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Jon Purnell Wealth Management Limited

12320956

active
Private Limited Company
england wales
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk

No risk factors detected.

Details

3 PARK COURT MEWS, CARDIFF, CF10 3DQ
Incorporated 19/11/2019

Compliance

Last accounts

05/11/2025

dormant

Next accounts due

05/08/2027

On track

Confirmation statement

Last: 18/09/2025

Due 02/10/2026

On track

Industry

70221
Financial management

Officers

Mr Harry Rhys Robinson

director · Since 05/11/2025

DIRECTOR

BRITISH · WALES · Age 33

Also on 1 other board

Persons with Significant Control

Harry Robinson Wealth Management Limited

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

3 Park Court Mews, Park Place, Cardiff, CF10 3DQ

Reg: 13287117 · Companies House · Private Limited Company

Notified 05/11/2025

Former PSCs

Jonathan David Purnell

Ceased 05/11/2025

CompanyRankvs 11612+ SIC 70221 peers
38

Financial strength40th percentile among SIC peers · 10/25
Employees42th percentile among SIC peers · 6/15
LiquidityNo balance sheet data · 0/20
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 strength10/25 pts

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

Employees6/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity0/20 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 05/11/2025

Net Worth

£306

Balance sheet strength

Cash

£27k

Cash in the bank

Net Current Assets

£13k

Working capital

Current Assets

Current Liabilities

£13k

Fixed Assets

£41k

1avg. employees

Balance Sheet

Bank loans & overdrafts£6k
Assets less current liabilities£55k
Prepared with Taxfiler

EstimatesDerived

YearCurrent RatioImplied Profit
20248.09+£13k
20232.89+£9k
2022+£8k

Derived from filed accounts. Not audited figures.