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Unity Wealth Management Limited

06250715

active
Private Limited Company
england wales
Companies House
Health Score
86 / 100

Healthy

30/30
Filing
20/30
Financial
36/40
Risk
  • 2 outstanding charges (-4)

Details

7 THE GARDENS, FAREHAM, PO16 8SS
Incorporated 17/05/2007

Compliance

Last accounts

30/09/2025

total exemption full

Next accounts due

30/06/2027

On track

Confirmation statement

Last: 17/06/2025

Due 01/07/2026

On track

Industry

64999
Other financial service activities

Officers

Mrs Sarah Jane Simkin

secretary · Since 17/05/2007

BRITISH · UNITED KINGDOM · Age 49

Mr Greg John Simkin

director · Since 17/05/2007

INDEPENDENT FINANCIAL ADVISER

BRITISH · UNITED KINGDOM · Age 51

Miss Jacqueline Ann Matthews

director · Since 20/12/2019

COMPLIANCE DIRECTOR

BRITISH · ENGLAND · Age 60

Mrs Yvonne Bartlett

director · Since 18/03/2021

OPERATIONS DIRECTOR

ENGLISH · ENGLAND · Age 46

Persons with Significant Control

Unity Wealth Holdings Limited

75–100% shares
75–100% votes
Appoint directors

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

Charge
outstanding

NATIONAL WESTMINSTER BANK PLC

Created 22/05/2025Registered 02/06/2025
Charge
outstanding

VERTUS CAPITAL SPV1 LIMITED

Created 20/10/2022Registered 26/10/2022

CompanyRankvs 1900+ SIC 64999 peers
69

Financial strength92th percentile among SIC peers · 23/25
Employees95th percentile among SIC peers · 14/15
LiquidityCurrent ratio 1.12× · 12/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Outstanding charges -10
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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.

Employees14/15 pts

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

Liquidity12/20 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.

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

9avg. employees

Tax at Year End

Corp tax£88k

Director Loans(2023)

Directors owe company£14k

Balance Sheet

Assets less current liabilities£1.1M
Signed by Mr G Simkin 31st October 2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20251.12-£115k
20242.27+£253k
20233.30+£199k
20222.93+£54k
20212.60+£76k
202015.51+£167k
20194.32-£195k
20183.45

Derived from filed accounts. Not audited figures.