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Bates Wealth Management Ltd

14590080

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

15 SPA CRESCENT, WETHERBY, LS23 6FR
Incorporated 13/01/2023

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mrs Danielle Louise Bates

director · Since 13/01/2023

DIRECTOR

BRITISH · ENGLAND · Age 40

Mr David Francis Bates

director · Since 13/01/2023

MANAGING DIRECTOR

BRITISH · ENGLAND · Age 45

Persons with Significant Control

Mr David Francis Bates

50–75% shares
50–75% votes
Appoint directors

British · England · Age 45

15, Spa Crescent, Wetherby, LS23 6FR

Notified 13/01/2023

Mrs Danielle Louise Bates

25–50% shares
25–50% votes

British · England · Age 40

15, Spa Crescent, Wetherby, LS23 6FR

Notified 13/01/2023

CompanyRankvs 10127+ SIC 64999 peers
61

Financial strength64th percentile among SIC peers · 16/25
Employees64th percentile among SIC peers · 10/15
LiquidityCurrent ratio 1.56× · 16/20
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 strength16/25 pts

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

Employees10/15 pts

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

Liquidity16/20 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

£22k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£23k

Working capital

Current Assets

£65k

Current Liabilities

£41k

Fixed Assets

£470

2avg. employees

Balance Sheet

Assets less current liabilities£24k

EstimatesDerived

YearCurrent Ratio
20251.56
20241.04

Derived from filed accounts. Not audited figures.