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Mulberry Wealth Management No2 Limited

08640939

active
Private Limited Company
england wales
Companies House
Health Score
78 / 100

Some Concerns

30/30
Filing
10/30
Financial
38/40
Risk
  • Current liabilities exceed current assets (-10)
  • 1 outstanding charge (-2)

Details

366 & 368 CYNCOED ROAD, CARDIFF, CF23 6SA
Incorporated 07/08/2013

Compliance

Last accounts

31/03/2026

micro entity

Next accounts due

31/12/2027

On track

Confirmation statement

Last: 07/08/2025

Due 21/08/2026

On track

Industry

64205
Activities of financial services holding companies

Officers

Mr Philip James Payne

director · Since 07/08/2013

FINANCIAL ADVISER

BRITISH · WALES · Age 52

Also on 4 other boards

Mr Richard Pendrice Bevington

director · Since 10/09/2013

FINANCIAL ADVISOR

BRITISH · WALES · Age 53

Also on 3 other boards

Mr Mark Andrew Vivian Morris

director · Since 10/09/2013

FINANCIAL ADVISER

BRITISH · WALES · Age 51

Also on 3 other boards

Persons with Significant Control

Mr Philip James Payne

50–75% shares
50–75% votes
Appoint directors
Significant control

British · Wales · Age 52

366, & 368 Cyncoed Road, Cardiff, CF23 6SA

Notified 06/04/2016

Charges1 outstanding

Charge
outstanding

LLOYDS BANK PLC

Created 24/09/2013Registered 12/10/2013

CompanyRankvs 62+ SIC 64205 peers
72

Financial strength80th percentile among SIC peers · 20/25
Employees90th percentile among SIC peers · 14/15
LiquidityCurrent ratio 2.63× · 20/20
Longevity13 years trading (max 15) · 13/15
Filing complianceAll filings up to date · 15/15
Outstanding charges -10
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How is this score calculated?
Financial strength20/25 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.

Risk deductions

Outstanding charges: -10 pts

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

£226k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£122k

Working capital

Current Assets

£197k

Current Liabilities

£75k

Fixed Assets

£104k

3avg. employees

Balance Sheet

Assets less current liabilities£226k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20252.63-£71k
20243.46+£87k
20231.18-£195k
202210.85-£137k
20214.77+£267k
20203.36+£264k

Derived from filed accounts. Not audited figures.