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Advies Wealth Management Ltd

08509146

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

DBH5, DISS, IP22 4GT
Incorporated 29/04/2013

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66190
Other activities auxiliary to financial services

Officers

Mr Stephen Andrew Jacobs

director · Since 29/04/2013

COMPANY DIRECTOR

BRITISH · UNITED KINGDOM · Age 59

Also on 2 other boards

Persons with Significant Control

Mr Stephen Andrew Jacobs

75–100% shares

British · England · Age 59

Suite 5, Diss Business Centre, Diss, IP21 4HD

Notified 24/11/2016

CompanyRankvs 190+ SIC 66190 peers
86

Financial strength97th percentile among SIC peers · 24/25
Employees92th percentile among SIC peers · 14/15
LiquidityCurrent ratio 3.08× · 20/20
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 strength24/25 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.

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.

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

£1.6M

Balance sheet strength

Cash

£29k

Cash in the bank

Net Current Assets

£1.7M

Working capital

Current Assets

£2.5M

Current Liabilities

£817k

Fixed Assets

£7k

Debtors

£2.5M

6avg. employees-1

Tax at Year End

Corp tax£172k

Balance Sheet

Intangible assets£7k
Bank loans & overdrafts£60k
Assets less current liabilities£1.7M
Prepared with Caseware UK (AP4) 2024.0.164

EstimatesDerived

YearCurrent RatioImplied Profit
20253.08-£323k
20244.31-£47k
20234.75+£369k
20222.57+£1.1M
20211.48

Derived from filed accounts. Not audited figures.