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Sfia Wealth Management Limited

08848677

active
Private Limited Company
england wales
Companies House
Health Score
75 / 100

Some Concerns

25/30
Filing
10/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)
  • Current liabilities exceed current assets (-10)

Details

27 MOORBRIDGE ROAD, MAIDENHEAD, SL6 8LT
Incorporated 16/01/2014

Compliance

Last accounts

31/12/2024

full

Next accounts due

30/09/2026

On track

Confirmation statement

Last: 16/01/2026

Due 30/01/2027

On track

Industry

64999
Other financial service activities

Officers

Mr Christopher Procter

director · Since 30/09/2019

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 61

Also on 1 other board

Mr Glen William Neagle

director · Since 07/07/2021

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 56

Also on 2 other boards

Persons with Significant Control

Sfia 2020 Limited

75–100% shares
75–100% votes
Appoint directors

27, Moorbridge Road, Maidenhead, SL6 8LT

Reg: 12136851 · Companies Registry England And Wales · Limited Company

Notified 22/10/2020

Former PSCs

Mrs Mandy Patricia Caunt

Ceased 01/01/2020

Mr Sam Leigh Caunt

Ceased 01/01/2020

Cdesc Limited

Ceased 22/10/2020

Mr Christopher Procter

Ceased 01/01/2020

CompanyRankvs 582+ SIC 64999 peers
86

Financial strength97th percentile among SIC peers · 24/25
Employees99th percentile among SIC peers · 15/15
LiquidityCurrent ratio 2.03× · 20/20
Longevity12 years trading (max 15) · 12/15
Filing complianceAll filings up to date · 15/15
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582Sfia Wealth Management Limited
86
How is this score calculated?
Financial strength24/25 pts

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

Employees15/15 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.

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 31/12/2022

Net Worth

£2.1M

Balance sheet strength

Cash

£1.4M

Cash in the bank

Net Current Assets

£823k

Working capital

Current Assets

£1.6M

Current Liabilities

£802k

Fixed Assets

£1.6M

Debtors

£207k

35avg. employees+6

Tax at Year End

Corp tax£370k

Director Loans

Company owes directors£200

Balance Sheet

Intangible assets£1.5M
Assets less current liabilities£2.4M
Signed by Mr Christopher Procter 28/04/2023Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20222.03+£788k
20211.91+£1.2M
20201.19+£112k
20194.17+£21k
20193.69—

Derived from filed accounts. Not audited figures.