Back to search

Elms Wealth Management Limited

09289697

active
Private Limited Company
Companies House
Health Score
85 / 100

Healthy

25/30
Filing
20/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)

Details

UNIT 1, ST STEPHENS COURT, BOURNEMOUTH, BH2 6LA
Incorporated 31/10/2014

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66300
Fund management activities

Officers

Mr Robert Julian Fellows

director · Since 31/10/2014

DIRECTOR

BRITISH · ENGLAND · Age 59

Persons with Significant Control

Mr Robert Julian Fellows

75–100% shares
75–100% votes

British · England · Age 59

Unit 1, St Stephens Court, 15 - 17 St Stephens Road, Bournemouth, BH2 6LA

Notified 06/04/2016

CompanyRankvs 824+ SIC 66300 peers
63

Financial strength60th percentile among SIC peers · 15/25
Employees58th percentile among SIC peers · 9/15
LiquidityCurrent ratio 1.08× · 12/20
Longevity12 years trading (max 15) · 12/15
Filing complianceAll filings up to date · 15/15
Show leaderboard
How is this score calculated?
Financial strength15/25 pts

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

Employees9/15 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 30/11/2024

Net Worth

£6k

Balance sheet strength

Cash

£25k

Cash in the bank

Net Current Assets

£19k

Working capital

Current Assets

£274k

Current Liabilities

£255k

Fixed Assets

£3k

Debtors

£249k

1avg. employees-1

Balance Sheet

Assets less current liabilities£23k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20241.08-£10k
20231.13+£117
20221.14-£8k
20213.43

Derived from filed accounts. Not audited figures.