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Ivan Edgar Wealth Management Limited

06315369

active
Private Limited Company
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

THE OAST HOUSE HAWE LANE, CANTERBURY, CT2 0LP
Incorporated 17/07/2007

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Ivan Edgar

director · Since 20/07/2008

DIRECTOR

IRISH · ENGLAND · Age 64

Also on 1 other board

Mrs Naomi Mary Edgar

director · Since 06/04/2018

DIRECTOR

BRITISH · ENGLAND · Age 63

Also on 1 other board

Persons with Significant Control

Mr Ivan Edgar

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

Irish · England · Age 64

The Oast House, Hawe Lane, Canterbury, CT2 0LP

Notified 06/04/2016

CompanyRankvs 9135+ SIC 64999 peers
62

Financial strength56th percentile among SIC peers · 14/25
Employees80th percentile among SIC peers · 12/15
LiquidityCurrent ratio 0.84× · 6/20
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 strength14/25 pts

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

Employees12/15 pts

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

Liquidity6/20 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 31/07/2025

Net Worth

£9k

Balance sheet strength

Cash

£27

Cash in the bank

Net Current Assets

-£77k

Working capital

Current Assets

£416k

Current Liabilities

£494k

Fixed Assets

£115k

Debtors

£416k

3avg. employees

Balance Sheet

Assets less current liabilities£37k
Signed by Mr Ivan Edgar 29/12/2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20250.84-£10k
20240.91-£80k
20231.32-£193k
20222.54+£273k
20210.73—

Derived from filed accounts. Not audited figures.