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Gdt Wealth Management Limited

09107134

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

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

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Gary David Taylor

director · Since 30/06/2014

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 53

Also on 1 other board

Mrs Zoe Taylor

director · Since 30/06/2014

PERSONAL ASSISTANT

BRITISH · ENGLAND · Age 51

Persons with Significant Control

Mr Gary David Taylor

25–50% shares
25–50% votes

British · England · Age 53

Lake House, 2 Port Way, Portsmouth, PO6 4TY

Notified 06/04/2016

Mrs Zoe Taylor

25–50% shares
25–50% votes

British · England · Age 51

Lake House, 2 Port Way, Portsmouth, PO6 4TY

Notified 06/04/2016

Charges0 outstanding

Charge
satisfied

METRO BANK PLC

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

CompanyRankvs 10860+ SIC 64999 peers
59

Financial strength46th percentile among SIC peers · 12/25
Employees93th percentile among SIC peers · 14/15
LiquidityCurrent ratio 0.85× · 6/20
Longevity12 years trading (max 15) · 12/15
Filing complianceAll filings up to date · 15/15
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10860Gdt Wealth Management Limited
54
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.

Employees14/15 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.

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 31/08/2025

Net Worth

£1k

Balance sheet strength

Cash

£124k

Cash in the bank

Net Current Assets

-£38k

Working capital

Current Assets

£221k

Current Liabilities

£260k

Fixed Assets

£456k

Debtors

£98k

7avg. employees

Tax at Year End(2019)

Corp tax£47k
Dividends paid£164k

Balance Sheet

Intangible assets£405k
Assets less current liabilities£418k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20250.85+£109k
20240.38-£110k
20230.81-£21k
20220.82-£3k
20210.92+£25k
20200.69-£3k
20190.28-£85k
20180.60—

Derived from filed accounts. Not audited figures.