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Waterhouse Financial Advisers Ltd

09469734

active
Private Limited Company
Companies House
Health Score
86 / 100

Healthy

30/30
Filing
20/30
Financial
36/40
Risk
  • 2 outstanding charges (-4)

Details

23 HIGH STREET, MIDSOMER NORTON, BA3 2DR
Incorporated 04/03/2015

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr James Mark Docherty

director · Since 10/04/2021

DIRECTOR

BRITISH · UNITED KINGDOM · Age 41

Also on 1 other board

Mr Samuel Robert Knight

director · Since 10/04/2021

DIRECTOR

BRITISH · UNITED KINGDOM · Age 33

Also on 1 other board

Mr Liam Paul Ring

director · Since 10/04/2021

DIRECTOR

BRITISH · UNITED KINGDOM · Age 33

Also on 1 other board

Ms Elizabeth Alexandra Dennis

director · Since 10/04/2021

DIRECTOR

BRITISH · UNITED KINGDOM · Age 39

Also on 1 other board

Mr Lawrence Adam Docherty

director · Since 09/06/2021

DIRECTOR

BRITISH · UNITED KINGDOM · Age 35

Also on 1 other board

Persons with Significant Control

Waterhouse Holdings (Msn) Ltd

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

23, High Street, Radstock, BA3 2DR

Reg: 13725645 · Registrar Of Companies, Cardiff · Private Limited Company

Notified 14/01/2022

Former PSCs

Mr Julian Mark Docherty

Ceased 14/01/2022

Mr Paul Michael Ring

Ceased 14/01/2022

Charges2 outstanding

Charge
outstanding

QUILTER FINANCIAL PLANNING LIMITED

Created 14/01/2025Registered 22/01/2025
Charge
outstanding

QUILTER FINANCIAL PLANNING LIMITED

Created 03/05/2022Registered 03/05/2022

CompanyRankvs 1094+ SIC 64999 peers
73

Financial strength89th percentile among SIC peers · 22/25
Employees97th percentile among SIC peers · 15/15
LiquidityCurrent ratio 2.39× · 20/20
Longevity11 years trading (max 15) · 11/15
Filing complianceAll filings up to date · 15/15
Outstanding charges -10
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1094Waterhouse Financial Advisers Ltd
83
How is this score calculated?
Financial strength22/25 pts

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

Employees15/15 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.

Risk deductions

Outstanding charges: -10 pts

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

£362k

Balance sheet strength

Cash

£598k

Cash in the bank

Net Current Assets

£351k

Working capital

Current Assets

£603k

Current Liabilities

£252k

Fixed Assets

£37k

Debtors

£5k

13avg. employees+1

Tax at Year End

Corp tax£222k

Balance Sheet

Assets less current liabilities£387k
Prepared with Sage Accounts Production Advanced 2023 - FRS102_2023

EstimatesDerived

YearCurrent RatioImplied Profit
20252.39+£126k
20242.12+£68k
20231.94-£153k
20223.82+£14k
20214.57—

Derived from filed accounts. Not audited figures.