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Gdt Wealth Management Limited

09107134

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

LAKE HOUSE 2 PORT WAY, PORTSMOUTH, PO6 4TY
Incorporated 30/06/2014

Compliance

Last accounts

31/08/2025

total exemption full

Next accounts due

31/05/2027

On track

Confirmation statement

Last: 30/06/2026

Due 14/07/2027

On track

Industry

64999
Other financial service activities

Officers

Mr Gary David Taylor

director · Since 30/06/2014

FINANCIAL ADVISER

BRITISH · ENGLAND

Also on 1 other board

Mrs Zoe Taylor

director · Since 30/06/2014

PERSONAL ASSISTANT

BRITISH · ENGLAND

Persons with Significant Control

Mr Gary David Taylor

25–50% shares
25–50% votes

British · England

Notified 06/04/2016

Mrs Zoe Taylor

25–50% shares
25–50% votes

British · England

Notified 06/04/2016

Charges0 outstanding

Charge
satisfied

METRO BANK PLC

Created 01/09/2016Registered 05/09/2016Satisfied 03/10/2022

CompanyRankvs 3795+ SIC 64999 peers
73

Financial strength78th percentile among SIC peers · 20/25
Employees93th percentile among SIC peers · 14/15
LiquidityCurrent ratio 1.19× · 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 strength20/25 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.

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 31/08/2026

Net Worth

£99k

Balance sheet strength

Cash

£231k

Cash in the bank

Net Current Assets

£49k

Working capital

Current Assets

£308k

Current Liabilities

£259k

Fixed Assets

£348k

Debtors

£77k

7avg. employees

Balance Sheet

Intangible assets£307k
Assets less current liabilities£397k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20261.19+£97k
20250.85+£109k
20240.38-£110k
20230.81—

Derived from filed accounts. Not audited figures.