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Harris Associates Wealth Management Limited

07992007

active
Private Limited Company
Companies House
Health Score
70 / 100

Some Concerns

30/30
Filing
0/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)
  • Going concern doubt noted in accounts (-10)

Details

4 FENICE COURT, EATON SOCON, PE19 8EP
Incorporated 15/03/2012

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mrs. Diane Yvonne Harris

secretary · Since 15/03/2012

Mr David John Harris

director · Since 15/03/2012

FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 65

Mr Christopher David Harris

director · Since 22/01/2019

FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 42

Persons with Significant Control

Mr David John Harris

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

British · England · Age 65

88, Spring Lane, Royston, SG8 5HT

Notified 06/04/2016

CompanyRankvs 9520+ SIC 64999 peers
51

Financial strength49th percentile among SIC peers · 12/25
Employees93th percentile among SIC peers · 14/15
LiquidityCurrent ratio 0.74× · 6/20
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 strength12/25 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.

Liquidity6/20 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

and in accordance with Financial Reporting Standard 102 section 1A Small Entities "The Financial Reporting Standard applicable in the UK and Republic of Ireland" and the Companies Act 2006. 2.2. Going Concern Disclosure The directors have not identified any material uncertainties related to events or conditions that may cast significant doubt about the company's ability to continue as a going

Key FinancialsYear ending 31/03/2025

Net Worth

£3k

Balance sheet strength

Cash

£35k

Cash in the bank

Net Current Assets

-£43k

Working capital

Current Assets

£123k

Current Liabilities

£166k

Fixed Assets

£379k

Debtors

£88k

7avg. employees

Balance Sheet

Intangible assets£372k
Assets less current liabilities£335k
Signed by Mr D J Harris 17 December 2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20250.74-£60k
20240.63-£43k
20230.44-£67k
20220.34-£52k
20210.65—

Derived from filed accounts. Not audited figures.