Wellesley Wealth Management Ltd
13338908
Healthy
No risk factors detected.
Details
Compliance
Accounts
Confirmation statement
Industry
Officers
director · Since 15/04/2021
FOUNDATION DIRECTOR
BRITISH · WALES · Age 60
Also on 1 other board
director · Since 15/04/2021
CERTIFIED FINANCIAL PLANNER & CHART
BRITISH · UNITED KINGDOM · Age 65
Also on 1 other board
Persons with Significant Control
Mr Richard David Huw Watkins
British · United Kingdom · Age 65
Wellesley House, Bonvilston, Cardiff, CF5 6TQ
Notified 15/04/2021
CompanyRankvs 5855+ SIC 70221 peers58
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How is this score calculated?
Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.
Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.
Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.
One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.
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 30/04/2025
Net Worth
£100
Balance sheet strength
Cash
£29k
Cash in the bank
Net Current Assets
£27k
Working capital
Current Assets
£45k
Current Liabilities
£18k
Fixed Assets
£5k
Debtors
£16k
Tax at Year End(2022)
Balance Sheet
EstimatesDerived
| Year | Current Ratio |
|---|---|
| 2025 | 2.53 |
| 2024 | 2.27 |
| 2023 | 2.25 |
| 2022 | 1.79 |
Derived from filed accounts. Not audited figures.