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Accumulus Wealth Management Limited

10043154

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

THE OLD RECTORY, WEYBRIDGE, KT13 8DE
Incorporated 04/03/2016

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66300
Fund management activities

Officers

Mr Geoffrey Folk O'Shea

director · Since 04/03/2016

FINANCIAL PLANNING CONSULTANT

BRITISH · ENGLAND · Age 59

Also on 1 other board

Persons with Significant Control

Mr Geoffrey Folk O'Shea

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

British · England · Age 59

The Old Rectory, Church Street, Weybridge, KT13 8DE

Notified 01/07/2016

CompanyRankvs 2434+ SIC 66300 peers
33

Financial strength15th percentile among SIC peers · 4/25
Employees29th percentile among SIC peers · 4/15
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 strength4/25 pts

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

Employees4/15 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 31/03/2025

Net Worth

£1

Balance sheet strength

Cash

£1

Cash in the bank

Net Current Assets

£1

Working capital

Current Assets

Current Liabilities

0avg. employees
Prepared with CCH Software