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M&D Wealth Management Limited

13035889

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

37 MILKINGPEN LANE, BASINGSTOKE, RG24 7DL
Incorporated 20/11/2020

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Stuart James Harmer

director · Since 20/11/2020

FINANCIAL PLANNER

BRITISH · UNITED KINGDOM · Age 52

Persons with Significant Control

Mr Stuart James Harmer

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

British · United Kingdom · Age 52

37, Milkingpen Lane, Basingstoke, RG24 7DL

Notified 20/11/2020

CompanyRankvs 9140+ SIC 64999 peers
60

Financial strength66th percentile among SIC peers · 17/25
Employees64th percentile among SIC peers · 10/15
LiquidityCurrent ratio 1.35× · 12/20
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 strength17/25 pts

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

Employees10/15 pts

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

Liquidity12/20 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 30/11/2025

Net Worth

£26k

Balance sheet strength

Cash

£54k

Cash in the bank

Net Current Assets

£18k

Working capital

Current Assets

£69k

Current Liabilities

£51k

Fixed Assets

£267k

Debtors

£15k

2avg. employees

Balance Sheet

Intangible assets£265k
Bank loans & overdrafts£231k
Assets less current liabilities£285k
Prepared with VT Final Accounts

EstimatesDerived

YearCurrent RatioImplied Profit
20251.35+£13k
20240.96-£10k
20231.23+£5k
20221.66+£12k

Derived from filed accounts. Not audited figures.