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Kingfisher Wealth Management Ltd

12299918

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

NORTH LODGE NORTH LODGE COURT, WELLS, BA5 3DZ
Incorporated 05/11/2019

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66220
Activities of insurance agents and brokers

Officers

Mr Roger Percival Hatherell

director · Since 05/11/2019

FINANCIAL ADVISER

BRITISH · UNITED KINGDOM · Age 68

Also on 1 other board

Mrs Karen Victoria Jefferies

director · Since 05/11/2019

FINANCIAL PARA PLANNER

BRITISH · ENGLAND · Age 49

Persons with Significant Control

Mr Roger Percival Hatherell

25–50% shares
25–50% votes

British · United Kingdom · Age 68

North Lodge, North Lodge Court, Wells, BA5 3DZ

Notified 05/11/2019

Mrs Karen Victoria Jefferies

25–50% shares
25–50% votes

British · England · Age 49

North Lodge, North Lodge Court, Wells, BA5 3DZ

Notified 17/11/2025

CompanyRankvs 2822+ SIC 66220 peers
58

Financial strength52th percentile among SIC peers · 13/25
Employees71th percentile among SIC peers · 11/15
LiquidityCurrent ratio 1.32× · 12/20
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 strength13/25 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.

Liquidity12/20 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

£9k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£9k

Working capital

Current Assets

£36k

Current Liabilities

£27k

3avg. employees

Balance Sheet

Assets less current liabilities£9k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20241.32-£8k
20231.61+£11k
20221.19-£5k
20211.32+£7k
20201.00

Derived from filed accounts. Not audited figures.