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Primera Wealth Management Limited

10728499

active
Private Limited Company
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, CHORLEY, PR7 1NY
Incorporated 19/04/2017

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66190
Other activities auxiliary to financial services

Officers

Ms Julie Suzanne Hepworth

director · Since 15/11/2023

DIRECTOR

BRITISH · ENGLAND · Age 52

Also on 41 other boards

Mr David John Philip Hesketh

director · Since 15/11/2023

DIRECTOR

BRITISH · UNITED KINGDOM · Age 45

Also on 72 other boards

Mr Ian Mitcheal Wilkinson

director · Since 15/11/2023

DIRECTOR

BRITISH · UNITED KINGDOM · Age 55

Also on 35 other boards

Persons with Significant Control

Pfm Group Limited

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

Lancaster House, Ackhurst Business Park, Chorley, PR7 1NY

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

Notified 15/11/2023

Former PSCs

Mr Neil Donnelly

Ceased 15/11/2023

CompanyRankvs 403+ SIC 66190 peers
82

Financial strength94th percentile among SIC peers · 24/25
Employees96th percentile among SIC peers · 14/15
LiquidityCurrent ratio 6.62× · 20/20
Longevity9 years trading (max 15) · 9/15
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.

Longevity9/15 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 RatioImplied Profit
20236.62+£214k
20225.37+£117k
20213.79+£64k
20203.31+£125k
20193.06+£140k
20181.85

Derived from filed accounts. Not audited figures.