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Financial Options Wealth Management Limited

07654078

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

70 MARKET STREET, BURY, BL8 3LJ
Incorporated 01/06/2011

Compliance

Last accounts

30/06/2025

micro entity

Next accounts due

31/03/2027

On track

Confirmation statement

Last: 23/04/2026

Due 07/05/2027

On track

Industry

64999
Other financial service activities

Officers

Mr Christian John Pepper

director · Since 07/06/2011

DIRECTOR

BRITISH · UNITED KINGDOM · Age 53

Also on 4 other boards

Mrs Sarah Lloyd

director · Since 01/08/2011

FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 49

Also on 1 other board

Persons with Significant Control

Mr Christian John Pepper

50–75% shares
50–75% votes

British · England · Age 53

42, High Street, Bury, BL8 3AN

Notified 31/05/2017

Mrs Sarah Lloyd

25–50% shares
25–50% votes

British · England · Age 49

70, Market Street, Bury, BL8 3LJ

Notified 31/05/2017

CompanyRankvs 1053+ SIC 64999 peers
83

Financial strength93th percentile among SIC peers · 23/25
Employees64th percentile among SIC peers · 10/15
LiquidityCurrent ratio 325.81× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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1053Financial Options Wealth Management Limited
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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.

Employees10/15 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 30/06/2025

Net Worth

£801k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£507k

Working capital

Current Assets

£508k

Current Liabilities

£2k

Fixed Assets

£294k

2avg. employees

Balance Sheet

Assets less current liabilities£801k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
2025325.81+£101k
2024269.52+£100k
2023248.52—

Derived from filed accounts. Not audited figures.