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Insight Wealth Management Limited

14553894

active
Private Limited Company
Companies House
Health Score
90 / 100

Healthy

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

No risk factors detected.

Details

7 WELL VIEW, HENLEY ON THAMES, RG9 5QQ
Incorporated 22/12/2022

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

70221
Financial management

Officers

Mr Jonathan William Keep

director · Since 22/12/2022

IFA

BRITISH · ENGLAND · Age 67

Also on 1 other board

Mr Eamonn Watters

director · Since 09/01/2023

IFA

BRITISH · UNITED KINGDOM · Age 69

Mr Timothy Mcintyre

director · Since 09/01/2023

IFA

BRITISH · ENGLAND · Age 65

Mr James Delaney

director · Since 21/09/2023

DIRECTOR

BRITISH · ENGLAND · Age 31

Mr Grant Corbett

director · Since 07/11/2023

DIRECTOR

BRITISH · UNITED KINGDOM · Age 62

Mr Robert Gino Ferdenzi

director · Since 26/01/2024

DIRECTOR

BRITISH · UNITED KINGDOM · Age 33

Mr Shaun Richard Webster

director · Since 26/01/2024

DIRECTOR

SOUTH AFRICAN · UNITED KINGDOM · Age 45

Mr Michael James Gilbert

director · Since 29/02/2024

DIRECTOR

BRITISH · UNITED KINGDOM · Age 34

Persons with Significant Control

Former PSCs

Mr Jonathan William Keep

Ceased 07/11/2023

Mr Timothy Mcintyre

Ceased 07/11/2023

CompanyRankvs 1113+ SIC 70221 peers
78

Financial strength95th percentile among SIC peers · 24/25
Employees99th percentile among SIC peers · 15/15
LiquidityCurrent ratio 2.98× · 20/20
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 strength24/25 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.

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 31/12/2025

Net Worth

£437k

Balance sheet strength

Cash

£625k

Cash in the bank

Net Current Assets

£429k

Working capital

Current Assets

£646k

Current Liabilities

£217k

Fixed Assets

£73k

Debtors

£21k

10avg. employees

Balance Sheet

Assets less current liabilities£502k
Prepared with VT Final Accounts

EstimatesDerived

YearCurrent RatioImplied Profit
20252.98+£0
20252.98+£107k
20249.27+£169k

Derived from filed accounts. Not audited figures.