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Tallis Wealth Management Ltd

10232622

active
Private Limited Company
Companies House
Health Score
90 / 100

Healthy

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

No risk factors detected.

Details

DEMAR HOUSE 14 CHURCH ROAD, CHICHESTER, PO20 8PS
Incorporated 15/06/2016

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Stephen Colin Francis

director · Since 15/06/2016

INDEPENDENT FINANCIAL ADVISER

BRITISH · ENGLAND · Age 66

Also on 1 other board

Mrs Philippa Rosemary Francis

director · Since 01/08/2016

DIRECTOR

BRITISH · ENGLAND · Age 65

Persons with Significant Control

Mr Stephen Colin Francis

25–50% shares
25–50% votes
Appoint directors

British · England · Age 66

Demar House, 14 Church Road, Chichester, PO20 8PS

Notified 01/07/2016

Mrs Philippa Rosemary Francis

25–50% shares
25–50% votes
Appoint directors

British · England · Age 65

Demar House, 14 Church Road, Chichester, PO20 8PS

Notified 01/08/2016

CompanyRankvs 1996+ SIC 64999 peers
80

Financial strength89th percentile among SIC peers · 22/25
Employees86th percentile among SIC peers · 13/15
LiquidityCurrent ratio 15.44× · 20/20
Longevity10 years trading (max 15) · 10/15
Filing complianceAll filings up to date · 15/15
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1996Tallis Wealth Management Ltd
79
How is this score calculated?
Financial strength22/25 pts

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

Employees13/15 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 31/03/2025

Net Worth

£389k

Balance sheet strength

Cash

£141k

Cash in the bank

Net Current Assets

£345k

Working capital

Current Assets

£369k

Current Liabilities

£24k

Fixed Assets

£44k

Debtors

£78k

4avg. employees+1
Prepared with VT Final Accounts

EstimatesDerived

YearCurrent RatioImplied Profit
202515.44+£58k
202412.31+£7k
202310.60+£21k
20227.41-£13k
202116.62+£85k
202010.35+£88k
20193.02—

Derived from filed accounts. Not audited figures.