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Mike Rogers Wealth Management (Ifa) Limited

07555963

active
Private Limited Company
england wales
Companies House
Health Score
75 / 100

Some Concerns

25/30
Filing
10/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)
  • Current liabilities exceed current assets (-10)

Details

6 LODGE CLOSE, TAUNTON, TA1 5JT
Incorporated 08/03/2011

Compliance

Last accounts

31/03/2025

micro entity

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 08/03/2026

Due 22/03/2027

On track

Industry

66190
Other activities auxiliary to financial services

Officers

Mrs Michelle Anne Rogers

director · Since 14/03/2011

SECRETARY

BRITISH · UNITED KINGDOM · Age 58

Mr Michael George Crighton Rogers

director · Since 23/01/2016

FINANCIAL CONSULTANT

BRITISH · UNITED KINGDOM · Age 61

Also on 5 other boards

Persons with Significant Control

Mr Michael George Crighton Rogers

25–50% shares

British · United Kingdom · Age 61

6, Lodge Close, Taunton, TA1 5JT

Notified 01/03/2017

Mrs Michelle Anne Rogers

25–50% shares

British · England · Age 58

6, Lodge Close, Taunton, TA1 5JT

Notified 01/03/2017

CompanyRankvs 326+ SIC 66190 peers
83

Financial strength94th percentile among SIC peers · 24/25
Employees63th percentile among SIC peers · 9/15
LiquidityCurrent ratio 819.15× · 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.

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 31/03/2025

Net Worth

£760k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£760k

Working capital

Current Assets

£761k

Current Liabilities

£929

2avg. employees-1

Balance Sheet

Assets less current liabilities£760k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
2025819.15-£17k
202433.99+£175k
20238.17—

Derived from filed accounts. Not audited figures.