Back to search

Hf Wealth Ltd

11241475

active
Private Limited Company
Companies House
Health Score
90 / 100

Healthy

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

No risk factors detected.

Details

ILKLEY HALL, ILKLEY, LS29 9LD
Incorporated 08/03/2018

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66220
Activities of insurance agents and brokers

Officers

Mr Simon Lister

director · Since 08/03/2018

DIRECTOR

BRITISH · UNITED KINGDOM · Age 42

Mrs Caroline Jenkinson

secretary · Since 05/11/2020

Persons with Significant Control

Mr Simon Lister

50–75% shares
50–75% votes

British · United Kingdom · Age 42

Ilkley Hall, Ilkley Hall Park, Ilkley, LS29 9LD

Notified 08/03/2018

Mark Holdsworth

25–50% shares
25–50% votes

British · England · Age 49

Ilkley Hall, Ilkley Hall Park, Ilkley, LS29 9LD

Notified 10/02/2025

CompanyRankvs 1541+ SIC 66220 peers
69

Financial strength94th percentile among SIC peers · 24/25
Employees11th percentile among SIC peers · 2/15
LiquidityCurrent ratio 2.31× · 20/20
Longevity8 years trading (max 15) · 8/15
Filing complianceAll filings up to date · 15/15
Show leaderboard
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.

Employees2/15 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.

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 31/03/2025

Net Worth

£721k

Balance sheet strength

Cash

£270k

Cash in the bank

Net Current Assets

£168k

Working capital

Current Assets

£296k

Current Liabilities

£128k

Fixed Assets

£564k

Debtors

£26k

0avg. employees-16

Tax at Year End

Corp tax£61k

Balance Sheet

Assets less current liabilities£731k
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20252.31+£202k
20245.28+£216k
20234.84-£87k
202219.43+£347k
20212.23

Derived from filed accounts. Not audited figures.