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Ballantine Wealth Management Limited

11428358

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

SUITE 106 VINEY COURT, TAUNTON, TA1 3FB
Incorporated 22/06/2018

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66190
Other activities auxiliary to financial services

Officers

Mr Leighton John Ballantine

director · Since 22/06/2018

DIRECTOR

BRITISH · ENGLAND · Age 42

Also on 2 other boards

Mr David James Ballantine

director · Since 18/10/2024

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 39

Also on 1 other board

Mrs Tiffany Laura Britton

secretary · Since 21/10/2024

Mr Thomas Christopher Britton

director · Since 21/10/2024

CHARTERED FINANCIAL PLANNER

BRITISH · ENGLAND · Age 37

Persons with Significant Control

Mr Leighton John Ballantine

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

British · England · Age 42

Suite 106, Viney Court, Taunton, TA1 3FB

Notified 22/06/2018

CompanyRankvs 1296+ SIC 66190 peers
71

Financial strength87th percentile among SIC peers · 22/25
Employees95th percentile among SIC peers · 14/15
LiquidityCurrent ratio 1.13× · 12/20
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 strength22/25 pts

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

Employees14/15 pts

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

Liquidity12/20 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

£198k

Balance sheet strength

Cash

£204k

Cash in the bank

Net Current Assets

£38k

Working capital

Current Assets

£325k

Current Liabilities

£287k

Fixed Assets

£1.3M

Debtors

£121k

9avg. employees+2

Tax at Year End

Corp tax£123k

Director Loans

Company owes directors£17k

Balance Sheet

Intangible assets£1.3M
Assets less current liabilities£1.3M
Signed by Mr Leighton Ballantine 16 December 2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20251.13+£81k
20240.69-£20k
20230.78-£16k
20220.83+£39k
20211.55—

Derived from filed accounts. Not audited figures.