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Pda Wealth Management Limited

12917311

active
ltd
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

Sterling House 501 Middleton Road, Chadderton, Oldham, OL9 9LY
Incorporated 01/10/2020

Previously known as

Pda Estate Planning Limited · until 04/05/2023

Compliance

Last accounts

31/03/2025

micro entity

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 27/01/2026

Due 10/02/2027

On track

Industry

64999
Other financial service activities

Officers

Philip John Done

director · Since 01/10/2020

British · United Kingdom · Age 68

Shelley Done

director · Since 01/03/2025

British · England · Age 63

Persons with Significant Control

Mr Philip John Done

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

British · United Kingdom · Age 68

Sterling House, 501 Middleton Road, Oldham, OL9 9LY

Notified 01/10/2020

Mrs Shelley Done

25–50% shares
25–50% votes

British · England · Age 63

Sterling House, 501 Middleton Road, Oldham, OL9 9LY

Notified 20/02/2024

Change History

statusactive
2026-06-10

Active

typeltd
2026-06-10

Private Limited Company

address line1Sterling House 501 Middleton Road
2026-06-10

STERLING HOUSE 501 MIDDLETON ROAD

post townOldham
2026-06-10

OLDHAM

officer appointedDONE, Philip John
2026-06-10
officer appointedDONE, Shelley
2026-06-10

CompanyRankvs 7995+ SIC 64999 peers
63

Financial strength81th percentile among SIC peers · 20/25
Employees16th percentile among SIC peers · 2/15
LiquidityCurrent ratio 3.94× · 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.

Employees2/15 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 31/03/2025

Net Worth

£126k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£126k

Working capital

Current Assets

£169k

Current Liabilities

£43k

0avg. employees-4
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20253.94+£85k
20243.08
20230.77
20220.90

Derived from filed accounts. Not audited figures.