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B E Wealth Management Ltd

16188555

active
Private Limited Company
england wales
Companies House
Health Score
90 / 100

Healthy

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

No risk factors detected.

Details

BIRD TREE COTTAGE 156 HIGH STREET, BRISTOL, BS20 6PY
Incorporated 16/01/2025

Compliance

Next accounts due

16/10/2026

On track

Confirmation statement

Last: 24/04/2026

Due 08/05/2027

On track

Industry

70221
Financial management

Officers

Joshua Jonathan Evans

director · Since 16/01/2025

DIRECTOR

BRITISH · ENGLAND · Age 34

Mr Richard James Kirk Brown

director · Since 27/03/2025

DIRECTOR

BRITISH · UNITED KINGDOM · Age 58

Persons with Significant Control

Joshua Jonathan Evans

25–50% shares
25–50% votes
Appoint directors

British · England · Age 34

7, Addison Road, Bristol, BS3 4QH

Notified 16/01/2025

Mr Richard James Kirk Brown

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

British · United Kingdom · Age 58

156, High Street, Bristol, BS20 6PY

Notified 24/04/2025

CompanyRankvs 3880+ SIC 70221 peers
70

Financial strength91th percentile among SIC peers · 23/25
Employees95th percentile among SIC peers · 14/15
LiquidityCurrent ratio 1.89× · 16/20
Longevity2 years trading (max 15) · 2/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength23/25 pts

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

Employees14/15 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.

Longevity2/15 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 31/03/2026

Net Worth

£219k

Balance sheet strength

Cash

£87k

Cash in the bank

Net Current Assets

£119k

Working capital

Current Assets

£254k

Current Liabilities

£135k

Debtors

£167k

4avg. employees

Balance Sheet

Intangible assets£2.0M
Assets less current liabilities£2.1M
Prepared with Taxfiler

EstimatesDerived

YearCurrent Ratio
20261.89

Derived from filed accounts. Not audited figures.