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Bloomfield Wealth Management Ltd

09306951

active
Private Limited Company
Companies House
Health Score
75 / 100

Some Concerns

25/30
Filing
10/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)
  • Current liabilities exceed current assets (-10)

Details

22 THE TYTHING, WORCESTER, WR1 1HD
Incorporated 12/11/2014

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66290
Other activities auxiliary to insurance and pension funding

Officers

Mr Alex James Ford Morley

director · Since 03/03/2025

BRITISH · ENGLAND · Age 58

Also on 3 other boards

Persons with Significant Control

Cardan Financial Group Limited

75–100% shares
75–100% votes
Appoint directors

22, The Tything, Worcester, WR1 1HD

Reg: 12631719 · Companies House Of England & Wales · Private Limited Company

Notified 03/03/2025

Former PSCs

Mr Carl Justin Bloomfield

Ceased 03/03/2025

Mrs Helen Margaret Bloomfield

Ceased 03/03/2025

CompanyRankvs 362+ SIC 66290 peers
76

Financial strength80th percentile among SIC peers · 20/25
Employees61th percentile among SIC peers · 9/15
LiquidityCurrent ratio 2.67× · 20/20
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 strength20/25 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.

Liquidity20/20 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 31/12/2024

Net Worth

£119k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£15k

Working capital

Current Assets

£24k

Current Liabilities

£9k

Fixed Assets

£104k

2avg. employees

Balance Sheet

Assets less current liabilities£119k
Prepared with Companies House

EstimatesDerived

YearCurrent RatioImplied Profit
20242.67-£52k
20232.68-£14k
20223.80-£50k
20214.79-£51k
20208.11+£24k
20196.73+£50k
20185.81

Derived from filed accounts. Not audited figures.