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Intelligence Wealth Management Ltd

08628805

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

Healthy

30/30
Filing
10/30
Financial
40/40
Risk

No risk factors detected.

Details

20 MARKET STREET, ALTRINCHAM, WA14 1PF
Incorporated 29/07/2013

Compliance

Last accounts

30/04/2025

micro entity

Next accounts due

31/01/2027

On track

Confirmation statement

Last: 29/07/2025

Due 12/08/2026

On track

Industry

64999
Other financial service activities

Officers

Mr Alistair Vincent Hollows

director · Since 29/07/2013

CHARTERED ACCOUNTANT

BRITISH · ENGLAND · Age 66

Also on 44 other boards

Mr Thomas Joseph Roche Ba Bai

director · Since 02/03/2015

FINANCIAL ADVISER

IRISH · UNITED KINGDOM · Age 73

Also on 3 other boards

Persons with Significant Control

Mr Simon Mark Kennedy

50–75% shares

British · United Kingdom · Age 58

20, Market Street, Altrincham, WA14 1PF

Notified 06/04/2016

Mr Thomas Joseph Roche

25–50% shares

Irish · United Kingdom · Age 73

20, Market Street, Altrincham, WA14 1PF

Notified 06/04/2016

CompanyRankvs 13669+ SIC 64999 peers
47

Financial strength66th percentile among SIC peers · 17/25
Employees16th percentile among SIC peers · 2/15
LiquidityNo balance sheet data · 0/20
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 strength17/25 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.

Liquidity0/20 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 30/04/2025

Net Worth

£26k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£33k

Working capital

Current Assets

£31k

Current Liabilities

0avg. employees

Balance Sheet

Assets less current liabilities£33k

EstimatesDerived

YearCurrent RatioImplied Profit
2025-£3k
2024-£23k
2023+£4k
2022+£11k
2021+£4k
2020+£7k
20197.86+£8k
2018Infinity

Derived from filed accounts. Not audited figures.