Back to search

Evergreen Wealth Management Limited

08982104

active
Private Limited Company
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

2A CRESCENT ROAD, POOLE, BH14 9AS
Incorporated 07/04/2014

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66190
Other activities auxiliary to financial services
69203
Tax consultancy

Officers

Mr Peter David Amos

secretary · Since 07/04/2014

Also on 1 other board

Mr Peter David Amos

director · Since 07/04/2014

IFA

BRITISH · ENGLAND · Age 67

Also on 1 other board

Persons with Significant Control

Mr Peter David Amos

75–100% shares
75–100% votes

British · England · Age 67

2a, Crescent Road, Poole, BH14 9AS

Notified 06/04/2016

CompanyRankvs 4001+ SIC 66190 peers
45

Financial strength27th percentile among SIC peers · 7/25
Employees63th percentile among SIC peers · 9/15
LiquidityCurrent ratio 0.14× · 2/20
Longevity12 years trading (max 15) · 12/15
Filing complianceAll filings up to date · 15/15
Show leaderboard
How is this score calculated?
Financial strength7/25 pts

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

Employees9/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity2/20 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 30/10/2025

Net Worth

£83

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£36

Working capital

Current Assets

£6

Current Liabilities

£42

Fixed Assets

£888

2avg. employees

Balance Sheet

Assets less current liabilities£852
Prepared with Companies House

EstimatesDerived

YearCurrent RatioImplied Profit
20250.14
20231.28-£487
20220.87-£1k

Derived from filed accounts. Not audited figures.