Back to search

Newberry Wealth Management Limited

11584497

active
Private Limited Company
england wales
Companies House
Health Score
65 / 100

Some Concerns

25/30
Filing
0/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)
  • Negative net worth (-10)
  • Current liabilities exceed current assets (-10)

Details

6 HOLLIES ROAD, DERBY, DE22 2HW
Incorporated 24/09/2018

Compliance

Last accounts

30/09/2024

micro entity

Next accounts due

30/06/2026

On track

Confirmation statement

Last: 13/09/2025

Due 27/09/2026

On track

Industry

66300
Fund management activities

Officers

Mr Matthew Newberry

director · Since 24/09/2018

FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 50

Persons with Significant Control

Mr Matthew Newberry

25–50% shares
25–50% votes

British · England · Age 50

6 Hollies Road, Allestree, Derby, DE22 2HW

Notified 24/09/2018

Mrs Stephanie Victoria Newberry

25–50% shares
25–50% votes
Appoint directors

British · England · Age 41

6 Hollies Road, Allestree, Derby, DE22 2HW

Notified 24/09/2018

CompanyRankvs 2132+ SIC 66300 peers
38

Financial strength8th percentile among SIC peers · 2/25
Employees75th percentile among SIC peers · 11/15
LiquidityCurrent ratio 0.42× · 2/20
Longevity8 years trading (max 15) · 8/15
Filing complianceAll filings up to date · 15/15
Show leaderboard
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.

Employees11/15 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 30/09/2024

Net Worth

-£14k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

-£14k

Working capital

Current Assets

£10k

Current Liabilities

£25k

Fixed Assets

£316

2avg. employees

Balance Sheet

Assets less current liabilities-£14k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20240.42+£21k
20230.04-£18k
20210.36+£5k
20200.13+£4k
20190.02

Derived from filed accounts. Not audited figures.