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Bevan & Buckland Wealth Management Limited

09600466

active
Private Limited Company
Companies House
Health Score
70 / 100

Some Concerns

30/30
Filing
0/30
Financial
40/40
Risk
  • Negative net worth (-10)
  • Current liabilities exceed current assets (-10)

Details

UNIT B, MARINA VILLAS TRAWLER ROAD, SWANSEA, SA1 1FZ
Incorporated 20/05/2015

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66290
Other activities auxiliary to insurance and pension funding

Officers

Mr Paul James Williamson

director · Since 20/05/2015

DIRECTORS

BRITISH · WALES · Age 54

Also on 2 other boards

Mr Jonathan Simon Francis

director · Since 13/11/2024

COMPANY DIRECTOR

BRITISH · WALES · Age 59

Also on 12 other boards

CompanyRankvs 1808+ SIC 66290 peers
43

Financial strength9th percentile among SIC peers · 2/25
Employees62th percentile among SIC peers · 9/15
LiquidityCurrent ratio 0.95× · 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 strength2/25 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.

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 30/06/2025

Net Worth

-£728

Balance sheet strength

Cash

£14k

Cash in the bank

Net Current Assets

-£728

Working capital

Current Assets

£14k

Current Liabilities

£15k

Debtors

£768

2avg. employees

Balance Sheet

Assets less current liabilities-£728
Signed by Mr Paul Williamson 11/03/2026Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20250.95
20250.95
20241.19-£5k
20231.29-£14k
20222.12-£7k
20212.47+£22k
20191.35
20181.37

Derived from filed accounts. Not audited figures.