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Family Wealth Platform Limited

14385843

active
Private Limited Company
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

68 KING WILLIAM STREET, LONDON, EC4N 7HR
Incorporated 29/09/2022

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Ian Robert Cooke

director · Since 29/09/2022

CHARTERED FINANCIAL PLANNER

BRITISH · UNITED KINGDOM · Age 58

Also on 7 other boards

Persons with Significant Control

Perpetual Wealth Group Limited

75–100% shares
75–100% votes
Appoint directors

Ash Park, Shillinglee Road, Billingshurst, RH14 0PQ

Reg: 12998120 · Companies House · Limited By Shares

Notified 29/09/2022

CompanyRankvs 8385+ SIC 64999 peers
62

Financial strength84th percentile among SIC peers · 21/25
Employees16th percentile among SIC peers · 2/15
LiquidityCurrent ratio 2.93× · 20/20
Longevity4 years trading (max 15) · 4/15
Filing complianceAll filings up to date · 15/15
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8385Family Wealth Platform Limited
61
How is this score calculated?
Financial strength21/25 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.

Liquidity20/20 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 31/03/2025

Net Worth

£183k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£183k

Working capital

Current Assets

£277k

Current Liabilities

£95k

0avg. employees

Balance Sheet

Assets less current liabilities£183k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent Ratio
20252.93

Derived from filed accounts. Not audited figures.