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First Wealth Management Limited

07816220

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

3 PARK ROAD, LONDON, NW1 6AS
Incorporated 19/10/2011

Compliance

Last accounts

31/12/2024

total exemption full

Next accounts due

30/09/2026

On track

Confirmation statement

Last: 16/05/2026

Due 30/05/2027

On track

Industry

66220
Activities of insurance agents and brokers

Officers

Mrs Caroline Cohen

director · Since 12/02/2024

DIRECTOR

BRITISH · ENGLAND · Age 52

Also on 1 other board

Persons with Significant Control

Mr Joe Edward Cohen

Significant control

British · England · Age 56

3, Park Road, London, NW1 6AS

Notified 01/01/2023

Former PSCs

Mrs Caroline Cohen

Ceased 01/01/2023

CompanyRankvs 1129+ SIC 66220 peers
74

Financial strength49th percentile among SIC peers · 12/25
Employees83th percentile among SIC peers · 12/15
LiquidityCurrent ratio 2.03× · 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 strength12/25 pts

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

Employees12/15 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

£6k

Balance sheet strength

Cash

£18k

Cash in the bank

Net Current Assets

£209k

Working capital

Current Assets

£413k

Current Liabilities

£204k

Debtors

£395k

5avg. employees

Balance Sheet

Bank loans & overdrafts£204k
Assets less current liabilities£209k
Prepared with Taxfiler

EstimatesDerived

YearCurrent RatioImplied Profit
20252.03+£417
20241.40+£560
20231.16—

Derived from filed accounts. Not audited figures.