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Wiltshire Wealth Ltd

12406606

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

25 ST. MARGARETS STREET, BRADFORD-ON-AVON, BA15 1DN
Incorporated 16/01/2020

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities
66220
Activities of insurance agents and brokers

Officers

Mr Daniel George Wiltshire

director · Since 16/01/2020

FINANCIAL ADVISER

BRITISH · UNITED KINGDOM · Age 40

Mrs Samantha Elizabeth Wiltshire

director · Since 30/05/2022

COMPANY DIRECTOR

BRITISH · UNITED KINGDOM · Age 41

Persons with Significant Control

Mr Daniel George Wiltshire

25–50% shares

British · United Kingdom · Age 40

25 St. Margarets Street, Bradford On Avon, Bradford-On-Avon, BA15 1DN

Notified 16/01/2020

Mrs Samantha Elizabeth Wiltshire

25–50% shares

British · United Kingdom · Age 41

25 St. Margarets Street, Bradford On Avon, Bradford-On-Avon, BA15 1DN

Notified 28/09/2022

CompanyRankvs 4659+ SIC 64999 peers
71

Financial strength81th percentile among SIC peers · 20/25
Employees64th percentile among SIC peers · 10/15
LiquidityCurrent ratio 2.27× · 20/20
Longevity6 years trading (max 15) · 6/15
Filing complianceAll filings up to date · 15/15
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4659Wiltshire Wealth Ltd
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How is this score calculated?
Financial strength20/25 pts

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

Employees10/15 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.

Longevity6/15 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 31/03/2026

Net Worth

£133k

Balance sheet strength

Cash

£111k

Cash in the bank

Net Current Assets

£131k

Working capital

Current Assets

£234k

Current Liabilities

£103k

Fixed Assets

£2k

Debtors

£123k

2avg. employees
Prepared with Digita Accounts Production Advanced

EstimatesDerived

YearCurrent RatioImplied Profit
20262.27+£91k
20251.82+£14k
20242.20-£32k
20234.60—

Derived from filed accounts. Not audited figures.