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Wealth Management (Wales) Ltd

09264619

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

C/O ADEY FITZGERALD WALKER THE PAVILION, COWBRIDGE, CF71 7AB
Incorporated 15/10/2014

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Steve Jenkins

director · Since 15/10/2014

FINANCIAL CONSULTANT

BRITISH · WALES · Age 69

Also on 1 other board

Mr Steve Jenkins

secretary · Since 11/09/2019

Also on 1 other board

Persons with Significant Control

Mr Steve Jenkins

25–50% shares

British · Wales · Age 69

6 Ynys Bridge Court, Gwaelod-Y-Garth, Cardiff, CF15 9SS

Notified 06/04/2016

Former PSCs

Mrs Kim Louise Jenkins

Ceased 11/09/2019

CompanyRankvs 7758+ SIC 64999 peers
67

Financial strength71th percentile among SIC peers · 18/25
Employees39th percentile among SIC peers · 6/15
LiquidityCurrent ratio 1.56× · 16/20
Longevity12 years trading (max 15) · 12/15
Filing complianceAll filings up to date · 15/15
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7758Wealth Management (Wales) Ltd
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How is this score calculated?
Financial strength18/25 pts

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

Employees6/15 pts

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

Liquidity16/20 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 30/11/2025

Net Worth

£44k

Balance sheet strength

Cash

£94k

Cash in the bank

Net Current Assets

£44k

Working capital

Current Assets

£122k

Current Liabilities

£78k

Debtors

£29k

1avg. employees

Tax at Year End

Corp tax£17k

Director Loans

Company owes directors£51k

Balance Sheet

Assets less current liabilities£44k
Signed by S J Jenkins 13/02/2026Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20251.56+£0
20251.56+£48k
20250.71+£4k
20240.19-£5k
20230.52-£6k
20221.19—
20211.29—

Derived from filed accounts. Not audited figures.