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Trelawny Wealth Management Ltd

12993656

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

9 GOLDINGTON ROAD, BEDFORD, MK40 3JY
Incorporated 03/11/2020

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

70221
Financial management

Officers

Mr Richard Quintin Trelawny Roberts

director · Since 03/11/2020

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 63

Persons with Significant Control

Mr Richard Quintin Trelawny Roberts

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

British · England · Age 63

9, Goldington Road, Bedford, MK40 3JY

Notified 03/11/2020

Andrea Roberts

25–50% shares
25–50% votes

British · England · Age 60

9, Goldington Road, Bedford, MK40 3JY

Notified 03/11/2020

CompanyRankvs 3828+ SIC 70221 peers
66

Financial strength76th percentile among SIC peers · 19/25
Employees41th percentile among SIC peers · 6/15
LiquidityCurrent ratio 2.29× · 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 strength19/25 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

£40k

Working capital

Current Assets

£71k

Current Liabilities

£31k

Fixed Assets

£265

1avg. employees

Balance Sheet

Assets less current liabilities£40k
Prepared with VT Final Accounts

EstimatesDerived

YearCurrent RatioImplied Profit
20262.29+£7k
20252.05+£247
20242.16-£5k
20232.54

Derived from filed accounts. Not audited figures.