Bkd Wealth Management Limited
08266483
Details
Compliance
Accounts
Confirmation statement
Industry
Officers
director · Since 29/05/2020
FINANCIAL PLANNER
BRITISH · ENGLAND · Age 54
Also on 13 other boards
director · Since 17/02/2022
FINANCIAL CONTROLLER
BRITISH · ENGLAND · Age 46
Also on 6 other boards
Persons with Significant Control
Shipman Financial Planning Limited
Ground Floor, Eagle House, 1 Babbage Way, Exeter, EX5 2FN
Reg: 06984287 · Companies House · Private Company Limited By Shares
Notified 29/05/2020
Former PSCs
Mr Brendan Kelly Dixon
Ceased 29/05/2020
CompanyRankvs 6270+ SIC 65110 peers63
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How is this score calculated?
Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.
Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.
Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.
One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.
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 31/12/2020
Net Worth
£1
Balance sheet strength
Cash
£180k
Cash in the bank
Net Current Assets
£416k
Working capital
Current Assets
£462k
Current Liabilities
£46k
Fixed Assets
£0
Debtors
£281k
Balance Sheet
EstimatesDerived
| Year | Current Ratio |
|---|---|
| 2020 | 10.12 |
| 2019 | 4.75 |
| 2018 | 3.85 |
Derived from filed accounts. Not audited figures.