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Tony Fenton & Sons Wealth Management Limited

09746771

active
Private Limited Company
england wales
Companies House
Health Score
85 / 100

Healthy

25/30
Filing
20/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)

Details

LANCASTER HOUSE ACKHURST BUSINESS PARK, CHORLEY, PR7 1NY
Incorporated 25/08/2015

Compliance

Last accounts

20/12/2024

total exemption full

Next accounts due

30/09/2026

On track

Confirmation statement

Last: 21/05/2026

Due 04/06/2027

On track

Industry

66300
Fund management activities

Officers

Mr David John Philip Hesketh

director · Since 20/12/2024

COMPANY DIRECTOR

BRITISH · UNITED KINGDOM · Age 45

Also on 72 other boards

Mr Ian Mitcheal Wilkinson

director · Since 20/12/2024

COMPANY DIRECTOR

BRITISH · UNITED KINGDOM · Age 55

Also on 35 other boards

Persons with Significant Control

Pfm Group Limited

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

Lancaster House, Ackhurst Business Park, Chorley, PR7 1NY

Reg: 05091707 · Companies House · Private Company Limited By Shares

Notified 20/12/2024

Former PSCs

Mr Anthony Fenton

Ceased 03/05/2024

CompanyRankvs 192+ SIC 66300 peers
80

Financial strength80th percentile among SIC peers · 20/25
Employees94th percentile among SIC peers · 14/15
LiquidityCurrent ratio 2.27× · 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 strength20/25 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.

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 20/12/2024

Net Worth

£213k

Balance sheet strength

Cash

£326k

Cash in the bank

Net Current Assets

£202k

Working capital

Current Assets

£360k

Current Liabilities

£158k

Fixed Assets

£14k

Debtors

£33k

6avg. employees

Tax at Year End

Corp tax£155k

Director Loans

Company owes directors£2k

Balance Sheet

Intangible assets£4k
Assets less current liabilities£216k
Signed by Mr Anthony Fenton 24/01/2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20242.27+£119k
20231.52-£146k
20222.80-£18k
20212.60+£115k
20202.04+£49k
20191.87+£42k
20181.34

Derived from filed accounts. Not audited figures.