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Moffatt Wealth Management Limited

08838448

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

SUITE 6 SUITE 6 PARKWAY 2, PARKWAY BUSINESS CENTRE, MANCHESTER, M14 7LU
Incorporated 09/01/2014

Compliance

Last accounts

31/01/2025

total exemption full

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 04/01/2026

Due 18/01/2027

On track

Industry

66220
Activities of insurance agents and brokers

Officers

Mr Adam Paul Rowbottom

director · Since 09/01/2014

CHARTERED FINANCIAL PLANNER

BRITISH · ENGLAND · Age 52

Also on 2 other boards

Mr John Christopher Smith

director · Since 01/04/2020

CHARTERED FINANCIAL PLANNER & DIRECTOR

BRITISH · ENGLAND · Age 48

Also on 1 other board

Persons with Significant Control

Mr Adam Paul Rowbottom

25–50% shares

British · England · Age 52

Suite 6, Suite 6 Parkway 2, Parkway Business Centre, Manchester, M14 7LU

Notified 06/04/2016

Mr John Christopher Smith

25–50% shares
25–50% votes

British · England · Age 48

Suite 6, Suite 6 Parkway 2, Parkway Business Centre, Manchester, M14 7LU

Notified 10/04/2016

CompanyRankvs 3073+ SIC 66220 peers
54

Financial strength53th percentile among SIC peers · 13/25
Employees12th percentile among SIC peers · 2/15
LiquidityCurrent ratio 1.23× · 12/20
Longevity12 years trading (max 15) · 12/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength13/25 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.

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.

Longevity12/15 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 31/01/2025

Net Worth

£10k

Balance sheet strength

Cash

£158k

Cash in the bank

Net Current Assets

£32k

Working capital

Current Assets

£170k

Current Liabilities

£138k

Fixed Assets

£43k

Debtors

£12k

0avg. employees

Tax at Year End(2023)

Dividends paid£205k

Balance Sheet

Intangible assets£33k
Assets less current liabilities£75k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20251.23+£0
20241.27+£16k
20230.61-£16k
20220.60—

Derived from filed accounts. Not audited figures.