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Bevan & Buckland Wealth Management Limited

09600466

active
ltd
england wales
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, Maritime Quarter, Swansea, SA1 1FZ
Incorporated 20/05/2015

Previously known as

Bb Wealth Management Limited · until 25/06/2019
Bevan & Buckland Wealth Management Limited · until 15/06/2019

Compliance

Last accounts

30/06/2025

total exemption full

Next accounts due

29/03/2027

On track

Confirmation statement

Last: 22/06/2026

Due 06/07/2027

On track

Industry

66290
Other activities auxiliary to insurance and pension funding

Officers

Mr Paul James Williamson

director · Since 20/05/2015

DIRECTORS

BRITISH · WALES · Age 55

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

Paul James Williamson

director · Since 20/05/2015

British · Wales · Age 55

Jonathan Simon Francis

director · Since 13/11/2024

British · Wales · Age 59

Former

Jonathan Simon Francis

director · Resigned 07/05/2018

Henry Lloyd Davies

director · Resigned 11/04/2019

Alison Vickers

director · Resigned 11/04/2019

Caroline Wheeler

director · Resigned 11/04/2019

Change History

officer appointedFRANCIS, Jonathan Simon
2026-08-18
officer appointedWILLIAMSON, Paul James
2026-08-18
statusactive
2026-08-18

Active

typeltd
2026-08-18

Private Limited Company

address line1Unit B, Marina Villas Trawler Road
2026-08-18

UNIT B, MARINA VILLAS TRAWLER ROAD

post townSwansea
2026-08-18

SWANSEA

CompanyRankvs 1734+ SIC 66290 peers
44

Financial strength10th percentile among SIC peers · 3/25
Employees61th 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 strength3/25 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

Derived from filed accounts. Not audited figures.