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Breaks Wealth Management Limited

09170812

active
Private Limited Company
Companies House
Health Score
70 / 100

Some Concerns

30/30
Filing
0/30
Financial
40/40
Risk
  • Negative net worth (-10)
  • Current liabilities exceed current assets (-10)

Details

42 HIGH STREET, BURY, BL8 3AN
Incorporated 11/08/2014

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66190
Other activities auxiliary to financial services

Officers

Mr Paul Lindsay Breaks

director · Since 11/08/2014

FINANCIAL ADVISER

BRITISH · UNITED KINGDOM · Age 67

Financial Options Wealth Management Ltd

director · Since 11/08/2014

Mrs Sarah Lloyd

director · Since 11/08/2014

DIRECTOR

BRITISH · UNITED KINGDOM · Age 49

Also on 1 other board

Mr Christian John Pepper

director · Since 11/08/2014

DIRECTOR

BRITISH · ENGLAND · Age 53

Also on 9 other boards

Persons with Significant Control

Mr Paul Lindsay Breaks

50–75% shares
50–75% votes

British · United Kingdom · Age 67

Stoneholme, 42 High Street, Bury, BL8 3AN

Notified 10/07/2016

Financial Options Wealth Management Limited

25–50% shares
25–50% votes

42, High Street, Bury, BL8 3AN

Reg: 07654078 · Cardiff · Limited Company

Notified 10/07/2016

CompanyRankvs 4500+ SIC 66190 peers
42

Financial strength4th percentile among SIC peers · 1/25
Employees80th percentile among SIC peers · 12/15
LiquidityCurrent ratio 0.44× · 2/20
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 strength1/25 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.

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 31/08/2025

Net Worth

-£43k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

-£44k

Working capital

Current Assets

£35k

Current Liabilities

£79k

Fixed Assets

£798

3avg. employees

Balance Sheet

Assets less current liabilities-£43k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20250.44-£29k
20240.83-£4k
20230.85-£1k
20220.85+£7k
20210.74-£2k
20200.77-£3k
20190.76

Derived from filed accounts. Not audited figures.