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Broomfield & Alexander Wealth Management Ltd

07888564

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

DYFFRYN HOUSE, NEATH, SA10 7AZ
Incorporated 21/12/2011

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66190
Other activities auxiliary to financial services

Officers

Mr James Edward Dobson

director · Since 25/07/2016

CHARTERED ACCOUNTANT

BRITISH · UNITED KINGDOM · Age 47

Also on 2 other boards

Persons with Significant Control

Former PSCs

Afh Jv (Holdings) Ltd

Ceased 01/12/2018

CompanyRankvs 25490+ SIC 66190 peers
64

Financial strength37th percentile among SIC peers · 9/25
Employees37th percentile among SIC peers · 6/15
LiquidityCurrent ratio 2.6× · 20/20
Longevity14 years trading (max 15) · 14/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength9/25 pts

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

Employees6/15 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.

Longevity14/15 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 31/03/2025

Net Worth

£122

Balance sheet strength

Cash

£11k

Cash in the bank

Net Current Assets

£20k

Working capital

Current Assets

£32k

Current Liabilities

£12k

Debtors

£21k

1avg. employees

Tax at Year End(2020)

Corp tax£6k

Balance Sheet

Assets less current liabilities£20k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20252.60
20242.09
20232.66
20221.85-£4k
20212.37
20204.06
20195.13

Derived from filed accounts. Not audited figures.