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Holroyd Wealth Management Limited

15251676

active
Private Limited Company
england wales
Companies House
Health Score
75 / 100

Some Concerns

25/30
Filing
10/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)

Details

THE OLD PARSONAGE HIGH STREET, BRISTOL, BS40 5QD
Incorporated 01/11/2023

Compliance

Last accounts

30/11/2024

total exemption full

Next accounts due

31/08/2026

On track

Confirmation statement

Last: 31/10/2025

Due 14/11/2026

On track

Industry

64999
Other financial service activities

Officers

Mr Anthony Charles Holroyd

director · Since 01/11/2023

FINANCIAL ADVISER

BRITISH · UNITED KINGDOM · Age 47

Also on 1 other board

Persons with Significant Control

Mr Anthony Charles Holroyd

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

British · United Kingdom · Age 47

The Old Parsonage, High Street, Bristol, BS40 5QD

Notified 01/11/2023

CompanyRankvs 18898+ SIC 64999 peers
35

Financial strength26th percentile among SIC peers · 7/25
Employees64th percentile among SIC peers · 10/15
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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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.

Employees10/15 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 30/11/2024

Net Worth

£10

Balance sheet strength

Cash

£37k

Cash in the bank

Net Current Assets

-£2k

Working capital

Current Assets

Current Liabilities

£39k

Fixed Assets

£2k

2avg. employees

Tax at Year End

Corp tax£3k

Balance Sheet

Assets less current liabilities£85
Prepared with IRIS Accounts Production