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Investa Wealth Management Limited

08670220

active
Private Limited Company
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

143 COMMERCIAL STREET, MAESTEG, CF34 9DW
Incorporated 30/08/2013

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

65110
Life insurance
65300
65300
66290
Other activities auxiliary to insurance and pension funding

Officers

Mr Peter Thomas Dunne

director · Since 30/08/2013

DIRECTOR

BRITISH · WALES · Age 71

Also on 1 other board

Persons with Significant Control

Mr Peter Thomas Dunne

75–100% shares

British · Wales · Age 71

143, Commercial Street, Maesteg, CF34 9DW

Notified 06/04/2016

CompanyRankvs 444+ SIC 65110 peers
67

Financial strength59th percentile among SIC peers · 15/25
Employees24th percentile among SIC peers · 4/15
LiquidityCurrent ratio 13.14× · 20/20
Longevity13 years trading (max 15) · 13/15
Filing complianceAll filings up to date · 15/15
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444Investa Wealth Management Limited
66
How is this score calculated?
Financial strength15/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees4/15 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 31/08/2025

Net Worth

£20k

Balance sheet strength

Cash

£29k

Cash in the bank

Net Current Assets

£31k

Working capital

Current Assets

£33k

Current Liabilities

£3k

Fixed Assets

£1k

Debtors

£4k

1avg. employees

Balance Sheet

Assets less current liabilities£32k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
202513.14+£0
20247.58+£0
20238.61+£0
20228.66+£0
20218.27—

Derived from filed accounts. Not audited figures.