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Adrian Connelly Wealth Management Limited

08401295

active
Private Limited Company
england wales
Companies House
Health Score
80 / 100

Healthy

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

Details

LUMANERI HOUSE BLYTHE GATE, SOLIHULL, B90 8AH
Incorporated 13/02/2013

Compliance

Last accounts

28/02/2026

total exemption full

Next accounts due

30/11/2027

On track

Confirmation statement

Last: 13/02/2026

Due 27/02/2027

On track

Industry

64999
Other financial service activities

Officers

Mr Adrian Connelly

director · Since 13/02/2013

FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 57

Mrs Claire Ann Connelly

director · Since 13/02/2013

DIRECTOR

BRITISH · ENGLAND · Age 56

Persons with Significant Control

Mrs Claire Ann Connelly

25–50% shares

British · England · Age 56

Lumaneri House Blythe Gate, Blythe Valley Park, Solihull, B90 8AH

Notified 06/04/2016

Mr Adrian Connelly

25–50% shares

British · England · Age 57

Lumaneri House Blythe Gate, Blythe Valley Park, Solihull, B90 8AH

Notified 06/04/2016

CompanyRankvs 6669+ SIC 64999 peers
69

Financial strength87th percentile among SIC peers · 22/25
Employees86th percentile among SIC peers · 13/15
LiquidityCurrent ratio 0.79× · 6/20
Longevity13 years trading (max 15) · 13/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength22/25 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.

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 28/02/2026

Net Worth

£279k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

-£41k

Working capital

Current Assets

£157k

Current Liabilities

£198k

Fixed Assets

£335k

4avg. employees-2

Balance Sheet

Assets less current liabilities£294k
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20260.79+£192k
20250.44-£6k
20240.19+£53k
20230.16-£37k
20221.17-£86k
20211.58-£125k
20203.39+£14k
20192.21—

Derived from filed accounts. Not audited figures.