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Holcombe Wealth Management Limited

08008671

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

9-11 PEEL BROW, BURY, BL0 0AA
Incorporated 27/03/2012

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

70221
Financial management

Officers

Mr Jeremy David Bostock

director · Since 27/03/2012

CHARTERED FINANCIAL PLANNER

BRITISH · ENGLAND · Age 55

Mr David Michael Bostock

director · Since 30/01/2019

DIRECTOR

BRITISH · UNITED KINGDOM · Age 79

Persons with Significant Control

Mr Jeremy David Bostock

50–75% shares
50–75% votes
Appoint directors

British · England · Age 55

9-11, Peel Brow, Bury, BL0 0AA

Notified 06/04/2016

Mrs Philippa Gayle Bostock

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

British · United Kingdom · Age 57

9-11, Peel Brow, Bury, BL0 0AA

Notified 10/11/2016

Mr David Michael Bostock

Significant control

British · United Kingdom · Age 79

9-11, Peel Brow, Bury, BL0 0AA

Notified 30/01/2019

CompanyRankvs 873+ SIC 70221 peers
78

Financial strength87th percentile among SIC peers · 22/25
Employees97th percentile among SIC peers · 15/15
LiquidityCurrent ratio 1.46× · 12/20
Longevity14 years trading (max 15) · 14/15
Filing complianceAll filings up to date · 15/15
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873Holcombe Wealth Management Limited
78
How is this score calculated?
Financial strength22/25 pts

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

Employees15/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity12/20 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 31/03/2026

Net Worth

£122k

Balance sheet strength

Cash

£138k

Cash in the bank

Net Current Assets

£54k

Working capital

Current Assets

£171k

Current Liabilities

£117k

Fixed Assets

£68k

Debtors

£33k

6avg. employees

Tax at Year End(2024)

Corp tax£14k

Director Loans(2024)

Directors owe company£3k

Balance Sheet

Assets less current liabilities£122k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20261.46+£0
20261.46—
20251.38—
20242.90-£20k
20234.97—

Derived from filed accounts. Not audited figures.