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Ellis Wealth Management Limited

07209186

active
ltd
england wales
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk

No risk factors detected.

Details

Bubnell Hall Bubnell Lane, Bubnell, Baslow, DE45 1RL
Incorporated 31/03/2010

Compliance

Last accounts

31/03/2025

total exemption full

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 11/03/2026

Due 25/03/2027

On track

Industry

64999
Other financial service activities

Officers

Mr Adam Roy Ellis

director · Since 31/03/2010

DIRECTOR

BRITISH · ENGLAND · Age 49

Also on 1 other board

Mrs Francesca Ellis

director · Since 03/04/2010

DIRECTOR

BRITISH · UNITED KINGDOM · Age 42

Adam Roy Ellis

director · Since 31/03/2010

British · England · Age 49

Francesca Ellis

director · Since 03/04/2010

British · United Kingdom · Age 42

Persons with Significant Control

Mrs Francesca Ellis

25–50% shares

English · England · Age 42

Bubnell Hall, Bubnell Lane, Baslow, DE45 1RL

Notified 17/06/2016

Mr Adam Ellis

25–50% shares

English · England · Age 49

Bubnell Hall, Bubnell Lane, Baslow, DE45 1RL

Notified 17/06/2016

Change History

statusactive
2026-07-28

Active

typeltd
2026-07-28

Private Limited Company

address line1Bubnell Hall Bubnell Lane
2026-07-28

BUBNELL HALL BUBNELL LANE

post townBaslow
2026-07-28

BASLOW

officer appointedELLIS, Adam Roy
2026-07-28
officer appointedELLIS, Francesca
2026-07-28

CompanyRankvs 11075+ SIC 64999 peers
53

Financial strength83th percentile among SIC peers · 21/25
Employees16th percentile among SIC peers · 2/15
LiquidityNo balance sheet data · 0/20
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 strength21/25 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.

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.

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

£171k

Balance sheet strength

Cash

£74k

Cash in the bank

Net Current Assets

£64k

Working capital

Current Assets

Current Liabilities

£10k

Fixed Assets

£345k

0avg. employees

Balance Sheet

Assets less current liabilities£409k
Prepared with IRIS Accounts Production

EstimatesDerived

YearImplied Profit
2026+£19k
2025+£46k
2024+£13k

Derived from filed accounts. Not audited figures.