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Wharton Financial Services (Uk) Ltd.

09308113

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

FIRST FLOOR 1 SUNBEAM ROAD, BEDFORD, MK42 7BZ
Incorporated 12/11/2014

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mrs. Kirstina Louise Hinton Wharton

secretary · Since 12/11/2014

Mr. Mark Wharton

director · Since 12/11/2014

FINANCIAL ADVISER

BRITISH · UNITED KINGDOM · Age 46

Persons with Significant Control

Mr Mark Wharton

50–75% shares

British · United Kingdom · Age 46

3 Provincial House, Goldington Road, Bedford, MK40 3JY

Notified 11/04/2016

Mrs Kirstina Louise Wharton

25–50% shares

British · England · Age 46

3 Provincial House, Goldington Road, Bedford, MK40 3JY

Notified 11/04/2016

CompanyRankvs 2198+ SIC 64999 peers
79

Financial strength81th percentile among SIC peers · 20/25
Employees80th percentile among SIC peers · 12/15
LiquidityCurrent ratio 4.95× · 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.

Employees12/15 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 30/11/2024

Net Worth

£133k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£172k

Working capital

Current Assets

£215k

Current Liabilities

£43k

Fixed Assets

£12k

3avg. employees

Balance Sheet

Assets less current liabilities£184k
Prepared with Companies House

EstimatesDerived

YearCurrent RatioImplied Profit
20244.95-£46k
20235.12

Derived from filed accounts. Not audited figures.