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Mgb Wealth Management Limited

08159971

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

FAULKNER HOUSE, WIMBORNE, BH21 1JS
Incorporated 27/07/2012

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66220
Activities of insurance agents and brokers

Officers

Mr Martin Gareth Brunt

director · Since 27/07/2012

DIRECTOR

BRITISH · ENGLAND · Age 63

Also on 5 other boards

Mrs Sophie Brunt

director · Since 01/04/2016

DIRECTOR

BRITISH · ENGLAND · Age 55

Persons with Significant Control

Mr Martin Gareth Brunt

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

British · United Kingdom · Age 63

Faulkner House, 31 West Street, Wimborne, BH21 1JS

Notified 06/04/2016

Mrs Sophie Brunt

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

British · England · Age 55

Faulkner House, 31 West Street, Wimborne, BH21 1JS

Notified 06/04/2016

Charges1 outstanding

Charge
outstanding

METRO BANK PLC

Created 11/05/2018Registered 16/05/2018
charge
satisfied

SVENSKA HANDELSBANKEN AB (PUBL)

Created 04/04/2013Registered 16/04/2013Satisfied 18/12/2023

CompanyRankvs 2968+ SIC 66220 peers
50

Financial strength68th percentile among SIC peers · 17/25
Employees55th percentile among SIC peers · 8/15
LiquidityCurrent ratio 0.8× · 6/20
Longevity14 years trading (max 15) · 14/15
Filing complianceAll filings up to date · 15/15
Outstanding charges -10
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2968Mgb Wealth Management Limited
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How is this score calculated?
Financial strength17/25 pts

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

Employees8/15 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

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

£40k

Balance sheet strength

Cash

£161k

Cash in the bank

Net Current Assets

-£67k

Working capital

Current Assets

£263k

Current Liabilities

£330k

Fixed Assets

£249k

Debtors

£101k

2avg. employees

Tax at Year End(2020)

Corp tax£6k

Balance Sheet

Intangible assets£483
Bank loans & overdrafts£281k
Assets less current liabilities£182k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20250.80—
20248.43—
202310.79—
202212.69-£79k
202134.02+£18k
20203.04—
20190.56—

Derived from filed accounts. Not audited figures.