Whelan Wealth Management Limited
07408299
Healthy
- Current liabilities exceed current assets (-10)
Details
Compliance
Accounts
Confirmation statement
Industry
Officers
Persons with Significant Control
Mr Dermott Whelan
British · England · Age 60
5 Yeomans Court, Ware Road, Hertford, SG13 7HJ
Notified 06/04/2016
Mrs Claire Elizabeth Whelan
British · United Kingdom · Age 58
5, Yeomans Court, Hertford, SG13 7HJ
Notified 31/03/2021
Former PSCs
Aspect8 Limited
Ceased 31/10/2019
CompanyRankvs 2888+ SIC 66190 peers56
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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.
Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.
Key FinancialsYear ending 31/03/2025
Net Worth
£213k
Balance sheet strength
Cash
—
Cash in the bank
Net Current Assets
-£38k
Working capital
Current Assets
£15k
Current Liabilities
£53k
Fixed Assets
£251k
Tax at Year End(2024)
Balance Sheet
EstimatesDerived
| Year | Current Ratio | Implied Profit |
|---|---|---|
| 2025 | 0.28 | +£3k |
| 2024 | — | +£13k |
| 2023 | — | +£6k |
| 2022 | — | +£17k |
| 2021 | 3.54 | +£51k |
| 2020 | 6.22 | +£24k |
Derived from filed accounts. Not audited figures.