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Mcgregors Wealth Management Limited

06930801

active
Private Limited Company
Companies House
Health Score
65 / 100

Some Concerns

25/30
Filing
0/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)
  • Going concern doubt noted in accounts (-10)

Details

LANCASTER HOUSE ACKHURST BUSINESS PARK, CHORLEY, PR7 1NY
Incorporated 11/06/2009

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

99999
Dormant company

Officers

Mr Sam Philip Ward

secretary · Since 24/03/2026

Also on 20 other boards

Mr Sam Philip Ward

director · Since 24/03/2026

BRITISH · ENGLAND · Age 40

Also on 20 other boards

Persons with Significant Control

Pfm Group Limited

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

Paradigm House, Brooke Court, Wilmslow, SK9 3ND

Reg: 05091707 · Companies House · Limited By Shares

Notified 06/04/2016

Former PSCs

Perspective Financial Group Ltd

Ceased 06/04/2016

Charges0 outstanding

Charge
satisfied

MOSAIC PRIVATE EQUITY (NOMINEES) LIMITED

Created 03/06/2014Registered 18/06/2014Satisfied 19/11/2018
Charge
satisfied

PAUL HOGARTH

Created 02/08/2013Registered 17/08/2013Satisfied 09/07/2014
charge
satisfied

LLOYDS TSB BANK PLC

Created 30/04/2012Registered 03/05/2012Satisfied 12/07/2016
charge
satisfied

LLOYDS TSB BANK PLC

Created 19/03/2012Registered 21/03/2012Satisfied 12/07/2016
charge
satisfied

LLOYDS TSB BANK PLC

Created 20/12/2011Registered 21/12/2011Satisfied 12/07/2016
charge
satisfied

LLOYDS TSB BANK PLC

Created 31/08/2011Registered 01/09/2011Satisfied 12/07/2016
charge
satisfied

LLOYDS TSB BANK PLC

Created 30/06/2011Registered 02/07/2011Satisfied 12/07/2016
charge
satisfied

LLOYDS TSB BANK PLC

Created 03/06/2011Registered 04/06/2011Satisfied 12/07/2016
charge
satisfied

LLOYDS TSB BANK PLC

Created 31/05/2011Registered 02/06/2011Satisfied 12/07/2016
charge
satisfied

LLOYDS TSB BANK PLC

Created 23/12/2010Registered 31/12/2010Satisfied 12/07/2016
charge
satisfied

LLOYDS TSB BANK PLC

Created 22/12/2010Registered 30/12/2010Satisfied 12/07/2016
charge
satisfied

MOSAIC PRIVATE EQUITY (NOMINEES) LIMITED (SECURITY TRUSTEE)

Created 14/12/2010Registered 20/12/2010Satisfied 19/11/2018
charge
satisfied

LLOYDS TSB BANK PLC

Created 29/10/2010Registered 02/11/2010Satisfied 12/07/2016
charge
satisfied

LLOYDS TSB BANK PLC

Created 06/08/2010Registered 10/08/2010Satisfied 12/07/2016
charge
satisfied

LLOYDS TSB BANK PLC

Created 04/06/2010Registered 09/06/2010Satisfied 12/07/2016
charge
satisfied

LLOYDS TSB BANK PLC

Created 22/03/2010Registered 25/03/2010Satisfied 12/07/2016
charge
satisfied

LLOYDS TSB BANK PLC

Created 04/02/2010Registered 06/02/2010Satisfied 12/07/2016
charge
satisfied

LLOYDS TSB BANK PLC

Created 08/01/2010Registered 14/01/2010Satisfied 12/07/2016
charge
satisfied

LLOYDS TSB BANK PLC

Created 18/12/2009Registered 29/12/2009Satisfied 12/07/2016
charge
satisfied

LLOYDS TSB BANK PLC

Created 03/12/2009Registered 05/12/2009Satisfied 12/07/2016
charge
satisfied

LLOYDS TSB BANK PLC

Created 16/10/2009Registered 21/10/2009Satisfied 12/07/2016
charge
satisfied

LLOYDS TSB BANK PLC

Created 04/09/2009Registered 10/09/2009Satisfied 12/07/2016
charge
satisfied

MOSAIC PRIVATE EQUITY (NOMINEES) LIMITED (FORMERLY MODUS PRIVATE EQUITY (NOMINEES) LIMITED) (TH

Created 26/06/2009Registered 03/07/2009Satisfied 19/11/2018
charge
satisfied

LLOYDS TSB BANK PLC

Created 26/06/2009Registered 01/07/2009Satisfied 12/07/2016
charge
satisfied

LLOYDS TSB BANK PLC

Created 26/06/2009Registered 01/07/2009Satisfied 12/07/2016
charge
satisfied

LLOYDS TSB BANK PLC

Created 26/06/2009Registered 01/07/2009Satisfied 12/07/2016

CompanyRankvs 26622+ SIC 99999 peers
34

Financial strength56th percentile among SIC peers · 14/25
Employees0th percentile among SIC peers · 0/15
LiquidityNo balance sheet data · 0/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Going concern doubt -10
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26622Mcgregors Wealth Management Limited
44
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.

Employees0/15 pts

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

Liquidity0/20 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

Going concern doubt: -10 pts

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

Going Concern Doubt

Financial Group Limited to their enquiries have no reason to believe that a material uncertainty exists that may cast significant doubt about the ability of the Perspective group to continue as a going concern or its ability to continue with the current banking arrangements. On the basis of their assessment of the company’s financial position and of the enquiries made of the directors of Perspecti

Key FinancialsYear ending 31/12/2018

Net Worth

£79

Balance sheet strength

Cash

£79

Cash in the bank

Net Current Assets

—

Working capital

Current Assets

£79

Current Liabilities

—

Balance Sheet

Assets less current liabilities£79
Prepared with Caseware UK (AP4) 2018.0.196