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Acorn Wealth Management Limited

10951810

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

1A CROSSWAY TERRACE, ACLE, NR13 3QT
Incorporated 07/09/2017

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Ian James Howell

director · Since 07/09/2017

FINANCIAL ADVISER

BRITISH · UNITED KINGDOM · Age 55

Also on 1 other board

Mr Nathan James Howell

secretary · Since 19/10/2023

Persons with Significant Control

Mr Ian James Howell

75–100% shares

British · United Kingdom · Age 55

1a, Crossway Terrace, Acle, NR13 3QT

Notified 07/09/2017

CompanyRankvs 3578+ SIC 64999 peers
75

Financial strength82th percentile among SIC peers · 21/25
Employees64th percentile among SIC peers · 10/15
LiquidityCurrent ratio 10.04× · 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 strength21/25 pts

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

Employees10/15 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 30/09/2024

Net Worth

£148k

Balance sheet strength

Cash

£155k

Cash in the bank

Net Current Assets

£144k

Working capital

Current Assets

£160k

Current Liabilities

£16k

Fixed Assets

£4k

Debtors

£5k

2avg. employees+1

Tax at Year End(2021)

Corp tax£23k

Balance Sheet

Assets less current liabilities£148k
Prepared with Sage Accounts Production Advanced 2023 - FRS102_2023

EstimatesDerived

YearCurrent RatioImplied Profit
202410.04-£13k
20234.11-£17k
20224.28-£23k
20216.23+£19k
20206.13+£42k
20199.03-£41k
20183.85

Derived from filed accounts. Not audited figures.