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Morris Wealth Management Limited

09682274

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

6TH FLOOR, LONDON, EC2Y 5AU
Incorporated 13/07/2015

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

70221
Financial management

Officers

Mr Daniel Morris

director · Since 13/07/2015

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 55

Persons with Significant Control

Mr Daniel Morris

25–50% shares
25–50% votes

British · England · Age 55

29 Mulberry Gardens, Shenley, WD7 9LB

Notified 06/04/2016

Mrs Sarah Morris

25–50% shares

British · England · Age 50

29 Mulberry Gardens, Shenley, WD7 9LB

Notified 06/04/2016

Charges0 outstanding

Charge
satisfied

METRO BANK PLC

Created 16/03/2017Registered 17/03/2017Satisfied 03/10/2022

CompanyRankvs 10160+ SIC 70221 peers
43

Financial strength3th percentile among SIC peers · 1/25
Employees91th percentile among SIC peers · 14/15
LiquidityCurrent ratio 0.48× · 2/20
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 strength1/25 pts

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

Employees14/15 pts

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

Liquidity2/20 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

-£37k

Balance sheet strength

Cash

£6k

Cash in the bank

Net Current Assets

-£258k

Working capital

Current Assets

£243k

Current Liabilities

£501k

Fixed Assets

£1.2M

Debtors

£237k

Profit After Tax

-£5k

3avg. employees

Tax at Year End

Corp tax£178k
Dividends paid-£155k

Balance Sheet

Intangible assets£1.2M
Assets less current liabilities£985k
Prepared with Caseware UK (AP4) 2024.0.164

EstimatesDerived

YearCurrent RatioImplied Profit
20250.48+£0
20250.48+£172k
20240.32-£215k
20230.43-£25k
20220.48-£18k
20210.41+£48k
20200.02

Derived from filed accounts. Not audited figures.