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Newsome Wealth Management Ltd

11991197

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

4 RUNNING WELL, RUNWELL, SS11 7GD
Incorporated 13/05/2019

Compliance

Last accounts

31/05/2025

total exemption full

Next accounts due

28/02/2027

On track

Confirmation statement

Last: 12/05/2026

Due 26/05/2027

On track

Industry

66300
Fund management activities

Officers

Mrs Laura Newsome

director · Since 13/05/2019

ADMIN MANAGER

BRITISH · ENGLAND · Age 47

Mr Matthew Newsome

director · Since 13/05/2019

WEALTH MANAGER

BRITISH · ENGLAND · Age 47

Persons with Significant Control

Mr Matthew Newsome

Significant control

British · England · Age 47

4 Running Well, St Luke's Park, Runwell, SS11 7GD

Notified 13/05/2019

Mrs Laura Newsome

Significant control

British · England · Age 47

4 Running Well, St Luke's Park, Runwell, SS11 7GD

Notified 13/05/2019

CompanyRankvs 785+ SIC 66300 peers
68

Financial strength77th percentile among SIC peers · 19/25
Employees74th percentile among SIC peers · 11/15
LiquidityCurrent ratio 1.82× · 16/20
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 strength19/25 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.

Liquidity16/20 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 31/05/2026

Net Worth

£141k

Balance sheet strength

Cash

£297k

Cash in the bank

Net Current Assets

£151k

Working capital

Current Assets

£336k

Current Liabilities

£185k

Fixed Assets

£1.8M

Debtors

£39k

Profit After Tax

£203k

2avg. employees

Tax at Year End

Dividends paid£134k

Balance Sheet

Intangible assets£1.8M
Assets less current liabilities£1.9M
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20261.82+£69k
20251.31+£60k
20240.39+£6k
20230.16—

Derived from filed accounts. Not audited figures.