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Generational Wealth Management (Ifa) Ltd

12122808

active
ltd
england wales
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

19 Montpelier Avenue, Bexley, DA5 3AP
Incorporated 25/07/2019

Previously known as

Generational Wealth Management Ltd · until 29/05/2020

Compliance

Last accounts

31/12/2025

total exemption full

Next accounts due

30/09/2027

On track

Confirmation statement

Last: 31/10/2025

Due 14/11/2026

On track

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

Timothy Charles Robert Henderson

director · Since 28/11/2019

British · England · Age 65

Former

Mark Stephen Martin

director · Resigned 01/03/2020

Max Stephen Sullivan

director · Resigned 07/07/2022

Louise Georgina Bryant

director · Resigned 29/07/2025

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

Change History

officer appointedHENDERSON, Timothy Charles Robert
2026-07-24
statusactive
2026-07-24

Active

typeltd
2026-07-24

Private Limited Company

address line119 Montpelier Avenue
2026-07-24

19 MONTPELIER AVENUE

post townBexley
2026-07-24

BEXLEY

CompanyRankvs 4974+ 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

Derived from filed accounts. Not audited figures.