Back to search

Abacus Wealth Management Limited

06261779

active
Private Limited Company
england wales
Companies House
Health Score
90 / 100

Healthy

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

No risk factors detected.

Details

3A BLUE SKY WAY, HEBBURN, NE31 2EQ
Incorporated 29/05/2007

Compliance

Last accounts

31/03/2025

total exemption full

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 10/03/2026

Due 24/03/2027

On track

Industry

65110
Life insurance
65300
65300

Officers

Mr Ian Roy White

director · Since 29/05/2007

FINANCIAL ADVISER

BRITISH · UNITED KINGDOM · Age 66

Also on 1 other board

Mrs Julie Forster White

director · Since 01/04/2024

COMPANY DIRECTOR

BRITISH · ENGLAND · Age 60

Persons with Significant Control

Abacus Wealth Management Group Limited

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

Midway House, Herrick Way, Cheltenham, GL51 6TQ

Reg: 16912830 · England And Wales · Limited Company

Notified 02/04/2026

Former PSCs

Mr Ian Roy White

Ceased 02/04/2026

Mrs Julie Forster White

Ceased 02/04/2026

CompanyRankvs 368+ SIC 65110 peers
70

Financial strength60th percentile among SIC peers · 15/25
Employees86th percentile among SIC peers · 13/15
LiquidityCurrent ratio 1.13× · 12/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Show leaderboard
How is this score calculated?
Financial strength15/25 pts

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

Employees13/15 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.

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 31/03/2026

Net Worth

£22k

Balance sheet strength

Cash

£52k

Cash in the bank

Net Current Assets

£18k

Working capital

Current Assets

£159k

Current Liabilities

£141k

Fixed Assets

£3k

Debtors

£107k

6avg. employees-1

Balance Sheet

Assets less current liabilities£22k
Prepared with Taxfiler

EstimatesDerived

YearCurrent RatioImplied Profit
20261.13-£13k
20251.35-£19k
20240.97-£1k
20231.30

Derived from filed accounts. Not audited figures.