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Tracey Mather Wealth Management Limited

08189745

active
Private Limited Company
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk

No risk factors detected.

Details

THE ORCHARD CHARLEY ROAD, LOUGHBOROUGH, LE12 9YB
Incorporated 23/08/2012

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mrs Tracey Mather

director · Since 23/08/2012

FINANCIAL ADVISOR

BRITISH · UNITED KINGDOM · Age 60

Mr Adrian Martin Mather

director · Since 01/07/2018

POLICEMAN

BRITISH · ENGLAND · Age 62

Persons with Significant Control

Mrs Tracey Mather

75–100% shares

British · United Kingdom · Age 60

The Orchard, Charley Road, Loughborough, LE12 9YB

Notified 01/08/2016

CompanyRankvs 9207+ SIC 64999 peers
59

Financial strength68th percentile among SIC peers · 17/25
Employees86th percentile among SIC peers · 13/15
LiquidityNo balance sheet data · 0/20
Longevity14 years trading (max 15) · 14/15
Filing complianceAll filings up to date · 15/15
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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.

Employees13/15 pts

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

Liquidity0/20 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 31/08/2025

Net Worth

£32k

Balance sheet strength

Cash

£112k

Cash in the bank

Net Current Assets

£47k

Working capital

Current Assets

Current Liabilities

£65k

Fixed Assets

£17k

4avg. employees

Balance Sheet

Intangible assets£15k
Assets less current liabilities£64k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
2025+£27k
2024-£6k
2023-£40k
20222.74-£4k

Derived from filed accounts. Not audited figures.