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Pioneer Wealth Management Ltd

07691888

active
Private Limited Company
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

THE RETREAT 14A, PENZANCE, TR18 4NY
Incorporated 04/07/2011

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mrs Donna Vivienne Bratt

director · Since 04/07/2011

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 62

Mr Stuart Martin Bratt

director · Since 04/07/2011

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 62

Persons with Significant Control

Mr Stuart Martin Bratt

25–50% shares
25–50% votes
Appoint directors

British · England · Age 62

The Retreat, 14a Laregan Hill, Penzance, TR18 4NY

Notified 06/04/2016

Mrs Donna Vivienne Bratt

25–50% shares
25–50% votes
Appoint directors

British · England · Age 62

The Retreat, 14a Laregan Hill, Penzance, TR18 4NY

Notified 06/04/2016

CompanyRankvs 4465+ SIC 64999 peers
72

Financial strength81th percentile among SIC peers · 20/25
Employees16th percentile among SIC peers · 2/15
LiquidityCurrent ratio 4.44× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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4465Pioneer Wealth Management Ltd
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How is this score calculated?
Financial strength20/25 pts

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

Employees2/15 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 31/12/2025

Net Worth

£130k

Balance sheet strength

Cash

£163k

Cash in the bank

Net Current Assets

£128k

Working capital

Current Assets

£166k

Current Liabilities

£37k

Fixed Assets

£2k

Debtors

£3k

0avg. employees-2

Tax at Year End

Corp tax£37k

Balance Sheet

Intangible assets£0
Assets less current liabilities£131k
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20254.44+£32k
20242.85-£38k
20234.68+£15k
20224.89-£11k
20214.26—

Derived from filed accounts. Not audited figures.