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Vertis Private Wealth Management Limited

07934669

active
Private Limited Company
Companies House
Health Score
78 / 100

Some Concerns

30/30
Filing
10/30
Financial
38/40
Risk
  • Current liabilities exceed current assets (-10)
  • 1 outstanding charge (-2)

Details

CAMPION HOUSE, KIDDERMINSTER, DY10 1JL
Incorporated 03/02/2012

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66300
Fund management activities

Officers

Mr Mitchell Neale

director · Since 03/02/2012

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 64

Persons with Significant Control

Mr Mitchell Neale

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

British · England · Age 64

School Lodge, Church Lane, Astley, DY13 0RN

Notified 06/04/2016

Mrs Karen Jane Neale

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

British · United Kingdom · Age 63

School Lodge, Church Lane, Astley, DY13 0RN

Notified 06/04/2016

Charges1 outstanding

charge
outstanding

MITCHELL NEALE AND KAREN NEALE

Created 31/08/2012Registered 18/09/2012

CompanyRankvs 115+ SIC 66300 peers
72

Financial strength77th percentile among SIC peers · 19/25
Employees94th percentile among SIC peers · 14/15
LiquidityCurrent ratio 2.77× · 20/20
Longevity14 years trading (max 15) · 14/15
Filing complianceAll filings up to date · 15/15
Outstanding charges -10
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How is this score calculated?
Financial strength19/25 pts

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

Employees14/15 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.

Risk deductions

Outstanding charges: -10 pts

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

£133k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£136k

Working capital

Current Assets

£213k

Current Liabilities

£77k

Fixed Assets

£2k

Debtors

£102k

6avg. employees

Balance Sheet

Assets less current liabilities£138k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20252.77+£313
20243.42+£609
20234.17+£1k
20224.43-£77k
20213.91

Derived from filed accounts. Not audited figures.