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Watermark Wealth Management Limited

08210691

active
ltd
england wales
Companies House
Health Score
75 / 100

Some Concerns

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

Details

Manor House, Manor Road, Burnham-On-Sea, TA8 2AS
Incorporated 11/09/2012

Compliance

Last accounts

31/12/2024

unaudited abridged

Next accounts due

30/09/2026

On track

Confirmation statement

Last: 19/03/2026

Due 02/04/2027

On track

Industry

64999
Other financial service activities

Officers

Mrs Michelle Christine Woods

secretary · Since 11/09/2012

Mr Mark Andrew Woods

director · Since 11/09/2012

COMPANY DIRECTOR

BRITISH · ENGLAND · Age 60

Also on 11 other boards

Mr James Edward Cannard

director · Since 14/10/2025

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 36

Michelle Christine Woods

secretary · Since 11/09/2012

Mark Andrew Woods

director · Since 11/09/2012

British · England · Age 60

James Edward Cannard

director · Since 14/10/2025

British · England · Age 36

Former

Stephen Jewell

director · Resigned 16/05/2022

Persons with Significant Control

Mr Mark Andrew Woods

25–50% shares
25–50% votes

British · England · Age 60

8, Wavering Down Rise, Axbridge, BS26 2JJ

Notified 01/05/2016

Mrs Michelle Christine Woods

25–50% shares

British · England · Age 56

Manor House, Manor Road, Burnham-On-Sea, TA8 2AS

Notified 01/01/2018

Change History

status → active
2026-08-08

Active

type → ltd
2026-08-08

Private Limited Company

address line1 → Manor House
2026-08-08

MANOR HOUSE

post town → Burnham-On-Sea
2026-08-08

BURNHAM-ON-SEA

officer appointed → WOODS, Michelle Christine
2026-08-08
officer appointed → CANNARD, James Edward
2026-08-08
officer appointed → WOODS, Mark Andrew
2026-08-08

CompanyRankvs 3452+ SIC 64999 peers
74

Financial strength93th percentile among SIC peers · 23/25
Employees16th percentile among SIC peers · 2/15
LiquidityCurrent ratio 6.42× · 20/20
Longevity14 years trading (max 15) · 14/15
Filing complianceAll filings up to date · 15/15
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3452Watermark Wealth Management Limited
74
How is this score calculated?
Financial strength23/25 pts

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

Employees2/15 pts

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

Liquidity20/20 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 31/12/2024

Net Worth

£736k

Balance sheet strength

Cash

£368k

Cash in the bank

Net Current Assets

£470k

Working capital

Current Assets

£557k

Current Liabilities

£87k

Fixed Assets

£266k

Debtors

£189k

-15avg. employees

Balance Sheet

Intangible assets£240k
Prepared with v2025.30.1 limited_company_frs_102_section_1a_v1_1_2 companies_house

EstimatesDerived

YearCurrent RatioImplied Profit
20246.42+£65k
20238.00—

Derived from filed accounts. Not audited figures.