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West Midlands Wealth Management Limited

09528523

active
Private Limited Company
england wales
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

BRI HOUSE, COVENTRY, CV5 9RL
Incorporated 07/04/2015

Compliance

Last accounts

31/03/2025

total exemption full

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 09/04/2026

Due 23/04/2027

On track

Industry

66300
Fund management activities

Officers

Mr Dean Paul Smith

secretary · Since 16/03/2026

Also on 1 other board

Mr Dean Paul Smith

director · Since 16/03/2026

BRITISH · ENGLAND · Age 51

Also on 1 other board

Mr Dean Andrew Wragg Ba Fsi

director · Since 16/03/2026

BRITISH · ENGLAND · Age 56

Also on 7 other boards

Persons with Significant Control

Bri Wealth Management Plc

75–100% shares
75–100% votes
Appoint directors
right-to-appoint-and-remove-directors-as-firm
significant-influence-or-control-as-firm

Bri House, Copse Drive, Coventry, CV5 9RL

Reg: 00727301 · Uk Companies House · Public Limited Company

Notified 16/03/2026

Former PSCs

Mr Ian James Edward Gough

Ceased 16/03/2026

CompanyRankvs 300+ SIC 66300 peers
76

Financial strength82th percentile among SIC peers · 21/25
Employees58th percentile among SIC peers · 9/15
LiquidityCurrent ratio 7.43× · 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 strength21/25 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.

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

£311k

Balance sheet strength

Cash

£268k

Cash in the bank

Net Current Assets

£310k

Working capital

Current Assets

£358k

Current Liabilities

£48k

Fixed Assets

£1k

Debtors

£90k

1avg. employees

Tax at Year End(2021)

Corp tax£36k

Balance Sheet

Assets less current liabilities£311k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20257.43+£42k
20246.76+£17k
20237.29+£46k
20225.83+£67k
20214.02+£46k
20203.56+£58k
20192.14

Derived from filed accounts. Not audited figures.