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Truscott Wealth Management Limited

10887851

active
Private Limited Company
england wales
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

OFFICE 7 WILLOW GENESIS BUSINESS & ENTERPRISE CENTRE, ALFRETON, DE55 7DQ
Incorporated 28/07/2017

Compliance

Last accounts

31/08/2025

total exemption full

Next accounts due

31/05/2027

On track

Confirmation statement

Last: 27/07/2025

Due 10/08/2026

On track

Industry

64999
Other financial service activities

Officers

Mr Philip Derek Truscott

director · Since 28/07/2017

INDEPENDENT FINANCIAL ADVISER

BRITISH · ENGLAND · Age 66

Persons with Significant Control

Mr Philip Derek Truscott

75–100% shares
ownership-of-shares-75-to-100-percent-as-trust
ownership-of-shares-75-to-100-percent-as-firm
75–100% votes
voting-rights-75-to-100-percent-as-trust
voting-rights-75-to-100-percent-as-firm
Appoint directors

British · England · Age 66

Office 7 Willow, Genesis Business & Enterprise Centre, Alfreton, DE55 7DQ

Notified 28/07/2017

CompanyRankvs 1984+ SIC 64999 peers
80

Financial strength94th percentile among SIC peers · 24/25
Employees80th percentile among SIC peers · 12/15
LiquidityCurrent ratio 28.07× · 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.

Employees12/15 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 31/08/2025

Net Worth

£812k

Balance sheet strength

Cash

£448k

Cash in the bank

Net Current Assets

£808k

Working capital

Current Assets

£838k

Current Liabilities

£30k

Fixed Assets

£5k

Debtors

£390k

3avg. employees
Prepared with VT Final Accounts

EstimatesDerived

YearCurrent RatioImplied Profit
202528.07-£32k
2024105.12-£72k
202315.67+£19k
20226.23+£426k
20218.22—

Derived from filed accounts. Not audited figures.