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Find A Wealth Manager Limited

07812370

active
Private Limited Company
england wales
Companies House
Health Score
85 / 100

Healthy

25/30
Filing
20/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)

Details

4 MOORGATE, LONDON, EC2R 6DA
Incorporated 17/10/2011

Compliance

Last accounts

31/12/2024

full

Next accounts due

30/09/2026

On track

Confirmation statement

Last: 20/08/2025

Due 03/09/2026

On track

Industry

66290
Other activities auxiliary to insurance and pension funding

Officers

Mr Dean Michael Proctor

director · Since 16/10/2020

CHIEF EXECUTIVE

BRITISH · UNITED KINGDOM · Age 54

Also on 22 other boards

Mr Duncan Richard Walker

director · Since 16/10/2020

ACCOUNTANT

BRITISH · UNITED KINGDOM · Age 56

Also on 21 other boards

Indigo Corporate Secretary Limited

secretary · Since 29/09/2021

Also on 186 other boards

Persons with Significant Control

Wealth Services Holdco Limited

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

1, Angel Court, London, EC2R 7HJ

Reg: 15859918 · Companies House · Limited By Shares

Notified 23/08/2024

Former PSCs

Finda Holdings Pte Limited

Ceased 12/02/2018

Mr Dominic Jody Gamble

Ceased 16/10/2020

7im Holdings Limited

Ceased 23/08/2024

Charges0 outstanding

Charge
satisfied

NATIONAL WESTMINSTER BANK PLC AS SECURITY TRUSTEE

Created 21/10/2022Registered 27/10/2022Satisfied 18/01/2024
Charge
satisfied

NATIONAL WESTMINSTER BANK PLC

Created 25/11/2020Registered 08/12/2020Satisfied 25/10/2022

CompanyRankvs 13420+ SIC 66290 peers
58

Financial strength28th percentile among SIC peers · 7/25
Employees61th percentile among SIC peers · 9/15
LiquidityCurrent ratio 1.3× · 12/20
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 strength7/25 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.

Liquidity12/20 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 31/12/2019

Net Worth

£10

Balance sheet strength

Cash

£130k

Cash in the bank

Net Current Assets

£158k

Working capital

Current Assets

£680k

Current Liabilities

£522k

Fixed Assets

£2k

Debtors

£550k

2avg. employees

Tax at Year End

Corp tax£44k

Balance Sheet

Assets less current liabilities£160k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent Ratio
20191.30
201839.32

Derived from filed accounts. Not audited figures.