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Philip Priest Wealth Management Limited

12850720

active
ltd
england wales
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

Cornerstone House Midland Way, Thornbury, Bristol, BS35 2BS
Incorporated 01/09/2020

Compliance

Last accounts

31/03/2026

micro entity

Next accounts due

31/12/2027

On track

Confirmation statement

Last: 01/09/2025

Due 15/09/2026

On track

Industry

64999
Other financial service activities
70221
Financial management

Officers

Tara Heidi Priest

secretary · Since 01/09/2020

Philip John Priest

director · Since 01/09/2020

British · United Kingdom · Age 53

Persons with Significant Control

Mr Philip John Priest

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

British · United Kingdom · Age 53

Cornerstone House, Midland Way, Bristol, BS35 2BS

Notified 01/09/2020

Change History

statusactive
2026-06-04

Active

typeltd
2026-06-04

Private Limited Company

address line1Cornerstone House Midland Way
2026-06-04

CORNERSTONE HOUSE MIDLAND WAY

post townBristol
2026-06-04

BRISTOL

officer appointedPRIEST, Tara Heidi
2026-06-04
officer appointedPRIEST, Philip John
2026-06-04

CompanyRankvs 7233+ SIC 64999 peers
65

Financial strength70th percentile among SIC peers · 18/25
Employees39th percentile among SIC peers · 6/15
LiquidityCurrent ratio 3.11× · 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 strength18/25 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.

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

£40k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£39k

Working capital

Current Assets

£57k

Current Liabilities

£18k

Fixed Assets

£2k

1avg. employees

Balance Sheet

Assets less current liabilities£41k
Signed by 12850720 2025-04-01 2026-03-31 12850720 2026-03-31 12850720 bus: 1 1 2026-03-31 12850720 core:CurrentFinancialInstrumentPrepared with Digita Accounts Production Advanced

EstimatesDerived

YearCurrent RatioImplied Profit
20263.11+£32k
20251.50+£1k
20241.66-£3k
20231.94+£2k
20221.84-£14k
20212.68

Derived from filed accounts. Not audited figures.