Unity Wealth Management Limited
06250715
Healthy
- 2 outstanding charges (-4)
Details
Compliance
Last accounts
30/09/2025
total exemption full
Next accounts due
30/06/2027
Confirmation statement
Last: 17/06/2025
Due 01/07/2026
Industry
Officers
director · Since 17/05/2007
INDEPENDENT FINANCIAL ADVISER
BRITISH · UNITED KINGDOM · Age 51
director · Since 20/12/2019
COMPLIANCE DIRECTOR
BRITISH · ENGLAND · Age 60
Persons with Significant Control
Unity Wealth Holdings Limited
Unit 7, The Gardens, Fareham, PO16 8SS
Reg: 12329255 · Companies House · Limited Company
Notified 09/01/2020
Former PSCs
Gregory John Simkin
Ceased 09/01/2020
Mrs Sarah Jane Simkin
Ceased 09/01/2020
Charges2 outstanding
NATIONAL WESTMINSTER BANK PLC
VERTUS CAPITAL SPV1 LIMITED
CompanyRankvs 1900+ SIC 64999 peers69
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How is this score calculated?
Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.
Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.
Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.
One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.
Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.
Risk deductions
Outstanding charges: -10 pts
Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.
Key FinancialsYear ending 30/09/2025
Net Worth
£642k
Balance sheet strength
Cash
£119k
Cash in the bank
Net Current Assets
£13k
Working capital
Current Assets
£121k
Current Liabilities
£108k
Fixed Assets
£1.1M
Debtors
£1k
Tax at Year End
Director Loans(2023)
Balance Sheet
EstimatesDerived
| Year | Current Ratio | Implied Profit |
|---|---|---|
| 2025 | 1.12 | -£115k |
| 2024 | 2.27 | +£253k |
| 2023 | 3.30 | +£199k |
| 2022 | 2.93 | +£54k |
| 2021 | 2.60 | +£76k |
| 2020 | 15.51 | +£167k |
| 2019 | 4.32 | -£195k |
| 2018 | 3.45 | — |
Derived from filed accounts. Not audited figures.