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First Wealth (London) Limited

11343740

active
Private Limited Company
england wales
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

16 GREAT QUEEN STREET, LONDON, WC2B 5AH
Incorporated 03/05/2018

Compliance

Last accounts

30/09/2025

total exemption full

Next accounts due

30/06/2027

On track

Confirmation statement

Last: 05/06/2025

Due 19/06/2026

On track

Industry

82990
Other business support service activities

Officers

Mr Robert Matthew Caplan

director · Since 03/05/2018

DIRECTOR

BRITISH · ENGLAND · Age 46

Also on 1 other board

Mr Anthony James Villis

director · Since 03/05/2018

DIRECTOR

BRITISH · UNITED KINGDOM · Age 51

Persons with Significant Control

Mr Anthony James Villis

25–50% shares
25–50% votes

British · United Kingdom · Age 51

16, Great Queen Street, London, WC2B 5AH

Notified 03/05/2018

Mr Robert Matthew Caplan

25–50% shares
25–50% votes

British · England · Age 46

16, Great Queen Street, London, WC2B 5AH

Notified 03/05/2018

Charges0 outstanding

Charge
satisfied

BEST PRACTICE IFA GROUP LIMITED

Created 30/11/2018Registered 30/11/2018Satisfied 06/03/2026

CompanyRankvs 19243+ SIC 82990 peers
79

Financial strength99th percentile among SIC peers · 25/25
Employees98th percentile among SIC peers · 15/15
LiquidityCurrent ratio 1.56× · 16/20
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 strength25/25 pts

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

Employees15/15 pts

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

Liquidity16/20 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 30/09/2024

Net Worth

£3.3M

Balance sheet strength

Cash

£697k

Cash in the bank

Net Current Assets

£343k

Working capital

Current Assets

£957k

Current Liabilities

£614k

Fixed Assets

£3.8M

Debtors

£260k

25avg. employees+1

Tax at Year End

Corp tax£163k

Balance Sheet

Intangible assets£3.4M
Assets less current liabilities£4.2M
Prepared with Caseware UK (AP4) 2023.0.135

EstimatesDerived

YearCurrent RatioImplied Profit
20241.56+£259k
20231.44+£72k
20221.08+£148k
20211.53+£208k
20200.67

Derived from filed accounts. Not audited figures.