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Dolphin Wealth Management Limited

06351279

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

C/O WHEELER BROWN, 9 AXIUM CENTRE, POOLE, BH16 6FE
Incorporated 23/08/2007

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Sally Angela Roberts

secretary · Since 23/08/2007

ADMINISTRATIVE SECRETARY

BRITISH · UNITED KINGDOM · Age 61

Also on 1 other board

Lee Anthony Roberts

director · Since 23/08/2007

FINANCIAL ADVISER

BRITISH · UNITED KINGDOM · Age 60

Sally Angela Roberts

director · Since 23/08/2007

ADMINISTRATIVE SECRETARY

BRITISH · UNITED KINGDOM · Age 61

Also on 1 other board

Persons with Significant Control

Lee Anthony Roberts

50–75% shares
50–75% votes
Appoint directors
Significant control

British · United Kingdom · Age 60

C/O Wheeler Brown, 9, Axium Centre, Poole, BH16 6FE

Notified 06/04/2016

Sally Angela Roberts

25–50% shares
25–50% votes
Significant control

British · United Kingdom · Age 61

C/O Wheeler Brown, 9, Axium Centre, Poole, BH16 6FE

Notified 06/04/2016

CompanyRankvs 4413+ SIC 64999 peers
71

Financial strength66th percentile among SIC peers · 17/25
Employees80th percentile among SIC peers · 12/15
LiquidityCurrent ratio 1.16× · 12/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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4413Dolphin Wealth Management Limited
71
How is this score calculated?
Financial strength17/25 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.

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

£26k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£11k

Working capital

Current Assets

£55k

Current Liabilities

£47k

Fixed Assets

£15k

3avg. employees-1

Balance Sheet

Assets less current liabilities£26k
Prepared with Sage Accounts Production 24.0 - FRS102_2024

EstimatesDerived

YearCurrent RatioImplied Profit
20261.16+£3k
20251.13+£4k
20241.10+£3k
20231.01+£1k
20220.98-£4k
20211.08—

Derived from filed accounts. Not audited figures.