Back to search

Halen Wealth Limited

11438844

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

THE OLD VICARAGE, BARRY, CF62 3AJ
Incorporated 28/06/2018

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Jonathan George Lowry

director · Since 28/06/2018

NONE SUPPLIED

BRITISH · WALES · Age 56

Persons with Significant Control

Mr Jonathan George Lowry

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

British · Wales · Age 56

The Old Vicarage, Llancarfan, Barry, CF62 3AJ

Notified 28/06/2018

CompanyRankvs 7903+ SIC 64999 peers
62

Financial strength51th percentile among SIC peers · 13/25
Employees39th percentile among SIC peers · 6/15
LiquidityCurrent ratio 2.05× · 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 strength13/25 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.

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 30/06/2026

Net Worth

£4k

Balance sheet strength

Cash

£69k

Cash in the bank

Net Current Assets

£36k

Working capital

Current Assets

£70k

Current Liabilities

£34k

Fixed Assets

£0

Debtors

£375

1avg. employees

Tax at Year End

Corp tax£31k
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20262.05+£0
20241.92+£0
20231.96—

Derived from filed accounts. Not audited figures.