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Select Wealth Management Limited

10014848

active
Private Limited Company
england wales
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

BOX TREES FARM STRATFORD ROAD, SOLIHULL, B94 6EA
Incorporated 19/02/2016

Compliance

Last accounts

28/02/2026

micro entity

Next accounts due

30/11/2027

On track

Confirmation statement

Last: 18/02/2026

Due 04/03/2027

On track

Industry

64999
Other financial service activities

Officers

Mr Mark Antony Fortner

director · Since 19/02/2016

INDEPENDENT FINANCIAL ADVISER

BRITISH · UNITED KINGDOM · Age 44

Mr Dean Jonathan Rose

director · Since 19/02/2016

INDEPENDENT FINANCIAL ADVISER

BRITISH · ENGLAND · Age 56

Also on 2 other boards

Persons with Significant Control

Mr Mark Antony Fortner

25–50% shares
25–50% votes

British · United Kingdom · Age 44

Box Trees Farm, Stratford Road, Solihull, B94 6EA

Notified 06/04/2016

Mr Dean Jonathan Rose

25–50% shares
25–50% votes

British · England · Age 56

Box Trees Farm, Stratford Road, Solihull, B94 6EA

Notified 06/04/2016

Former PSCs

Mr Colin Henry Hobson

Ceased 12/04/2023

CompanyRankvs 2254+ SIC 64999 peers
78

Financial strength77th percentile among SIC peers · 19/25
Employees92th percentile among SIC peers · 14/15
LiquidityCurrent ratio 2.78× · 20/20
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 strength19/25 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.

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 28/02/2026

Net Worth

£83k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£80k

Working capital

Current Assets

£122k

Current Liabilities

£44k

Fixed Assets

£4k

6avg. employees

Balance Sheet

Assets less current liabilities£84k
Signed by Mr Dean Rose 17th March 2026Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20262.78+£0
20262.78+£29k
20252.14+£22k
20241.86+£7k
20231.39+£532
20221.37-£1k
20211.72+£43k
2020-1.69+£2k
2019-1.70—

Derived from filed accounts. Not audited figures.