Aequitas Wealth Management Limited
13799594
Healthy
No risk factors detected.
Details
Compliance
Last accounts
31/07/2025
total exemption full
Next accounts due
30/04/2027
Confirmation statement
Last: 16/01/2026
Due 30/01/2027
Industry
Officers
director · Since 14/12/2021
COMPANY DIRECTOR
BRITISH · ENGLAND · Age 64
Also on 2 other boards
director · Since 21/02/2023
DIRECTOR
BRITISH · UNITED KINGDOM · Age 56
Also on 1 other board
Persons with Significant Control
Mr Philip Newell Lindsay Stepp
British · England · Age 64
Azzurri House, Walsall Business Park, Walsall, WS9 0RB
Notified 14/12/2021
Change History
Active
Private Limited Company
AZZURRI HOUSE WALSALL BUSINESS PARK
WALSALL
CompanyRankvs 1705+ SIC 70221 peers75
Show leaderboard
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 31/07/2025
Net Worth
£350k
Balance sheet strength
Cash
£428k
Cash in the bank
Net Current Assets
£435k
Working capital
Current Assets
£573k
Current Liabilities
£139k
Debtors
£145k
EstimatesDerived
| Year | Current Ratio |
|---|---|
| 2025 | 4.14 |
| 2024 | 0.00 |
Derived from filed accounts. Not audited figures.
Filing History16 filings
change person director company with change date
confirmation statement with no updates
change person director company with change date
change person director company with change date
accounts with accounts type total exemption full
confirmation statement with updates
capital allotment shares
accounts with accounts type total exemption full
confirmation statement with no updates
accounts with accounts type total exemption full
change account reference date company previous shortened
accounts with accounts type dormant
confirmation statement with updates
appoint person director company with name date
confirmation statement with no updates
incorporation company