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Southern Wealth Associates Limited

09853560

active
ltd
england wales
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

Lancaster Court, 8 Barnes Wallis Road, Fareham, PO15 5TU
Incorporated 03/11/2015

Compliance

Last accounts

30/11/2025

total exemption full

Next accounts due

31/08/2027

On track

Confirmation statement

Last: 21/01/2026

Due 04/02/2027

On track

Industry

70221
Financial management

Officers

Samuel O'Mara

director · Since 03/11/2015

British · England · Age 40

Persons with Significant Control

Sco Property & Investments Limited

50–75% shares
75–100% votes

Lancaster Court, 8 Barnes Wallis Road, Fareham, PO15 5TU

Reg: 14654527 · Register Of Companies · Limited Company

Notified 09/01/2026

Former PSCs

Mrs Caroline Emily O'Mara

Ceased 09/01/2026

Mr Samuel O'Mara

Ceased 09/01/2026

Change History

officer appointedO'MARA, Samuel
2026-06-04
statusactive
2026-06-04

Active

typeltd
2026-06-04

Private Limited Company

address line1Lancaster Court
2026-06-04

LANCASTER COURT

post townFareham
2026-06-04

FAREHAM

CompanyRankvs 442+ SIC 70221 peers
83

Financial strength90th percentile among SIC peers · 23/25
Employees91th percentile among SIC peers · 14/15
LiquidityCurrent ratio 2.65× · 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 strength23/25 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 30/11/2025

Net Worth

£169k

Balance sheet strength

Cash

£291k

Cash in the bank

Net Current Assets

£191k

Working capital

Current Assets

£306k

Current Liabilities

£115k

Fixed Assets

£50

Debtors

£15k

3avg. employees

Balance Sheet

Bank loans & overdrafts£21k
Assets less current liabilities£191k
Signed by 09853560 2024-12-01 2025-11-30 09853560 2025-11-30 09853560 bus:OrdinaryShareClass1 2025-11-30 09853560 core:RetainedEarPrepared with Digita Accounts Production Advanced

EstimatesDerived

YearCurrent RatioImplied Profit
20252.65+£39k
20242.30+£60k
20232.04

Derived from filed accounts. Not audited figures.