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Rees Wealth Management Ltd

11866965

active
Private Limited Company
Companies House
Health Score
85 / 100

Healthy

25/30
Filing
20/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)

Details

BANDALLS FARM COTES ROAD, LOUGHBOROUGH, LE12 5TF
Incorporated 07/03/2019

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66190
Other activities auxiliary to financial services

Officers

Mr Robert Douglas Devereux Rees

director · Since 07/03/2019

DIRECTOR

BRITISH · UNITED KINGDOM · Age 55

Also on 3 other boards

Ms Alison Elizabeth Hercock

secretary · Since 01/06/2023

Mr Kurtis Matthew Tranter

director · Since 25/03/2026

BRITISH · ENGLAND · Age 31

Also on 1 other board

Persons with Significant Control

Rdr Wealth Management Ltd

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

Bandalls Farm, Cotes Road, Loughborough, LE12 5TF

Reg: 16910196 · Companies House · Private Limited Company

Notified 25/03/2026

Former PSCs

Mr Robert Douglas Devereux Rees

Ceased 25/03/2026

CompanyRankvs 1195+ SIC 66190 peers
72

Financial strength97th percentile among SIC peers · 24/25
Employees92th percentile among SIC peers · 14/15
LiquidityCurrent ratio 1.33× · 12/20
Longevity7 years trading (max 15) · 7/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength24/25 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.

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

£1.3M

Balance sheet strength

Cash

£517k

Cash in the bank

Net Current Assets

£338k

Working capital

Current Assets

£1.4M

Current Liabilities

£1.0M

Fixed Assets

£1.2M

Debtors

£835k

6avg. employees+3

Balance Sheet

Intangible assets£1.1M
Assets less current liabilities£1.6M
Signed by 11866965 2024-01-01 2024-12-31 11866965 2024-12-31 11866965 bus:OrdinaryShareClass1 2024-12-31 11866965 core:OtherReservPrepared with Digita Accounts Production Advanced

EstimatesDerived

YearCurrent RatioImplied Profit
20241.33+£73k
20237.47+£241k
20226.24+£345k
20214.74

Derived from filed accounts. Not audited figures.