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Gerald Thomas Wealth Management Limited

07152145

active
Private Limited Company
england wales
Companies House
Health Score
85 / 100

Healthy

25/30
Filing
20/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)

Details

MHA HOUSE CHARTER COURT, SWANSEA, SA7 9FS
Incorporated 09/02/2010

Compliance

Last accounts

29/09/2024

micro entity

Next accounts due

29/06/2026

On track

Confirmation statement

Last: 09/02/2026

Due 23/02/2027

On track

Industry

64999
Other financial service activities

Officers

Mr Philip James Williams

director · Since 01/07/2010

TAX PARTNER

ENGLISH · WALES · Age 69

John Michael Evans

director · Since 12/06/2013

CHARTERED ACCOUNTANT

BRITISH · UNITED KINGDOM · Age 72

Also on 1 other board

Mr Bernard George Garland

director · Since 12/06/2013

CHARTERED ACCOUNTANT

IRISH · WALES · Age 65

Mrs Margaret Elizabeth Jones

director · Since 12/06/2013

CHARTERED ACCOUNTANT

BRITISH · UNITED KINGDOM · Age 75

Also on 5 other boards

Persons with Significant Control

Mr Philip James Williams

Significant control

English · Wales · Age 69

Mha House, Charter Court, Swansea, SA7 9FS

Notified 06/04/2016

CompanyRankvs 10799+ SIC 64999 peers
54

Financial strength41th percentile among SIC peers · 10/25
Employees16th percentile among SIC peers · 2/15
LiquidityCurrent ratio 1.06× · 12/20
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 strength10/25 pts

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

Employees2/15 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 29/09/2024

Net Worth

£494

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£494

Working capital

Current Assets

£9k

Current Liabilities

£8k

0avg. employees-1

Balance Sheet

Assets less current liabilities£494
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20241.06
20231.12
20221.04
20211.03
20201.15
20191.06-£742
20181.03

Derived from filed accounts. Not audited figures.