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Emily Morris Wealth Management Ltd

12968821

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

5 SWAN WALK, LLANELLI, SA15 4SJ
Incorporated 22/10/2020

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Ms Emily Jane Morris-Lloyd

director · Since 22/10/2020

FINANCIAL ADVISER

WELSH · WALES · Age 45

Ms Emily Jane Morris

director · Since 22/10/2020

FINANCIAL ADVISER

WELSH · UNITED KINGDOM · Age 45

Persons with Significant Control

Ms Emily Jane Morris

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

Welsh · Wales · Age 45

5, Swan Walk, Llanelli, SA15 4SJ

Notified 22/10/2020

CompanyRankvs 7136+ SIC 64999 peers
65

Financial strength71th percentile among SIC peers · 18/25
Employees39th percentile among SIC peers · 6/15
LiquidityCurrent ratio 4.29× · 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 31/10/2025

Net Worth

£48k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£46k

Working capital

Current Assets

£60k

Current Liabilities

£14k

Fixed Assets

£42k

1avg. employees

Balance Sheet

Assets less current liabilities£88k
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20254.29+£18k
20242.46+£4k
20232.71

Derived from filed accounts. Not audited figures.