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Palmers Wealth Management Ltd

10998641

active
Private Limited Company
england wales
Companies House
Health Score
75 / 100

Some Concerns

25/30
Filing
10/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)
  • Current liabilities exceed current assets (-10)

Details

THE WHITE COTTAGE OLD UCKFIELD ROAD, LEWES, BN8 5RX
Incorporated 05/10/2017

Compliance

Last accounts

30/09/2025

total exemption full

Next accounts due

30/06/2027

On track

Confirmation statement

Last: 04/10/2025

Due 18/10/2026

On track

Industry

64999
Other financial service activities

Officers

Mr Adam Richard Palmer

director · Since 05/10/2017

FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 44

Also on 1 other board

Gemma Godding

director · Since 01/06/2025

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 25

Persons with Significant Control

Mr Adam Richard Palmer

50–75% shares
50–75% votes
Appoint directors

British · England · Age 44

The White Cottage, Old Uckfield Road, Lewes, BN8 5RX

Notified 05/10/2017

CompanyRankvs 4590+ SIC 64999 peers
72

Financial strength86th percentile among SIC peers · 22/25
Employees39th percentile among SIC peers · 6/15
LiquidityCurrent ratio 2.28× · 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 strength22/25 pts

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

Employees6/15 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

£260k

Balance sheet strength

Cash

£5k

Cash in the bank

Net Current Assets

£65k

Working capital

Current Assets

£115k

Current Liabilities

£51k

Fixed Assets

£196k

Debtors

£111k

1avg. employees

Balance Sheet

Intangible assets£34k
Prepared with VT Final Accounts

EstimatesDerived

YearCurrent RatioImplied Profit
20242.28+£7k
20233.27

Derived from filed accounts. Not audited figures.