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Pdg Wealth Management Ltd

12201380

active
Private Limited Company
Companies House
Health Score
84 / 100

Healthy

30/30
Filing
20/30
Financial
34/40
Risk
  • 3 outstanding charges (-6)

Details

UNIT 13 HIGHNAM BUSINESS CENTRE NEWENT ROAD, GLOUCESTER, GL2 8DN
Incorporated 11/09/2019

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mrs Amanda Griffiths

director · Since 11/09/2019

OFFICE MANAGER

BRITISH · ENGLAND · Age 54

Mr Philip Griffiths

director · Since 11/09/2019

FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 59

Mr Harry John Charles Griffiths

director · Since 22/08/2024

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 27

Persons with Significant Control

Mrs Amanda Griffiths

25–50% shares
25–50% votes

British · England · Age 54

Highnam Business Centre, Unit 13, Newent Road, Gloucester, GL2 8DN

Notified 11/09/2019

Mr Philip Griffiths

50–75% shares
50–75% votes
Appoint directors

British · England · Age 59

Highnam Business Centre, Unit 13, Newent Road, Gloucester, GL2 8DN

Notified 11/09/2019

Charges3 outstanding

Charge
outstanding

QUILTER FINANCIAL PLANNING LIMITED

Created 10/10/2025Registered 23/10/2025
Charge
outstanding

QUILTER FINANCIAL PLANNING LIMITED

Created 10/01/2025Registered 21/01/2025
Charge
outstanding

QUILTER FINANCIAL PLANNING LIMITED

Created 30/03/2023Registered 13/04/2023

CompanyRankvs 13930+ SIC 64999 peers
38

Financial strength41th percentile among SIC peers · 10/25
Employees92th percentile among SIC peers · 14/15
LiquidityCurrent ratio -21.13× · 2/20
Longevity7 years trading (max 15) · 7/15
Filing complianceAll filings up to date · 15/15
Outstanding charges -10
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13930Pdg Wealth Management Ltd
45
How is this score calculated?
Financial strength10/25 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.

Liquidity2/20 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 30/09/2025

Net Worth

£411

Balance sheet strength

Cash

£75k

Cash in the bank

Net Current Assets

£241k

Working capital

Current Assets

£230k

Current Liabilities

-£11k

Fixed Assets

£93k

Debtors

£155k

6avg. employees+1

Balance Sheet

Intangible assets£84k
Assets less current liabilities£333k
Prepared with CCH Software

EstimatesDerived

YearCurrent Ratio
202521.13

Derived from filed accounts. Not audited figures.