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Woollacott Wealth Management Limited

14658251

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

BEECH HOUSE RECTORY ROAD, WINKLEIGH, EX19 8QL
Incorporated 13/02/2023

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Andrew Woollacott

director · Since 14/03/2023

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 42

Persons with Significant Control

Mr Andrew Woollacott

75–100% shares
75–100% votes

British · England · Age 42

Beech House, Rectory Road, Winkleigh, EX19 8QL

Notified 14/03/2024

Former PSCs

Mrs Charlotte Woollacott

Ceased 12/06/2023

Mr Jonathan Adams

Ceased 12/06/2023

Mrs Charlotte Woollacott

Ceased 25/07/2023

Mr Andrew Woollacott

Ceased 18/08/2023

Mrs Charlotte Woollacott

Ceased 03/12/2025

CompanyRankvs 22333+ SIC 64999 peers
25

Financial strength26th percentile among SIC peers · 7/25
Employees0th percentile among SIC peers · 0/15
LiquidityNo balance sheet data · 0/20
Longevity3 years trading (max 15) · 3/15
Filing complianceAll filings up to date · 15/15
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22333Woollacott Wealth Management Limited
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How is this score calculated?
Financial strength7/25 pts

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

Employees0/15 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.

Longevity3/15 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 28/02/2026

Net Worth

£10

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

—

Working capital

Current Assets

—

Current Liabilities

—

Prepared with Companies House