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Puleston Wealth Management Ltd

08389899

active
Private Limited Company
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

SPRINGSIDE 21 ARLEY ROAD, WARRINGTON, WA4 4RN
Incorporated 05/02/2013

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66190
Other activities auxiliary to financial services

Officers

Mr Simon Puleston

director · Since 05/02/2013

FINANCIAL PLANNING AND WEALTH MANAGEMENT

BRITISH · ENGLAND · Age 45

Also on 2 other boards

Persons with Significant Control

Mr Simon Puleston

75–100% shares
75–100% votes
Appoint directors

British · United Kingdom · Age 45

21, Arley Road, Warrington, WA4 4RN

Notified 06/04/2016

Former PSCs

Mrs Sarah Puleston

Ceased 11/12/2024

CompanyRankvs 1655+ SIC 66190 peers
71

Financial strength92th percentile among SIC peers · 23/25
Employees90th percentile among SIC peers · 14/15
LiquidityCurrent ratio 0.75× · 6/20
Longevity13 years trading (max 15) · 13/15
Filing complianceAll filings up to date · 15/15
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1655Puleston Wealth Management Ltd
67
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.

Employees14/15 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.

Longevity13/15 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 31/03/2025

Net Worth

£512k

Balance sheet strength

Cash

£68k

Cash in the bank

Net Current Assets

-£24k

Working capital

Current Assets

£73k

Current Liabilities

£97k

Fixed Assets

£563k

Debtors

£5k

5avg. employees+1

Tax at Year End(2024)

Corp tax£60k

Director Loans(2024)

Directors owe company£135k

Balance Sheet

Intangible assets£3k
Bank loans & overdrafts£27k
Assets less current liabilities£539k
Signed by 08389899 2024-03-01 2025-03-31 08389899 2025-03-31 08389899 core:FinancialAssetsDesignatedFairValueThroughProfitOrLoss cPrepared with Digita Accounts Production Advanced

EstimatesDerived

YearCurrent RatioImplied Profit
20250.75+£198k
20242.22-£23k
20232.95+£157k
20221.10+£70k
20211.28—

Derived from filed accounts. Not audited figures.