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Avidity Wealth Management Holdings Limited

07239767

active
Private Limited Company
Companies House
Health Score
80 / 100

Healthy

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

No risk factors detected.

Details

AFH HOUSE BUNTSFORD DRIVE, BROMSGROVE, B60 4JE
Incorporated 30/04/2010

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64205
Activities of financial services holding companies

Officers

Mr Tim John Yates

director · Since 30/04/2010

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

Former PSCs

Mr Timothy John Yates

Ceased 24/04/2023

Mr Peter David Rex Ambrose

Ceased 24/04/2023

Charges0 outstanding

Charge
satisfied

QUILTER FINANCIAL PLANNING LIMITED

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

CompanyRankvs 1703+ SIC 64205 peers
49

Financial strength61th percentile among SIC peers · 15/25
Employees29th percentile among SIC peers · 4/15
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 strength15/25 pts

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

Employees4/15 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 22/10/2025

Net Worth

£10k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£10k

Working capital

Current Assets

£10k

Current Liabilities

Fixed Assets

£2

0avg. employees

Balance Sheet

Assets less current liabilities£10k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
2025+£0
2025+£0
2025+£0
2024+£0
2023+£0
20221.02+£0
20211.02+£0
20201.05+£0

Derived from filed accounts. Not audited figures.