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James Barkell Wealth Management Limited

09553886

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

23 PRIORY AVENUE, NEWTON ABBOT, TQ12 5AQ
Incorporated 21/04/2015

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66190
Other activities auxiliary to financial services

Officers

Mr James Barkell

director · Since 21/04/2015

INDEPENDENT FINANCIAL ADVISER

BRITISH · UNITED KINGDOM · Age 45

Persons with Significant Control

Mr James Barkell

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

British · United Kingdom · Age 45

29-30, Fleet Street, Torquay, TQ1 1BB

Notified 06/04/2016

Ms Keira Bassett

25–50% shares
25–50% votes

British · England · Age 36

29-30, Fleet Street, Torquay, TQ1 1BB

Notified 01/05/2019

CompanyRankvs 4101+ SIC 66190 peers
48

Financial strength41th percentile among SIC peers · 10/25
Employees37th percentile among SIC peers · 6/15
LiquidityCurrent ratio 0.85× · 6/20
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 strength10/25 pts

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

Employees6/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity6/20 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 30/04/2025

Net Worth

£450

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

-£7k

Working capital

Current Assets

£43k

Current Liabilities

£50k

Fixed Assets

£31k

1avg. employees

Balance Sheet

Assets less current liabilities£23k
Signed by Mr James Barkell 12th September 2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent Ratio
20250.85
20241.33
20231.50
20221.60
20214.13

Derived from filed accounts. Not audited figures.