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Primary Wealth Limited

09937799

active
Private Limited Company
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk

No risk factors detected.

Details

31 ST. BERNARDS ROAD, SUTTON COLDFIELD, B72 1LF
Incorporated 06/01/2016

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66290
Other activities auxiliary to insurance and pension funding

Officers

Mr David O'Leary

director · Since 06/01/2016

INDEPENDENT FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 64

Persons with Significant Control

Mr David O'Leary

75–100% shares

British · England · Age 64

31, St. Bernards Road, Sutton Coldfield, B72 1LF

Notified 05/01/2017

CompanyRankvs 1348+ SIC 66290 peers
51

Financial strength55th percentile among SIC peers · 14/25
Employees80th percentile among SIC peers · 12/15
LiquidityNo balance sheet data · 0/20
Longevity10 years trading (max 15) · 10/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength14/25 pts

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

Employees12/15 pts

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

Liquidity0/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity10/15 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 31/05/2025

Net Worth

£9k

Balance sheet strength

Cash

£24k

Cash in the bank

Net Current Assets

£9k

Working capital

Current Assets

Current Liabilities

£15k

Fixed Assets

£86

3avg. employees

Balance Sheet

Assets less current liabilities£9k
Prepared with VT Final Accounts

EstimatesDerived

YearImplied Profit
2025+£6k
2024+£119
2023-£6k
2022-£4k

Derived from filed accounts. Not audited figures.