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Wealth Management (Wales) Ltd

09264619

active
Private Limited Company
england wales
Companies House
Insolvency history
Health Score
60 / 100

Some Concerns

30/30
Filing
10/30
Financial
20/40
Risk
  • Current liabilities exceed current assets (-10)
  • Active insolvency proceedings (-20)

Details

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

Compliance

Last accounts

30/11/2025

total exemption full

Next accounts due

31/08/2027

On track

Confirmation statement

Last: 05/10/2025

Due 19/10/2026

On track

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

Insolvency History1 case

members voluntary liquidation20/03/2026

Dean Collins (practitioner) · Brendan Eric Doyle (practitioner)

CompanyRankvs 7806+ SIC 64999 peers
57

Financial strength70th 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
Insolvency history -10
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7806Wealth Management (Wales) Ltd
62
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.

Risk deductions

Insolvency history: -10 pts

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—

Derived from filed accounts. Not audited figures.