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Baggette & Company Wealth Management Limited

07138035

active
Private Limited Company
Companies House
Health Score
88 / 100

Healthy

30/30
Filing
20/30
Financial
38/40
Risk
  • 1 outstanding charge (-2)

Details

NORTH HOUSE, POOLE, BH15 2BX
Incorporated 27/01/2010

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66190
Other activities auxiliary to financial services

Officers

Mrs Joanna Lisa Hjalmas

director · Since 06/04/2023

MANAGING DIRECTOR

BRITISH · ENGLAND · Age 39

Also on 4 other boards

Mr Oscar Magnus Hjalmas

director · Since 06/04/2023

CHIEF EXECUTIVE OFFICER

BRITISH · ENGLAND · Age 38

Also on 4 other boards

Persons with Significant Control

Me23 Holding Limited

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

6, Merley Lane, Wimborne, BH21 1RX

Reg: 13992787 · Companies House · Private Company Limited By Shares

Notified 06/04/2023

Former PSCs

Mr Keith Alexander Baggette

Ceased 29/11/2019

Mrs Vicky Phillipa Baggette

Ceased 29/11/2019

White Pearl Capital Limited

Ceased 06/04/2023

Charges1 outstanding

Charge
outstanding

EVBL (GENERAL PARTNER EV SME LOANS II) LIMITED ACTING ON BEHALF OF AND IN ITS CAPACITY AS GENER

Created 06/04/2023Registered 11/04/2023

CompanyRankvs 490+ SIC 66190 peers
74

Financial strength92th percentile among SIC peers · 23/25
Employees98th percentile among SIC peers · 15/15
LiquidityCurrent ratio 1.51× · 16/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Outstanding charges -10
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490Baggette & Company Wealth Management Limited
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How is this score calculated?
Financial strength23/25 pts

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

Employees15/15 pts

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

Liquidity16/20 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

Outstanding charges: -10 pts

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

Key FinancialsYear ending 31/03/2025

Net Worth

£521k

Balance sheet strength

Cash

£588k

Cash in the bank

Net Current Assets

£221k

Working capital

Current Assets

£653k

Current Liabilities

£432k

Fixed Assets

£613k

Debtors

£66k

21avg. employees+3

Tax at Year End(2022)

Corp tax£150k

Balance Sheet

Assets less current liabilities£834k
Prepared with Digita Accounts Production Advanced

EstimatesDerived

YearCurrent RatioImplied Profit
20251.51+£233k
20241.33+£98k
20232.01-£735k
20223.51+£457k
20213.06+£131k
20202.15—

Derived from filed accounts. Not audited figures.