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Appleby Wealth Management Ltd

11180852

active
Private Limited Company
Companies House
Health Score
70 / 100

Some Concerns

30/30
Filing
0/30
Financial
40/40
Risk
  • Negative net worth (-10)
  • Current liabilities exceed current assets (-10)

Details

64 SHRUB END ROAD, COLCHESTER, CO3 4RX
Incorporated 31/01/2018

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66220
Activities of insurance agents and brokers
66290
Other activities auxiliary to insurance and pension funding
70221
Financial management
70229
Management consultancy activities

Officers

Ms Aileen Claire Hankin

director · Since 31/01/2018

DIRECTOR

IRISH · ENGLAND · Age 59

Also on 1 other board

Ms Aileen Claire Hankin

secretary · Since 19/08/2018

Also on 1 other board

Persons with Significant Control

Mr James Thomas Vernon Appleby

75–100% shares
75–100% votes
Appoint directors

British · England · Age 59

64, Shrub End Road, Colchester, CO3 4RX

Notified 31/01/2018

Ms Aileen Claire Hankin

Significant control
significant-influence-or-control-as-firm

Irish · England · Age 59

64, Shrub End Road, Colchester, CO3 4RX

Notified 19/08/2018

CompanyRankvs 5325+ SIC 66220 peers
29

Financial strength7th percentile among SIC peers · 2/25
Employees11th percentile among SIC peers · 2/15
LiquidityCurrent ratio 0.08× · 2/20
Longevity8 years trading (max 15) · 8/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength2/25 pts

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

Employees2/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity2/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity8/15 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 31/01/2025

Turnover

£2k

Annual revenue

Net Worth

-£7k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

-£7k

Working capital

Current Assets

£630

Current Liabilities

£7k

Profit After Tax

-£3

0avg. employees-1

Balance Sheet

Assets less current liabilities-£7k
Signed by 1.2.24Prepared with Company Accounts and Tax Online

EstimatesDerived

YearCurrent RatioImplied Profit
20250.08+£0
20240.08-£13k
20220.01+£12k
20210.01

Derived from filed accounts. Not audited figures.