Back to search

Carl Williams Wealth Management Ltd

10479409

active
Private Limited Company
Companies House
Health Score
75 / 100

Some Concerns

25/30
Filing
10/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)
  • Current liabilities exceed current assets (-10)

Details

C/O V & R ACCOUNTANCY SERVICES FIRST FLOOR, FORMBY, L37 4AQ
Incorporated 15/11/2016

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66190
Other activities auxiliary to financial services

Officers

Mrs Christine Williams

secretary · Since 15/11/2016

Mr Carl Williams

director · Since 15/11/2016

DIRECTOR

BRITISH · UNITED KINGDOM · Age 48

Persons with Significant Control

Mr Carl Williams

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

British · United Kingdom · Age 48

C/O V & R Accountancy Services, First Floor, Formby, L37 4AQ

Notified 15/11/2016

Mrs Christine Williams

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

British · United Kingdom · Age 51

C/O V & R Accountancy Services, First Floor, Formby, L37 4AQ

Notified 15/11/2016

CompanyRankvs 3060+ SIC 66190 peers
55

Financial strength15th percentile among SIC peers · 4/25
Employees37th percentile among SIC peers · 6/15
LiquidityCurrent ratio 2.53× · 20/20
Longevity10 years trading (max 15) · 10/15
Filing complianceAll filings up to date · 15/15
Show leaderboard
1Evans Hart Limited
90
2Titan Pensions & Investments Limited
90
3Skybound Financial Planning Limited
90
4Lumin Wealth Limited
90
5Pfm Associates Limited
90
6Paradigm Norton Financial Planning Limited
90
775point3 Limited
90
8Sgm - Foreign Exchange Limited
90
9Tyler Capital Limited
90
10Kroll Issuer Services Limited
90
3060Carl Williams Wealth Management Ltd
54
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.

Employees6/15 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 30/11/2024

Net Worth

£1

Balance sheet strength

Cash

£188k

Cash in the bank

Net Current Assets

£119k

Working capital

Current Assets

£197k

Current Liabilities

£78k

Fixed Assets

£3k

Debtors

£9k

1avg. employees

Balance Sheet

Assets less current liabilities£123k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent Ratio
20242.53
20232.80
20223.31
20213.32

Derived from filed accounts. Not audited figures.