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Moneta Wealth Management Limited

07488597

active
Private Limited Company
england wales
Companies House
Health Score
90 / 100

Healthy

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

No risk factors detected.

Details

ONE, WELLS, BA5 2LA
Incorporated 11/01/2011

Compliance

Last accounts

31/01/2025

micro entity

Next accounts due

31/10/2026

On track

Confirmation statement

Last: 11/01/2026

Due 25/01/2027

On track

Industry

64999
Other financial service activities

Officers

Ian Thomas Boalch

director · Since 11/01/2011

COMPANY DIRECTOR

BRITISH · ENGLAND

Joanne Swift

secretary · Since 01/02/2019

Persons with Significant Control

Ian Thomas Boalch

75–100% shares
75–100% votes
Appoint directors

British · England

Notified 06/04/2016

CompanyRankvs 1202+ SIC 64999 peers
82

Financial strength91th percentile among SIC peers · 23/25
Employees63th percentile among SIC peers · 9/15
LiquidityCurrent ratio 11.52× · 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 strength23/25 pts

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

Employees9/15 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 31/01/2026

Net Worth

£501k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£479k

Working capital

Current Assets

£509k

Current Liabilities

£44k

Fixed Assets

£39k

2avg. employees+1

Balance Sheet

Assets less current liabilities£518k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
202611.52+£92k
202513.53+£120k
202414.51-£15k
20236.02—

Derived from filed accounts. Not audited figures.