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Hodge Bakshi Wealth Management Ltd

12445842

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

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

CHURCHGATE HOUSE 3 CHURCH ROAD, CARDIFF, CF14 2DX
Incorporated 06/02/2020

Compliance

Last accounts

28/02/2025

micro entity

Next accounts due

30/11/2026

On track

Confirmation statement

Last: 01/05/2026

Due 15/05/2027

On track

Industry

64999
Other financial service activities

Officers

Mr Sameer Pankaj Bakshi

director · Since 06/02/2020

DIRECTOR

BRITISH · WALES · Age 40

Also on 5 other boards

Mr Richard Pendrice Bevington

director · Since 06/02/2020

DIRECTOR

BRITISH · WALES · Age 53

Also on 3 other boards

Persons with Significant Control

Mr Sameer Pankaj Bakshi

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

British · Wales · Age 40

Churchgate House, Church Road, Cardiff, CF14 2DX

Notified 06/02/2020

Former PSCs

Pankaj Shantilal Bakshi

Ceased 26/03/2024

CompanyRankvs 4728+ SIC 64999 peers
71

Financial strength81th percentile among SIC peers · 20/25
Employees64th percentile among SIC peers · 10/15
LiquidityCurrent ratio 5.53× · 20/20
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 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 28/02/2025

Net Worth

£137k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£137k

Working capital

Current Assets

£167k

Current Liabilities

£30k

Fixed Assets

£54

2avg. employees-2

Balance Sheet

Assets less current liabilities£137k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20255.53+£31k
202411.63+£24k
20233.72+£26k
20222.75+£17k
20213.46

Derived from filed accounts. Not audited figures.