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Professional Wealth Management Investment Services Limited

07965334

liquidation
Private Limited Company
england wales
Companies House
Insolvency history
Health Score
N/A

Details

1 LAMBTON ROAD, NEWCASTLE UPON TYNE, NE2 4RX
Incorporated 27/02/2012

Compliance

Last accounts

31/03/2024

audit exemption subsidiary

Next accounts due

31/12/2025

Overdue

Confirmation statement

Last: 27/02/2025

Due 13/03/2026

Overdue

Industry

64999
Other financial service activities

Officers

Mr Alexander John Dominic Easton

director · Since 28/02/2023

DIRECTOR

BRITISH · ENGLAND · Age 50

Also on 70 other boards

Mr Tony Alan Bullock

director · Since 30/04/2025

DIRECTOR

BRITISH · ENGLAND · Age 55

Also on 5 other boards

Persons with Significant Control

Iwp Advisory Group Limited

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

Office 1.03 - 1.04 Floor One, 7 Stratford Place, London, W1C 1AY

Reg: 12491490 · Companies House, England And Wales · Private Limited Company

Notified 01/07/2024

Former PSCs

Mr Philip Cameron Davey

Ceased 01/03/2021

Mrs Margaret Isabel Davey

Ceased 01/03/2021

Iwp Newcastle Limited

Ceased 01/07/2024

Insolvency History1 case

members voluntary liquidation17/07/2025

Laura May Waters (practitioner) · Steven Sherry (practitioner)

CompanyRankvs 15+ SIC 64999 peers
39

Financial strengthNo net worth data · 0/25
EmployeesNo employee data · 0/15
LiquidityCurrent ratio 6.44× · 20/20
Longevity14 years trading (max 15) · 14/15
Filing complianceAll filings up to date · 15/15
Insolvency history -10
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How is this score calculated?
Financial strength0/25 pts

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

Employees0/15 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

Insolvency history: -10 pts

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 30/06/2020

Net Worth

£179k

Balance sheet strength

Cash

£199k

Cash in the bank

Net Current Assets

£177k

Working capital

Current Assets

£209k

Current Liabilities

£32k

Fixed Assets

£3k

Debtors

£10k

3avg. employees

Tax at Year End

Corp tax£27k

Balance Sheet

Assets less current liabilities£179k
Prepared with Sage Accounts Production Advanced 2020 - FRS102_2019

EstimatesDerived

YearCurrent Ratio
20206.44

Derived from filed accounts. Not audited figures.