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Wheatley Ifa Limited

12134337

active
Private Limited Company
england wales
Companies House
Health Score
83 / 100

Healthy

25/30
Filing
20/30
Financial
38/40
Risk
  • No accounts filed in last 18 months (-5)
  • 1 outstanding charge (-2)

Details

100 LONGWATER AVENUE, READING, RG2 6GP
Incorporated 01/08/2019

Compliance

Last accounts

31/08/2024

micro entity

Next accounts due

31/05/2026

On track

Confirmation statement

Last: 15/04/2026

Due 29/04/2027

On track

Industry

64999
Other financial service activities

Officers

Mr Richard David Wheeler

director · Since 23/08/2024

DIRECTOR

BRITISH · ENGLAND · Age 55

Also on 7 other boards

Persons with Significant Control

Sfp Bidco Ltd

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

4th Floor, St Paul's Gate, 22-24 New Street, St Helier, JE1 4TD

Reg: 151826 · Jersey Financial Service Commission · Private Limited Company

Notified 23/08/2024

Former PSCs

Mr Christopher Wheatley

Ceased 23/08/2024

Mrs Hazel Wheatley

Ceased 23/08/2024

Charges1 outstanding

Charge
outstanding

UMBRA FINANCE LIMITED (AS SECURITY TRUSTEE)

Created 23/08/2024Registered 27/08/2024

CompanyRankvs 8313+ SIC 64999 peers
52

Financial strength28th percentile among SIC peers · 7/25
Employees86th percentile among SIC peers · 13/15
LiquidityCurrent ratio 2.05× · 20/20
Longevity7 years trading (max 15) · 7/15
Filing complianceAll filings up to date · 15/15
Outstanding charges -10
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How is this score calculated?
Financial strength7/25 pts

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

Employees13/15 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.

Risk deductions

Outstanding charges: -10 pts

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 31/08/2023

Net Worth

£100

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£37k

Working capital

Current Assets

£70k

Current Liabilities

£34k

4avg. employees

Balance Sheet

Assets less current liabilities£37k
Signed by Mr Christopher Wheatley 26/10/2023Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent Ratio
20232.05
20222.02
20212.58
20204.51

Derived from filed accounts. Not audited figures.