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Duncan Wealth Management Limited

08951512

active
Private Limited Company
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

8 TYLERS AVENUE, BILLERICAY, CM12 0RA
Incorporated 21/03/2014

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities
82990
Other business support service activities

Officers

Mr James Aram Duncan

director · Since 21/03/2014

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 43

Mrs Helen Louise Duncan

director · Since 27/11/2015

PRACTICE MANAGER

BRITISH · UNITED KINGDOM · Age 43

Persons with Significant Control

Mr James Aram Duncan

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

British · England · Age 43

The Old Granary, Dunton Road, Laindon, SS15 4DB

Notified 06/04/2016

CompanyRankvs 11058+ SIC 64999 peers
53

Financial strength47th percentile among SIC peers · 12/25
Employees16th percentile among SIC peers · 2/15
LiquidityCurrent ratio 1.35× · 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 strength12/25 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 31/03/2025

Net Worth

£2k

Balance sheet strength

Cash

£1k

Cash in the bank

Net Current Assets

£27k

Working capital

Current Assets

£106k

Current Liabilities

£78k

Debtors

£104k

0avg. employees

Tax at Year End(2023)

Dividends paid£103k

Balance Sheet

Assets less current liabilities£27k

EstimatesDerived

YearCurrent RatioImplied Profit
20251.35+£0
20251.35
20241.53
20231.70
20222.20-£10k
202119.68

Derived from filed accounts. Not audited figures.