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Fry Wealth Limited

07984774

active
Private Limited Company
england wales
Companies House
Health Score
75 / 100

Some Concerns

25/30
Filing
10/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)
  • Loss before tax (-10)
  • Going concern doubt noted in accounts (-10)

Details

1A TOWER SQUARE, LEEDS, LS1 4DL
Incorporated 09/03/2012

Compliance

Last accounts

31/12/2024

audit exemption subsidiary

Next accounts due

30/09/2026

On track

Confirmation statement

Last: 24/01/2026

Due 07/02/2027

On track

Industry

74909
Other professional, scientific and technical activities

Officers

Mr Graeme Grattan Dickson

director · Since 30/06/2025

GENERAL COUNSEL

BRITISH · ENGLAND · Age 49

Also on 24 other boards

Ms Catherine Theresa Mcvey

director · Since 14/11/2025

CHIEF PEOPLE OFFICER

BRITISH · ENGLAND · Age 62

Also on 9 other boards

Persons with Significant Control

The Progeny Group Limited

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

1a Tower Square, Wellington Street, Leeds, LS1 4DL

Reg: 09276612 · Companies House · Limited Company

Notified 21/04/2023

Former PSCs

Mr Aidan Patrick Bailey

Ceased 06/04/2016

Mr Richard Duncan Lloyd Butler

Ceased 06/04/2016

Mr Stephen James Tucker

Ceased 06/04/2016

Mr Jeremy James Thomas Woodley

Ceased 06/04/2016

Mr David Owen Pugh

Ceased 21/04/2023

Mr Julian Philip Broom

Ceased 21/04/2023

Charges0 outstanding

Charge
satisfied

INVESTEC BANK PLC

Created 24/09/2019Registered 26/09/2019Satisfied 08/08/2023

CompanyRankvs 812+ SIC 74909 peers
78

Financial strength98th percentile among SIC peers · 25/25
Employees91th percentile among SIC peers · 14/15
LiquidityCurrent ratio 2.01× · 20/20
Longevity14 years trading (max 15) · 14/15
Filing complianceAll filings up to date · 15/15
Going concern doubt -10
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How is this score calculated?
Financial strength25/25 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

Going concern doubt: -10 pts

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

Going Concern Doubt

identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the group's and parent company’s ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue. Our responsibilities and the responsibilities of the directors with respect to going concer

Key FinancialsYear ending 31/03/2023

Net Worth

£1.2M

Balance sheet strength

Cash

£793

Cash in the bank

Profit Before Tax

-£947k

Bottom line earnings

Net Current Assets

£4.7M

Working capital

Current Assets

£9.4M

Current Liabilities

£4.6M

Fixed Assets

£524k

Debtors

£531k

Admin Expenses

£22.5M

Profit After Tax

£479k

4avg. employees

Tax at Year End

Corp tax£297k
Dividends paid-£501k

People Costs

Wages & salaries£13.8M

Balance Sheet

Intangible assets£387k
Bank loans & overdrafts£837k
Assets less current liabilities£5.2M
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20232.01+£489k
20220.91-£22k
20212.14-£1.2M
20204.01+£1.6M
20190.44

Derived from filed accounts. Not audited figures.