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Trafalgar Wealth Ltd

12501062

active
ltd
england wales
Companies House
Health Score
85 / 100

Healthy

25/30
Filing
20/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)

Details

40 Hoghton Street, Southport, PR9 0PQ
Incorporated 05/03/2020

Previously known as

Trafalgar Wealth Group Ltd · until 13/07/2020

Compliance

Last accounts

31/10/2024

total exemption full

Next accounts due

30/09/2026

On track

Confirmation statement

Last: 09/04/2026

Due 23/04/2027

On track

Industry

66190
Other activities auxiliary to financial services

Officers

Richard James Kay

director · Since 05/03/2020

British · England · Age 48

Georgina Kay

director · Since 09/11/2022

British · England · Age 51

Indigo Corporate Secretary Limited

corporate secretary · Since 25/04/2025

Reg: 13253973

Former

Anthony Robert Ferns

director · Resigned 30/03/2021

Persons with Significant Control

Lwm Ar Holdco Limited

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

1, Angel Court, London, EC2R 7HJ

Reg: 15996088 · Companies House · Private Company Limited By Shares

Notified 21/11/2024

Former PSCs

Mr Anthony Robert Ferns

Ceased 01/04/2021

Richard James Kay

Ceased 21/11/2024

Mrs Georgina Kay

Ceased 21/11/2024

Change History

statusactive
2026-06-06

Active

typeltd
2026-06-06

Private Limited Company

address line140 Hoghton Street
2026-06-06

40 HOGHTON STREET

post townSouthport
2026-06-06

SOUTHPORT

officer appointedINDIGO CORPORATE SECRETARY LIMITED
2026-06-06
officer appointedKAY, Georgina
2026-06-06
officer appointedKAY, Richard James
2026-06-06

CompanyRankvs 4016+ SIC 66190 peers
46

Financial strength56th percentile among SIC peers · 14/25
Employees63th percentile among SIC peers · 9/15
LiquidityCurrent ratio 0.03× · 2/20
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 strength14/25 pts

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

Employees9/15 pts

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

Liquidity2/20 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 30/06/2024

Net Worth

£8k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

-£114k

Working capital

Current Assets

£4k

Current Liabilities

£137k

Fixed Assets

£124k

2avg. employees

Balance Sheet

Assets less current liabilities£10k
Prepared with Taxfiler

EstimatesDerived

YearCurrent RatioImplied Profit
20240.03-£11k
20230.17

Derived from filed accounts. Not audited figures.