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W Wealth Management Ltd

13427494

active
Private Limited Company
england wales
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

10 LITTLE PARK FARM ROAD, FAREHAM, PO15 5TD
Incorporated 28/05/2021

Compliance

Last accounts

31/03/2026

total exemption full

Next accounts due

31/12/2027

On track

Confirmation statement

Last: 01/01/2026

Due 15/01/2027

On track

Industry

64999
Other financial service activities

Officers

Mr Peter George Westerman

director · Since 28/05/2021

DIRECTOR

BRITISH · ENGLAND · Age 41

Also on 2 other boards

Mr Christopher David Wilson

director · Since 22/01/2025

COMPANY DIRECTOR

BRITISH · ENGLAND · Age 41

Also on 3 other boards

Persons with Significant Control

Mr Peter George Westerman

Significant control

British · England · Age 41

10, Little Park Farm Road, Fareham, PO15 5TD

Notified 28/05/2021

Crescita Ventures Ltd

50–75% shares

8, Battle Close, Southampton, SO31 7ZF

Reg: 13976966 · Companies House · Limited Company

Notified 01/02/2023

Mr Christopher David Wilson

Significant control

British · England · Age 41

10, Little Park Farm Road, Fareham, PO15 5TD

Notified 01/01/2025

CW Holdings Ltd

25–50% shares

10, James Grieve Avenue, Southampton, SO31 6UD

Reg: 12781204 · Companies House · Limited Company

Notified 01/01/2025

Former PSCs

Mr Nicholas Robert Wheeler

Ceased 01/01/2025

Aurum Ventus Ltd

Ceased 01/01/2025

Charges0 outstanding

Charge
satisfied

THE ROYAL BANK OF SCOTLAND PLC

Created 18/02/2022Registered 21/02/2022Satisfied 13/01/2025

CompanyRankvs 5463+ SIC 64999 peers
73

Financial strength90th percentile among SIC peers · 23/25
Employees95th percentile among SIC peers · 14/15
LiquidityCurrent ratio 1.78× · 16/20
Longevity5 years trading (max 15) · 5/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength23/25 pts

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

Employees14/15 pts

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

Liquidity16/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity5/15 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

£450k

Balance sheet strength

Cash

£205k

Cash in the bank

Net Current Assets

£151k

Working capital

Current Assets

£343k

Current Liabilities

£193k

Fixed Assets

£300k

Debtors

£138k

9avg. employees

Balance Sheet

Intangible assets£297k
Assets less current liabilities£451k
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20251.78-£22k
20241.87-£74k
20232.22+£544k
20220.99

Derived from filed accounts. Not audited figures.