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Farrier Rose Wealth Management Ltd

07482303

active
Private Limited Company
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

MIDWAY HOUSE HERRICK WAY, CHELTENHAM, GL51 6TQ
Incorporated 05/01/2011

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

70221
Financial management

Officers

Jon David Davenport Van Leer

director · Since 05/01/2011

FINANCIAL CONSULTANT

BRITISH · ENGLAND · Age 59

Marie Anne Van Leer

director · Since 01/02/2014

OPERATIONS MANAGER

ENGLISH · UNITED KINGDOM · Age 49

Persons with Significant Control

Mr Jon David Davenport Van Leer

50–75% shares
50–75% votes
Appoint directors

British · United Kingdom · Age 59

Midway House, Herrick Way, Cheltenham, GL51 6TQ

Notified 06/04/2016

Ms Marie Anne Van Leer

25–50% shares
25–50% votes

British · England · Age 49

Midway House, Herrick Way, Cheltenham, GL51 6TQ

Notified 06/04/2016

CompanyRankvs 54+ SIC 70221 peers
89

Financial strength96th percentile among SIC peers · 24/25
Employees97th percentile among SIC peers · 15/15
LiquidityCurrent ratio 2.5× · 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 31/03/2026

Net Worth

£607k

Balance sheet strength

Cash

£645k

Cash in the bank

Net Current Assets

£576k

Working capital

Current Assets

£960k

Current Liabilities

£385k

Fixed Assets

£665k

Debtors

£315k

6avg. employees-1

Balance Sheet

Intangible assets£616k
Bank loans & overdrafts£501k
Assets less current liabilities£1.2M
Signed by 07482303 2025-04-01 2026-03-31 07482303 2026-03-31 07482303 core:RetainedEarningsAccumulatedLosses 2026-03-31 07482303 cPrepared with Digita Accounts Production Advanced

EstimatesDerived

YearCurrent RatioImplied Profit
20262.50-£110k
20252.07-£105k
20242.68-£33k
20231.99

Derived from filed accounts. Not audited figures.