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Whittaker Wealth Management Limited

10758317

active
Private Limited Company
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Negative net worth (-10)

Details

THE COACH HOUSE BURNT LEYS FARM, WORKSOP, S80 3DZ
Incorporated 08/05/2017

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

70221
Financial management

Officers

Mrs Helen Marie Whittaker

director · Since 08/05/2017

MANAGER

BRITISH · UNITED KINGDOM · Age 44

Mr Peter James Whittaker

director · Since 08/05/2017

DIRECTOR

BRITISH · ENGLAND · Age 43

Also on 2 other boards

Persons with Significant Control

Regency Advice Services Limited

75–100% shares
75–100% votes

Unit 6, Calder Close, Wakefield, WF4 3BA

Reg: 14027237 · Companies House · Limited Company

Notified 30/06/2022

Former PSCs

Mrs Helen Marie Whittaker

Ceased 10/05/2022

Mr Peter James Whittaker

Ceased 30/06/2022

CompanyRankvs 13727+ SIC 70221 peers
30

Financial strength7th percentile among SIC peers · 2/25
Employees15th percentile among SIC peers · 2/15
LiquidityCurrent ratio 0.01× · 2/20
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 strength2/25 pts

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

Employees2/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity2/20 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 31/07/2025

Net Worth

-£9k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

-£2k

Working capital

Current Assets

£25

Current Liabilities

£2k

0avg. employees
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20250.01-£1k
20241.42-£928
20232.42-£18k
20221.66+£9k
20211.01+£57
20200.96
20190.65
20180.32

Derived from filed accounts. Not audited figures.