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Wealth Of Advice Limited

07709624

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

SWALE HOUSE MANDALE BUSINESS PARK, DURHAM, DH1 1TH
Incorporated 19/07/2011

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Christopher Richard Breward

director · Since 19/07/2011

DIRECTOR

BRITISH · UNITED KINGDOM · Age 47

Also on 2 other boards

Mr Matthew Alexander Pentti Sinclair

director · Since 01/05/2023

DIRECTOR

BRITISH · ENGLAND · Age 36

Persons with Significant Control

Mr Christopher Richard Breward

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

British · United Kingdom · Age 47

Swale House, Mandale Business Park, Durham, DH1 1TH

Notified 06/04/2016

Mrs Jodene Breward

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

British · United Kingdom · Age 42

Swale House, Mandale Business Park, Durham, DH1 1TH

Notified 06/04/2016

CompanyRankvs 415+ SIC 64999 peers
88

Financial strength92th percentile among SIC peers · 23/25
Employees98th percentile among SIC peers · 15/15
LiquidityCurrent ratio 2.73× · 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.

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 31/07/2025

Net Worth

£584k

Balance sheet strength

Cash

£115k

Cash in the bank

Net Current Assets

£578k

Working capital

Current Assets

£913k

Current Liabilities

£335k

Fixed Assets

£9k

Debtors

£732k

20avg. employees+1

Balance Sheet

Assets less current liabilities£588k
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20252.73+£84k
20243.27+£230k
20232.68-£81k
20222.88-£16k
20213.38—

Derived from filed accounts. Not audited figures.