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Generational Wealth Management (Ifa) Ltd

12122808

active
Private Limited Company
Companies House
Health Score
90 / 100

Healthy

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

No risk factors detected.

Details

19 MONTPELIER AVENUE, BEXLEY, DA5 3AP
Incorporated 25/07/2019

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Timothy Charles Robert Henderson

director · Since 28/11/2019

COMPANY DIRECTOR

BRITISH · ENGLAND · Age 65

Also on 2 other boards

Persons with Significant Control

Generational Planning Group Ltd

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

Chantry Office, Spotted Cow Lane, Buxted, TN22 4QG

Reg: 12343379 · Registered Office · Limited Company

Notified 10/07/2020

Former PSCs

Dr Mark Stephen Martin

Ceased 01/03/2020

CompanyRankvs 5418+ SIC 64999 peers
70

Financial strength62th percentile among SIC peers · 16/25
Employees80th percentile among SIC peers · 12/15
LiquidityCurrent ratio 2.86× · 20/20
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 strength16/25 pts

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

Employees12/15 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.

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

£17k

Balance sheet strength

Cash

£9k

Cash in the bank

Net Current Assets

£44k

Working capital

Current Assets

£68k

Current Liabilities

£24k

Fixed Assets

£1k

Debtors

£59k

3avg. employees

Balance Sheet

Assets less current liabilities£45k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20242.86+£123k
20231.22+£45k
202221.20-£24k
20210.39-£29k
2020-£98k

Derived from filed accounts. Not audited figures.