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Perpetua Wealth Partners Limited

12419534

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

WOOD FARM, IPSWICH, IP8 3QN
Incorporated 22/01/2020

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Jordan Alexander Marshall

director · Since 22/01/2020

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 46

Persons with Significant Control

Mr Jordan Alexander Marshall

25–50% shares
75–100% votes
Appoint directors

British · England · Age 46

30-32, Lombard Street, London, EC3V 9BQ

Notified 22/01/2020

Tara Marshall

50–75% shares

British · England · Age 47

30-32, Lombard Street, London, EC3V 9BQ

Notified 01/07/2022

CompanyRankvs 6392+ SIC 64999 peers
66

Financial strength93th percentile among SIC peers · 23/25
Employees64th percentile among SIC peers · 10/15
LiquidityCurrent ratio 1.06× · 12/20
Longevity6 years trading (max 15) · 6/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength23/25 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.

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.

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

£766k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£12k

Working capital

Current Assets

£209k

Current Liabilities

£197k

Fixed Assets

£1.1M

2avg. employees

Balance Sheet

Assets less current liabilities£1.2M
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20261.06-£1k
20251.17+£39k
20240.64-£36k
20231.16

Derived from filed accounts. Not audited figures.