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Yorkshire Wealth Management Ltd

10513689

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

OFFICE SUITE FIRST FLOOR 11 STATION ROAD, LEEDS, LS18 5PA
Incorporated 07/12/2016

Compliance

Last accounts

31/03/2025

micro entity

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 06/12/2025

Due 20/12/2026

On track

Industry

66190
Other activities auxiliary to financial services

Officers

Mr Brian Adrian Newton

director · Since 07/12/2016

INDEPENDENT FINANCIAL ADVISER

BRITISH · UNITED KINGDOM · Age 66

Mr James Anthony Newton

director · Since 23/10/2017

IFA

BRITISH · ENGLAND · Age 38

Also on 1 other board

Persons with Significant Control

Mr Brian Adrian Newton

75–100% shares
Appoint directors

English · England · Age 66

Office Suite First Floor, 11 Station Road, Leeds, LS18 5PA

Notified 07/12/2016

CompanyRankvs 2330+ SIC 66190 peers
66

Financial strength85th percentile among SIC peers · 21/25
Employees90th percentile among SIC peers · 14/15
LiquidityCurrent ratio 0.63× · 6/20
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 strength21/25 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.

Liquidity6/20 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

£167k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

-£58k

Working capital

Current Assets

£111k

Current Liabilities

£177k

Fixed Assets

£235k

5avg. employees

Balance Sheet

Assets less current liabilities£176k
Signed by 10513689 2024-04-01 2025-03-31 10513689 2025-03-31 10513689 core:CurrentFinancialInstruments core:WithinOneYear 2025-03-Prepared with Digita Accounts Production Advanced

EstimatesDerived

YearCurrent RatioImplied Profit
20250.63+£0
20250.63+£2k
20240.38-£71k
20230.57-£42k
20220.93+£53k
20211.05

Derived from filed accounts. Not audited figures.