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Gresham Wealth Management Holdings Limited

08922717

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

CECIL COURT 28-36 CECIL ROAD, ALTRINCHAM, WA15 9PB
Incorporated 05/03/2014

Compliance

Last accounts

31/03/2026

unaudited abridged

Next accounts due

31/12/2027

On track

Confirmation statement

Last: 05/03/2026

Due 19/03/2027

On track

Industry

64205
Activities of financial services holding companies

Officers

Miss Deborah Louise Jukes

director · Since 31/07/2026

BRITISH · UNITED KINGDOM · Age 57

Colin Lawson

director · Since 31/07/2026

BRITISH · UNITED KINGDOM · Age 56

David John Chennell

director · Since 31/07/2026

BRITISH · UNITED KINGDOM · Age 47

Former

Mr Jonathan James Young

director · Resigned 31/07/2026

Ms Morven Elizabeth Millar

director · Resigned 31/07/2026

Mrs Emma Young

secretary · Resigned 31/07/2026

Persons with Significant Control

Equilibrium Financial Planning Holdco L Td

75–100% votes
Appoint directors

Ascot House, Epsom Avenue, Wilmslow, SK9 3DF

Reg: 16444442 · England And Wales Registry · Private Company Limited By Shares

Notified 31/07/2026

Former PSCs

Ms Morven Elizabeth Millar

Ceased 31/07/2026

Mr Jonathan James Young

Ceased 31/07/2026

CompanyRankvs 915+ SIC 64205 peers
65

Financial strength66th percentile among SIC peers · 17/25
Employees90th percentile among SIC peers · 14/15
LiquidityCurrent ratio 0.84× · 6/20
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 strength17/25 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.

Liquidity6/20 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 31/03/2026

Net Worth

£19k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

-£164k

Working capital

Current Assets

£869k

Current Liabilities

£1.0M

Fixed Assets

£183k

Debtors

£869k

3avg. employees

Balance Sheet

Intangible assets£153k
Assets less current liabilities£19k
Prepared with Caseware UK (AP4) 2025.0.111

EstimatesDerived

YearCurrent RatioImplied Profit
20260.84+£0
20250.67+£0
20240.54+£0
20230.23

Derived from filed accounts. Not audited figures.