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Opes Wealth Management Limited

08182058

active
Private Limited Company
Companies House
Health Score
71 / 100

Some Concerns

25/30
Filing
10/30
Financial
36/40
Risk
  • No accounts filed in last 18 months (-5)
  • Current liabilities exceed current assets (-10)
  • 2 outstanding charges (-4)

Details

8 THE SHRUBBERIES, LONDON, E18 1BD
Incorporated 16/08/2012

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

68209
Other letting and operating of own or leased real estate

Officers

Mr Jonathan Edward Caton Ba Fcca Aca

director · Since 16/08/2012

CHARTERED ACCOUNTANT

ENGLISH · ENGLAND · Age 54

Also on 4 other boards

Mrs Kathryn Amanda Caton

director · Since 01/09/2017

DIRECTOR

ENGLISH · ENGLAND · Age 54

Also on 1 other board

Persons with Significant Control

Mr Jonathan Edward Caton

25–50% shares

English · England · Age 54

8, The Shrubberies, London, E18 1BD

Notified 30/06/2016

Mrs Kathryn Amanda Caton

25–50% shares
25–50% votes

English · England · Age 54

8, The Shrubberies, London, E18 1BD

Notified 01/09/2017

Former PSCs

Mr Peter James Caton

Ceased 01/09/2017

Charges2 outstanding

Charge
outstanding

BARCLAYS BANK PLC

Created 14/01/2019Registered 14/01/2019
Charge
outstanding

BARCLAYS BANK PLC

Created 21/02/2018Registered 06/03/2018

CompanyRankvs 81715+ SIC 68209 peers
47

Financial strength55th percentile among SIC peers · 14/25
Employees77th percentile among SIC peers · 12/15
LiquidityCurrent ratio 0.05× · 2/20
Longevity14 years trading (max 15) · 14/15
Filing complianceAll filings up to date · 15/15
Outstanding charges -10
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81715Opes Wealth Management Limited
56
How is this score calculated?
Financial strength14/25 pts

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

Employees12/15 pts

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

Liquidity2/20 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 31/08/2024

Net Worth

£5k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

-£332k

Working capital

Current Assets

£18k

Current Liabilities

£350k

Fixed Assets

£526k

Debtors

£419

2avg. employees+1

Balance Sheet

Bank loans & overdrafts£212k
Assets less current liabilities£194k
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20240.05+£15k
20230.01-£2k
20220.03+£3k
20210.04+£3k
20200.02-£7k
20190.02—
20180.01—

Derived from filed accounts. Not audited figures.