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Carpenter Wealth Management Limited

09443583

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

19 NORTH STREET, ASHFORD, TN24 8LF
Incorporated 17/02/2015

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Paul Carpenter

director · Since 17/02/2015

FFINANCIAL ADVISOR

BRITISH · UNITED KINGDOM · Age 51

Mrs Amy Carpenter

director · Since 11/02/2021

DIRECTOR

BRITISH · ENGLAND · Age 41

Persons with Significant Control

Adams & Bowles Wealth Management Ltd

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

Suite 1, 30, Churchill Square, West Malling, ME19 4YU

Reg: 12211708 · England And Wales · Limited Company

Notified 20/03/2026

Former PSCs

Mr Paul Carpenter

Ceased 20/03/2026

Mrs Amy Carpenter

Ceased 20/03/2026

Charges0 outstanding

Charge
satisfied

METRO BANK PLC

Created 08/10/2015Registered 08/10/2015Satisfied 18/02/2019

CompanyRankvs 10343+ SIC 64999 peers
55

Financial strength28th percentile among SIC peers · 7/25
Employees16th percentile among SIC peers · 2/15
LiquidityCurrent ratio 4.77× · 20/20
Longevity11 years trading (max 15) · 11/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength7/25 pts

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

Employees2/15 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.

Longevity11/15 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 31/03/2025

Net Worth

£100

Balance sheet strength

Cash

£105k

Cash in the bank

Net Current Assets

£114k

Working capital

Current Assets

£145k

Current Liabilities

£30k

Fixed Assets

£101k

Debtors

£40k

0avg. employees-4

Tax at Year End(2023)

Dividends paid£175k

Balance Sheet

Intangible assets£0
Assets less current liabilities£216k
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20254.77
20247.59
20235.03
20222.23+£135k
20211.56

Derived from filed accounts. Not audited figures.