg. employees+4

Balance Sheet

Assets less current liabilities£357k
Signed by Mr D Atack 26 August 2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
202510.71+£17k
20244.17+£42k
20236.54+£14k
20224.39+£51k
20214.52

Derived from filed accounts. Not audited figures.