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Aldgate Wealth Planning Ltd

14175832

active
Private Limited Company
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk

No risk factors detected.

Details

THE OLD FORGE 3 PACKMAN LANE, HULL, HU10 7TH
Incorporated 16/06/2022

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Gavin Andrew Horner Wilkinson

director · Since 16/06/2022

CHARTERED FINANCIAL PLANNER

BRITISH · ENGLAND · Age 44

Mr Mark Jonathan Wilson

director · Since 03/02/2026

BRITISH · UNITED KINGDOM · Age 56

Ms Sarah Louise Davies

director · Since 10/02/2026

BRITISH · ENGLAND · Age 42

Miss Olivia Jade Flanagan

director · Since 06/04/2026

BRITISH · UNITED KINGDOM · Age 29

Mr Anthony Robert Bullock

director · Since 01/08/2026

BRITISH · UNITED KINGDOM · Age 74

Persons with Significant Control

Aldgate Wealth Management Limited

25–50% shares
25–50% votes

Aldgate House, 1-4 Market Place, Hull, HU1 1RS

Reg: 16689555 · Companies House, Cardiff · Private Limited Company

Notified 03/02/2026

Former PSCs

Mr Gavin Andrew Horner Wilkinson

Ceased 06/02/2024

Mr Mark Stephen Dowde

Ceased 06/02/2024

Next Chapter Financial Planning Limited

Ceased 03/02/2026

CompanyRankvs 17713+ SIC 64999 peers
35

Financial strength58th percentile among SIC peers · 14/25
Employees16th percentile among SIC peers · 2/15
LiquidityNo balance sheet data · 0/20
Longevity4 years trading (max 15) · 4/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength14/25 pts

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

Employees2/15 pts

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

Liquidity0/20 pts

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

Longevity4/15 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 30/06/2025

Net Worth

£11k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£12k

Working capital

Current Assets

£12k

Current Liabilities

—

0avg. employees

Balance Sheet

Assets less current liabilities£12k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
2025—-£1k
20242.59-£32k
20233.88—

Derived from filed accounts. Not audited figures.