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Seifert & Dunk Wealth Managers Ltd

10911722

active
Private Limited Company
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

FIFTH FLOOR, CLAREVILLE HOUSE 26-27 OXENDON STREET, LONDON, SW1Y 4EL
Incorporated 11/08/2017

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Jonathan Lewis Seifert

secretary · Since 11/08/2017

Also on 1 other board

Mr Mathew Anthony Dunk

director · Since 11/08/2017

FINANCIAL ADVISER

BRITISH · UNITED KINGDOM · Age 43

Mr Jonathan Lewis Seifert

director · Since 11/08/2017

FINANCIAL ADVISER

BRITISH · UNITED KINGDOM · Age 50

Also on 1 other board

Persons with Significant Control

Mr Mathew Anthony Dunk

25–50% shares

British · United Kingdom · Age 43

Fifth Floor, Clareville House, 26-27 Oxendon Street, London, SW1Y 4EL

Notified 11/08/2017

Mr Jonathan Lewis Seifert

25–50% shares

British · United Kingdom · Age 50

Fifth Floor, Clareville House, 26-27 Oxendon Street, London, SW1Y 4EL

Notified 11/08/2017

CompanyRankvs 8504+ SIC 64999 peers
65

Financial strength91th percentile among SIC peers · 23/25
Employees80th percentile among SIC peers · 12/15
LiquidityCurrent ratio 0.6× · 6/20
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 strength23/25 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.

Liquidity6/20 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

£478k

Balance sheet strength

Cash

£69k

Cash in the bank

Net Current Assets

-£68k

Working capital

Current Assets

£103k

Current Liabilities

£171k

Fixed Assets

£1.5M

Debtors

£34k

3avg. employees

Balance Sheet

Intangible assets£1.5M
Assets less current liabilities£1.4M
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20250.60-£116
20240.37-£36k
20230.23-£67k
20220.28+£53k
20211.28

Derived from filed accounts. Not audited figures.