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Primera Wealth Management Limited

10728499

active
ltd
england wales
Companies House
Health Score
85 / 100

Healthy

25/30
Filing
20/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)

Details

Lancaster House Ackhurst Business Park, Foxhole Road, Chorley, PR7 1NY
Incorporated 19/04/2017

Compliance

Last accounts

31/12/2025

dormant

Next accounts due

30/09/2027

On track

Confirmation statement

Last: 18/04/2026

Due 02/05/2027

On track

Industry

66190
Other activities auxiliary to financial services

Officers

Mr Sam Philip Ward

director · Since 27/07/2026

BRITISH · ENGLAND

Sam Philip Ward

director · Since 27/07/2026

British · England

Former

Jacqueline Anne Donnelly

director · Resigned 15/11/2023

Mark John Copsey

director · Resigned 15/11/2023

Gina Copsey

director · Resigned 15/11/2023

Neil Donnelly

director · Resigned 13/06/2024

Mr David John Philip Hesketh

director · Resigned 27/07/2026

David John Philip Hesketh

director · Resigned 27/07/2026

Mr Ian Mitcheal Wilkinson

director · Resigned 14/08/2026

Julie Suzanne Hepworth

director · Resigned 14/08/2026

Ian Mitcheal Wilkinson

director · Resigned 14/08/2026

Ms Julie Suzanne Hepworth

director · Resigned 14/08/2026

Persons with Significant Control

Pfm Group Limited

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

Reg: 05091707 · Companies House · Private Limited Company By Shares

Notified 15/11/2023

Former PSCs

Mr Neil Donnelly

Ceased 15/11/2023

Change History

officer appointed → WARD, Sam Philip
2026-08-23
status → active
2026-08-23

Active

type → ltd
2026-08-23

Private Limited Company

address line1 → Lancaster House Ackhurst Business Park
2026-08-23

LANCASTER HOUSE ACKHURST BUSINESS PARK

post town → Chorley
2026-08-23

CHORLEY

CompanyRankvs 401+ SIC 66190 peers
83

Financial strength94th percentile among SIC peers · 24/25
Employees96th percentile among SIC peers · 14/15
LiquidityCurrent ratio 6.62× · 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 strength24/25 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 30/09/2023

Net Worth

£770k

Balance sheet strength

Cash

£672k

Cash in the bank

Net Current Assets

£759k

Working capital

Current Assets

£894k

Current Liabilities

£135k

Fixed Assets

£14k

Debtors

£222k

10avg. employees

Balance Sheet

Assets less current liabilities£773k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent Ratio
20236.62

Derived from filed accounts. Not audited figures.