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Willcox Wealth Management Ltd

11812117

active
Private Limited Company
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

C/O REDBOX ACCOUNTANCY LIMITED NEW MEAD BARN, BISHOP'S STORTFORD, CM23 1JG
Incorporated 07/02/2019

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Joseph Graham Willcox

director · Since 07/02/2019

DIRECTOR

BRITISH · ENGLAND · Age 35

Mrs Katie Elizabeth Westphal

director · Since 01/03/2023

DIRECTOR

BRITISH · ENGLAND · Age 33

Persons with Significant Control

Mr Joseph Graham Willcox

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

British · England · Age 35

C/O Redbox Accountancy Limited, New Mead Barn, Bishop's Stortford, CM23 1JG

Notified 07/02/2019

Former PSCs

Mrs Katie Elizabeth Westphal

Ceased 02/01/2026

Charges0 outstanding

Charge
satisfied

METRO BANK PLC

Created 19/06/2020Registered 23/06/2020Satisfied 11/01/2024

CompanyRankvs 2573+ SIC 64999 peers
78

Financial strength83th percentile among SIC peers · 21/25
Employees90th percentile among SIC peers · 14/15
LiquidityCurrent ratio 3.04× · 20/20
Longevity8 years trading (max 15) · 8/15
Filing complianceAll filings up to date · 15/15
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2573Willcox Wealth Management Ltd
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How is this score calculated?
Financial strength21/25 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.

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 31/03/2026

Net Worth

£163k

Balance sheet strength

Cash

£94k

Cash in the bank

Net Current Assets

£102k

Working capital

Current Assets

£153k

Current Liabilities

£50k

Fixed Assets

£298k

Debtors

£59k

5avg. employees+1

Balance Sheet

Intangible assets£276k
Bank loans & overdrafts£237k
Assets less current liabilities£401k
Prepared with Taxfiler

EstimatesDerived

YearCurrent RatioImplied Profit
20263.04-£2k
20251.94+£38k
2024—-£24k

Derived from filed accounts. Not audited figures.