Back to search

Abacus Wealth Services Limited

13669121

active
Private Limited Company
Companies House
Health Score
75 / 100

Some Concerns

25/30
Filing
10/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)
  • Current liabilities exceed current assets (-10)

Details

CLIVE FARM BUILDINGS CLIVE ROAD, WOLVERHAMPTON, WV6 7EN
Incorporated 08/10/2021

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Daniel Michael Paton

director · Since 08/10/2021

DIRECTOR

BRITISH · UNITED KINGDOM · Age 53

Also on 2 other boards

Mr Nigel Peter Louis Round

director · Since 08/10/2021

DIRECTOR

BRITISH · UNITED KINGDOM · Age 66

Also on 6 other boards

Mr Benjamin Dyas

director · Since 26/06/2024

DIRECTOR

BRITISH · ENGLAND · Age 44

Also on 2 other boards

Persons with Significant Control

Mr Nigel Peter Louis Round

75–100% shares
75–100% votes

British · United Kingdom · Age 66

Polymer Court, Hope Street, Dudley, DY2 8RS

Notified 08/10/2021

CompanyRankvs 9533+ SIC 64999 peers
63

Financial strength88th percentile among SIC peers · 22/25
Employees98th percentile among SIC peers · 15/15
LiquidityCurrent ratio 0.55× · 6/20
Longevity5 years trading (max 15) · 5/15
Filing complianceAll filings up to date · 15/15
Show leaderboard
1Atlanta Trust Limited
90
2Bishopsgate Corporate Finance Limited
90
3M.W. Beer & Co. Limited
90
4Mirabaud Asset Management Limited
90
5Chelsea Financial Services Plc
90
6Gee & Watson Wealth Management Limited
90
7Mileshield Commercial Funding Limited
90
8Yfm Private Equity Limited
90
9Dentons Pension Management Limited
90
10South West Investment Group Limited
90
9533Abacus Wealth Services Limited
58
How is this score calculated?
Financial strength22/25 pts

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

Employees15/15 pts

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

Liquidity6/20 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 31/03/2024

Net Worth

£338k

Balance sheet strength

Cash

£169k

Cash in the bank

Net Current Assets

-£219k

Working capital

Current Assets

£267k

Current Liabilities

£486k

Fixed Assets

£1.3M

Debtors

£98k

17avg. employees

Balance Sheet

Intangible assets£671k
Assets less current liabilities£1.1M
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent Ratio
20240.55

Derived from filed accounts. Not audited figures.