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Steven Sidhu Wealth Management Ltd

08675070

active
ltd
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

Unit C, Corporation Street, Taunton, TA1 4AW
Incorporated 03/09/2013

Compliance

Last accounts

31/03/2025

micro entity

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 03/09/2025

Due 17/09/2026

On track

Industry

64999
Other financial service activities

Officers

Mr Steven Sidhu

director · Since 03/09/2013

FINANCIAL ADVISOR

BRITISH · UNITED KINGDOM · Age 50

Mrs Tracy Louise Sidhu

director · Since 03/09/2013

BANK MANAGER

BRITISH · ENGLAND · Age 57

Also on 1 other board

Steven Sidhu

director · Since 03/09/2013

British · United Kingdom · Age 50

Tracy Louise Sidhu

director · Since 03/09/2013

British · England · Age 57

Persons with Significant Control

Mr Steven Sidhu

25–50% votes

British · United Kingdom · Age 50

141, Staplegrove Road, Taunton, TA2 6AF

Notified 01/09/2016

Ms Tracey Sidhu

25–50% votes

English · England · Age 57

Unit C, Corporation Street, Taunton, TA1 4AW

Notified 03/09/2017

Mrs Patricia Gosling

25–50% shares

English · England · Age 84

Unit C, Corporation Street, Taunton, TA1 4AW

Notified 03/09/2017

Former PSCs

Mr William Gosling

Ceased 05/01/2026

Change History

officer appointedSIDHU, Steven
2026-06-13
officer appointedSIDHU, Tracy Louise
2026-06-13
statusactive
2026-06-13

Active

typeltd
2026-06-13

Private Limited Company

address line1Unit C
2026-06-13

UNIT C

post townTaunton
2026-06-13

TAUNTON

CompanyRankvs 1738+ SIC 64999 peers
81

Financial strength93th percentile among SIC peers · 23/25
Employees64th percentile among SIC peers · 10/15
LiquidityCurrent ratio 4.26× · 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 strength23/25 pts

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

Employees10/15 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

£753k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£227k

Working capital

Current Assets

£297k

Current Liabilities

£70k

Fixed Assets

£529k

2avg. employees

Tax at Year End(2024)

Corp tax£56k

Balance Sheet

Assets less current liabilities£756k
Prepared with Sage Accounts Production Advanced 2023 - FRS102_2023

EstimatesDerived

YearCurrent RatioImplied Profit
20254.26+£62k
2024+£49k
2023+£53k
2022+£69k
2021+£46k
20208.18+£16k
20198.36

Derived from filed accounts. Not audited figures.