Personal Wealth Management (South Wales) Ltd
10852780
Healthy
- 1 outstanding charge (-2)
Details
Compliance
Last accounts
31/07/2025
unaudited abridged
Next accounts due
30/04/2027
Confirmation statement
Last: 05/07/2026
Due 19/07/2027
Industry
Officers
secretary · Since 06/07/2017
Persons with Significant Control
Mr Ian Paul Rosser
British · Wales · Age 58
Ty Camlas, Maesderwen Rd, Pontypool, NP4 5LF
Notified 06/07/2017
Charges1 outstanding
NUCLEUS CASH FLOW FINANCE2 LIMITED
Change History
Active
Private Limited Company
20 HIGH STREET
NEWPORT
CompanyRankvs 5248+ SIC 96090 peers70
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How is this score calculated?
Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.
Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.
Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.
One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.
Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.
Risk deductions
Outstanding charges: -10 pts
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
£71k
Balance sheet strength
Cash
£75k
Cash in the bank
Net Current Assets
£147k
Working capital
Current Assets
£270k
Current Liabilities
£123k
Fixed Assets
£11k
Debtors
£195k
Balance Sheet
EstimatesDerived
| Year | Current Ratio | Implied Profit |
|---|---|---|
| 2025 | 2.20 | +£68k |
| 2024 | 1.14 | +£795 |
| 2023 | 1.72 | — |
Derived from filed accounts. Not audited figures.