Dw Wealth Management Ltd
09102617
Healthy
- Current liabilities exceed current assets (-10)
Details
Compliance
Accounts
Confirmation statement
Industry
Officers
director · Since 25/06/2014
FINANCIAL ADVISER
BRITISH · ENGLAND · Age 57
Also on 2 other boards
Persons with Significant Control
Mr Michael Davison
British · England · Age 57
Q16, Quorum Business Park, Newcastle Upon Tyne, NE12 8BX
Notified 06/04/2016
Mr Dean Whittaker
British · England · Age 56
Q16, Quorum Business Park, Newcastle Upon Tyne, NE12 8BX
Notified 06/04/2016
CompanyRankvs 5293+ SIC 64999 peers70
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How is this score calculated?
Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.
Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.
Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.
One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.
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 30/06/2025
Net Worth
£164k
Balance sheet strength
Cash
£51k
Cash in the bank
Net Current Assets
£158k
Working capital
Current Assets
£233k
Current Liabilities
£75k
Fixed Assets
£7k
Debtors
£182k
Tax at Year End
Balance Sheet
EstimatesDerived
| Year | Current Ratio | Implied Profit |
|---|---|---|
| 2025 | 3.13 | +£0 |
| 2025 | 3.13 | +£15k |
| 2024 | 3.10 | +£2k |
| 2023 | 3.87 | -£23k |
| 2022 | 4.11 | +£17k |
| 2021 | 3.39 | +£10k |
| 2020 | 3.45 | +£47k |
| 2019 | 2.56 | — |
Derived from filed accounts. Not audited figures.