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Wealth Doctor Financial Planning Ltd

08972423

active
Private Limited Company
Companies House
Health Score
78 / 100

Some Concerns

30/30
Filing
10/30
Financial
38/40
Risk
  • Current liabilities exceed current assets (-10)
  • 1 outstanding charge (-2)

Details

2 UNION ROAD EAST, ABERGAVENNY, NP7 5UW
Incorporated 02/04/2014

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Dr Joshua Lewis

director · Since 01/06/2019

FINANCIAL ADVISER

BRITISH · WALES · Age 52

Also on 3 other boards

Persons with Significant Control

Dr Joshua Lewis

25–50% shares

British · Wales · Age 52

12a, Clytha Park Road, Newport, NP20 4PB

Notified 22/03/2021

Former PSCs

Mr Grant Robert Pendleton

Ceased 06/04/2021

Charges1 outstanding

Charge
outstanding

VALIDPATH NETWORK LIMITED

Created 05/10/2023Registered 20/10/2023

CompanyRankvs 10320+ SIC 64999 peers
49

Financial strength56th percentile among SIC peers · 14/25
Employees80th percentile among SIC peers · 12/15
LiquidityCurrent ratio 0.95× · 6/20
Longevity12 years trading (max 15) · 12/15
Filing complianceAll filings up to date · 15/15
Outstanding charges -10
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How is this score calculated?
Financial strength14/25 pts

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

Employees12/15 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.

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.

Risk deductions

Outstanding charges: -10 pts

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

£9k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

-£2k

Working capital

Current Assets

£38k

Current Liabilities

£40k

Fixed Assets

£16k

3avg. employees

Balance Sheet

Assets less current liabilities£14k
Signed by Dr J Lewis 20/08/2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20250.95
20240.76
20230.60-£12k
20223.44
202199.56

Derived from filed accounts. Not audited figures.