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Gerald Burns Wealth Management Limited

08758394

active
Private Limited Company
england wales
Companies House
Health Score
90 / 100

Healthy

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

No risk factors detected.

Details

7 CASTLE STREET, BRIDGWATER, TA6 3DD
Incorporated 01/11/2013

Compliance

Last accounts

31/03/2025

total exemption full

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 01/11/2025

Due 15/11/2026

On track

Industry

66190
Other activities auxiliary to financial services

Officers

Mr Gerald Burns

director · Since 01/11/2013

CHARTERED FINANCIAL PLANNER

BRITISH · ENGLAND · Age 46

Persons with Significant Control

Mr Gerald Burns

50–75% shares
50–75% votes

British · England · Age 46

7, Castle Street, Bridgwater, TA6 3DD

Notified 06/04/2016

Latoya Felecia Burns

25–50% shares
25–50% votes

British · England · Age 42

7, Castle Street, Bridgwater, TA6 3DD

Notified 04/03/2019

CompanyRankvs 956+ SIC 66190 peers
75

Financial strength82th percentile among SIC peers · 21/25
Employees90th percentile among SIC peers · 14/15
LiquidityCurrent ratio 1.17× · 12/20
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 strength21/25 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.

Liquidity12/20 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

£107k

Balance sheet strength

Cash

£149k

Cash in the bank

Net Current Assets

£53k

Working capital

Current Assets

£370k

Current Liabilities

£317k

Fixed Assets

£384k

Debtors

£220k

5avg. employees+1

Balance Sheet

Intangible assets£384k
Bank loans & overdrafts£329k
Assets less current liabilities£436k
Signed by 08758394 2024-04-01 2025-03-31 08758394 2025-03-31 08758394 bus: 1 1 2025-03-31 08758394 core:CurrentFinancialInstrumentPrepared with Digita Accounts Production Advanced

EstimatesDerived

YearCurrent RatioImplied Profit
20251.17+£101k
20240.90-£38k
20230.86

Derived from filed accounts. Not audited figures.