Concise Wealth Management Limited
07287601
Some Concerns
- No accounts filed in last 18 months (-5)
- Current liabilities exceed current assets (-10)
- 2 outstanding charges (-4)
Details
Compliance
Accounts
Confirmation statement
Industry
Officers
director · Since 17/06/2010
DIRECTOR
BRITISH · ENGLAND · Age 46
Also on 1 other board
Persons with Significant Control
Mrs Louise Cheryl Worden
British · England · Age 46
Wealth, And Business Centre, Paignton, TQ3 2SG
Notified 06/04/2016
Former PSCs
Mr Andrew Worden
Ceased 29/11/2025
Charges2 outstanding
NATIONAL WESTMINSTER BANK PLC
NATIONAL WESTMINSTER BANK PLC
CompanyRankvs 694+ SIC 64999 peers75
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How is this score calculated?
Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.
Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.
Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.
One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.
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 31/12/2024
Net Worth
£226k
Balance sheet strength
Cash
—
Cash in the bank
Net Current Assets
£83k
Working capital
Current Assets
£106k
Current Liabilities
£24k
Fixed Assets
£361k
Balance Sheet
EstimatesDerived
| Year | Current Ratio | Implied Profit |
|---|---|---|
| 2024 | 4.40 | -£8k |
| 2023 | 2.32 | +£23k |
| 2022 | 0.77 | -£22k |
| 2021 | 0.92 | — |
Derived from filed accounts. Not audited figures.