£249k
+6%vs Apr 2024Active09463554Private limited companyPreston
MCDONALD WEALTH MANAGEMENT LTD
B76/10001
Summary
MCDONALD WEALTH MANAGEMENT LTD is an active private limited company (company number 09463554) incorporated on 27 February 2015, registered in Preston. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest micro accounts cover the period ending 30 April 2025, showing net assets of £249k, with 1 employee on average. As micro-entity accounts, no profit and loss account is filed, so turnover and profit are not public. Net assets rose 6% on the prior period (£235k).
Peer position · net assets
By net assets it sits in the top quarter of 321 comparable companies in Lancashire (median £11k, upper quartile £81k).
02
Key dates
- Incorporated
- 27 February 201511 yrs ago
- Next accounts due
- 30 January 2027in 100 days
- Confirmation statement due
- 13 March 2027in 142 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
03
Activity
- SIC 64999
- Financial intermediation not elsewhere classified
- Accounts type
- Micro Entity
- Size band
- MicroCompanies Act thresholds
04
Financials
Not reported
Not disclosed
1
No changevs Apr 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 30 April 2025 | £249k | — | — | £32k | — | — | 1 |
| 30 April 2024 | £235k | — | — | £15k | — | — | 1 |
Current ratio3.12Comfortable
Figures as filed in iXBRL accounts at Companies House. "—" means the line was not reported in that filing; micro-entity accounts contain no profit and loss account.
05
Firmoscan score
76 / 100 · grade B
| 50 | Starting scoreEvery scored company starts here |
| +10 | Positive net assetsNet assets £249,411 at 2025-04-30 |
| +8 | Comfortable liquidityCurrent ratio 3.12 |
| +8 | EstablishedIncorporated 2015-02-27 (12 years) |
| 76 | Score, grade B |
A transparent, rules-based score from filed data only: every point lists its evidence. It is not a credit rating or advice. How the score is computed.
06
Ownership and control
- Mr Neil Andrew Mcdonald
- owns 75–100% of shares
- holds 75–100% of voting rights
- can appoint or remove directors
Persons with significant control hold 25% or more of shares or voting rights. Smaller shareholdings are only listed in confirmation-statement documents.
07
Timeline
- Confirmation statement duein 142 days
- Next accounts duein 100 days
- Accounts period endNet assets £249k · micro accounts
- Accounts period endNet assets £235k · micro accounts
- Incorporated
08
Similar companies in Lancashire
- PIOTR ACCOUNTANT LTDPreston · inc. Feb 2015
- RIBBLE WEALTH MANAGEMENT LIMITEDBlackburn · inc. Mar 2015
- PRESDALE LIMITEDPreston · inc. Mar 2015
- RED 5 COMPLIANCE LTDLytham St.Annes · inc. Mar 2015
- ASSURED INHERITANCE LTDNelson · inc. Mar 2015
- GAVIN CHARLES FINANCIAL SERVICES LIMITEDNelson · inc. Mar 2015
All companies incorporated on 27 February 2015 · in Feb 2015.
09
Reminders for MCDONALD WEALTH MANAGEMENT LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.