Back to search

David Burnell Wealth Management Limited

11861778

active
Private Limited Company
england wales
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

43 EDWARD ROAD, NOTTINGHAM, NG2 5GE
Incorporated 05/03/2019

Compliance

Last accounts

31/12/2024

micro entity

Next accounts due

30/09/2026

On track

Confirmation statement

Last: 04/03/2026

Due 18/03/2027

On track

Industry

66190
Other activities auxiliary to financial services

Officers

Mr Jonathan Charles Gilbert

director · Since 05/03/2019

IFA

BRITISH · ENGLAND · Age 57

Also on 6 other boards

Mr David Graham William Hinch

director · Since 05/03/2019

DIRECTOR

BRITISH · ENGLAND · Age 58

Mr Jonathan James Pashley

director · Since 05/03/2019

DIRECTOR

BRITISH · ENGLAND · Age 59

Also on 2 other boards

Mr Christopher Michael James Pratt

director · Since 05/03/2019

IFA

BRITISH · ENGLAND · Age 57

Also on 3 other boards

CompanyRankvs 3710+ SIC 66190 peers
49

Financial strength92th percentile among SIC peers · 23/25
Employees15th percentile among SIC peers · 2/15
LiquidityCurrent ratio 0.02× · 2/20
Longevity7 years trading (max 15) · 7/15
Filing complianceAll filings up to date · 15/15
Show leaderboard
How is this score calculated?
Financial strength23/25 pts

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

Employees2/15 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.

Longevity7/15 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 31/12/2024

Net Worth

£536k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

-£107k

Working capital

Current Assets

£2k

Current Liabilities

£109k

Fixed Assets

£1.6M

0avg. employees

Balance Sheet

Assets less current liabilities£1.5M
Prepared with v2025.59.1 micro_entity_frs_105_v1_1_2 filing

EstimatesDerived

YearCurrent RatioImplied Profit
20240.02+£86k
2023+£87k
2022+£86k
2021+£89k
2020+£92k

Derived from filed accounts. Not audited figures.