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Avidity Wealth Management Limited

07239722

active
Private Limited Company
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

AFH HOUSE BUNTSFORD DRIVE, BROMSGROVE, B60 4JE
Incorporated 29/04/2010

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Tim John Yates

director · Since 29/04/2010

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 59

Also on 4 other boards

Mr Roger Huw Davis

director · Since 04/09/2015

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 52

Also on 3 other boards

Mr James Robert Chamberlain

director · Since 12/04/2023

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 34

Also on 1 other board

Mr Robert Anthony Clark

director · Since 12/04/2023

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 38

Also on 1 other board

Persons with Significant Control

Avidity Wealth Management Holdings Ltd

75–100% shares

Suite 1 Phoenix House, 63 Campfield Road, St. Albans, AL1 5FL

Reg: 07239767 · Registrar Of Companies (England And Wales) · Private Limited Company

Notified 06/04/2016

Former PSCs

Mr Peter David Rex Ambrose

Ceased 24/04/2023

Mr Tim John Yates

Ceased 24/04/2023

Charges0 outstanding

Charge
satisfied

QUILTER FINANCIAL PLANNING LIMITED

Created 18/04/2023Registered 18/04/2023Satisfied 27/10/2025

CompanyRankvs 162+ SIC 64999 peers
89

Financial strength96th percentile among SIC peers · 24/25
Employees98th percentile among SIC peers · 15/15
LiquidityCurrent ratio 4.82× · 20/20
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 strength24/25 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.

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 22/10/2025

Net Worth

£1.8M

Balance sheet strength

Cash

£1.7M

Cash in the bank

Net Current Assets

£1.8M

Working capital

Current Assets

£2.3M

Current Liabilities

£472k

Fixed Assets

£36k

Debtors

£621k

22avg. employees

Tax at Year End(2020)

Dividends paid£900k

Balance Sheet

Assets less current liabilities£1.8M
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20254.82+£0
20254.82+£983k
20253.19+£428k
20242.56+£209k
20231.55-£77k
20221.77-£98k
20211.79-£20k
20202.30+£291k
20191.43—

Derived from filed accounts. Not audited figures.