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Panoramic Wealth Management Limited

07053723

active
Private Limited Company
Companies House
Health Score
75 / 100

Some Concerns

25/30
Filing
10/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)
  • Current liabilities exceed current assets (-10)

Details

9 TEISE CLOSE, TUNBRIDGE WELLS, TN2 5JN
Incorporated 22/10/2009

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66290
Other activities auxiliary to insurance and pension funding

Officers

Jill Jefferies

secretary · Since 22/10/2009

Mr Gary Arthur Jefferies

director · Since 22/10/2009

NONE

BRITISH · ENGLAND · Age 65

Persons with Significant Control

Mr Gary Arthur Jefferies

25–50% shares
75–100% votes
Appoint directors

British · England · Age 65

9, Teise Close, Tunbridge Wells, TN2 5JN

Notified 06/04/2016

Mr Ross Gary Jefferies

25–50% shares

British · England · Age 30

9, Teise Close, Tunbridge Wells, TN2 5JN

Notified 22/03/2019

CompanyRankvs 74+ SIC 66290 peers
86

Financial strength88th percentile among SIC peers · 22/25
Employees90th percentile among SIC peers · 14/15
LiquidityCurrent ratio 5.83× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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74Panoramic Wealth Management Limited
86
How is this score calculated?
Financial strength22/25 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.

Liquidity20/20 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 31/10/2024

Net Worth

£267k

Balance sheet strength

Cash

£212k

Cash in the bank

Net Current Assets

£194k

Working capital

Current Assets

£234k

Current Liabilities

£40k

Fixed Assets

£73k

Debtors

£22k

6avg. employees

Tax at Year End(2019)

Corp tax£10k
Prepared with Taxfiler

EstimatesDerived

YearCurrent RatioImplied Profit
20245.83+£47k
20237.42+£12k
20226.23+£24k
20215.53+£46k
20206.89+£37k
20192.03-£3k
20184.82—

Derived from filed accounts. Not audited figures.