Company Overview
Octagon Wealth Management Limited is a Dissolved Private Limited Company.
Registered Address

1 The Bulrushes, Boldon Business Park, Boldon Colliery, Tyne And Wear, NE35 9PF
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Companies House Data
Company NameOCTAGON WEALTH MANAGEMENT LIMITED
Company Number07455699
Registered Office Address1 The Bulrushes
 Boldon Business Park
 NE35 9PF
Company CategoryPrivate Limited Company
Company StatusDissolved
Country of OriginUnited Kingdom
Incorporation Date30/11/2010
Accounting Reference Date Day28
Accounting Reference Date Month6
Accounts Next Due Date28/03/2021
Accounts Last Made Up Date28/06/2019
Accounts Account CategoryTOTAL EXEMPTION FULL
Returns Next Due Date19/12/2016
Returns Last Made Up Date21/11/2015
Previous Company NameChanged Date
PENSIONS AND WEALTH MANAGEMENT SERVICES (UK) LIMITED27 Feb 2013
Directors & Members
Show Resigned
Lee Hartley - Director
(British, 50 years old, born March 1976)
Appointed 28 June 2019
 Active
Iain Jamieson - Director
(British, 60 years old, born October 1966)
Appointed 01 June 2020
 Active
Tom Taylor - Director
(British, 58 years old, born December 1968)
Appointed 01 June 2020
 Active
Secretaries
Show Resigned
Iain Jamieson - Secretary
Appointed 01 June 2020
 Active
Other Company Directorships
Lee Hartley
ADVESTRA LIMITED
ANGELA MURFITT FINANCIAL LIMITED
BANKFIELD FINANCIAL ADVISERS LTD
BELASIS IFA LIMITED
BRETT & RANDALL CLIENT SERVICES LIMITED
BRETT AND RANDALL FINANCIAL SERVICES LIMITED
BUILDFIRST LIMITED
CHILLI FINANCIAL LIMITED
DHD WEALTH MANAGEMENT LTD
FAIRSTONE CAPITAL INVESTMENT LIMITED
FAIRSTONE CORPORATE SOLUTIONS LIMITED
FAIRSTONE EXECUTIVE MANAGEMENT LIMITED
FAIRSTONE FINANCIAL MANAGEMENT LIMITED
FAIRSTONE HOLDINGS (IRELAND) LTD
FAIRSTONE HOLDINGS LIMITED
FAIRSTONE MORTGAGE SOLUTIONS LIMITED
FAIRSTONE WEALTH MANAGEMENT LIMITED
HAMLYN FINANCIAL SERVICES LIMITED
HAMMOND MCNULTY WEALTH MANAGEMENT LIMITED
HARPENDEN PENSIONS AND WEALTH MANAGEMENT LIMITED
HASE OSBORNE ASSET MANAGEMENT LIMITED
HOWTON FINANCIAL SERVICES LIMITED
MARK THOMAS MORTGAGE SERVICES LIMITED
MRDK LTD
MY WEALTH MANAGEMENT LIMITED
PENSIONS & WEALTH MANAGEMENT SERVICES LIMITED
PROFESSIONAL PARTNERS LIMITED
RGA IFA LIMITED
SIMS FINANCIAL PLANNING LIMITED
SOUTH WEST FINANCIAL PLANNING LIMITED
TRUEFIELD LIMITED
VERTICAP GROUP LIMITED
WAGSTAFFS WEALTH MANAGEMENT LIMITED
ZIMB JOHNSON BESPOKE FINANCIAL PLANNING LIMITED
Iain Jamieson
BANKFIELD FINANCIAL ADVISERS LTD
BRETT & RANDALL CLIENT SERVICES LIMITED
BRETT AND RANDALL FINANCIAL SERVICES LIMITED
CHILLI FINANCIAL LIMITED
CLEARWORKS LIMITED
DARWIN BOND LIMITED
DARWIN MEZZANINE LIMITED
DYNAMIC WEALTH LIMITED
FAIRSTONE CAPITAL INVESTMENT LIMITED
FAIRSTONE EXECUTIVE MANAGEMENT LIMITED
FAIRSTONE FINANCIAL MANAGEMENT LIMITED
FAIRSTONE GROUP LIMITED
FAIRSTONE HOLDINGS LIMITED
FAIRSTONE WEALTH MANAGEMENT LIMITED
GYNAECOLOGISTS INDEMNITY SCHEME LIMITED
HARPENDEN PENSIONS AND WEALTH MANAGEMENT LIMITED
LOFTHOUSE GATE LTD
MARK THOMAS MORTGAGE SERVICES LIMITED
MCPARLAND & PARTNERS LIMITED
MRDK LTD
NCA MANUFACTURING LIMITED
OTORHINOLARYNGOLOGISTS INDEMNITY SCHEME LIMITED
PENSIONS & WEALTH MANAGEMENT SERVICES LIMITED
SIFAN SYSTEMS LIMITED
SOUTH WEST FINANCIAL PLANNING LIMITED
TORIN HOLDINGS LIMITED
TRADEWINDS VENTILATION LIMITED
UROLOGY SPECIALISTS INDEMNITY SCHEME LIMITED
VENT-AXIA AIR CONDITIONING LIMITED
VENT-AXIA VENTILATION LIMITED
VOLUTION FINANCE (UK) LIMITED
VOLUTION GROUP LIMITED
WAGSTAFFS WEALTH MANAGEMENT LIMITED
WILLOW PLASTICS LTD
Tom Taylor
ANDREW COHEN ASSOCIATES LIMITED
B.O.B. CONSULTING LTD
BANKFIELD FINANCIAL ADVISERS LTD
BRETT & RANDALL CLIENT SERVICES LIMITED
BRETT AND RANDALL FINANCIAL SERVICES LIMITED
CHILLI FINANCIAL LIMITED
CHILTERN HOUSE LIMITED
CLEARWORKS LIMITED
COMPLETE FINANCIAL PLANNING LTD
CUBE FINANCIAL PLANNING LIMITED
DYNAMIC WEALTH LIMITED
FAIRSTONE CAPITAL INVESTMENT LIMITED
FAIRSTONE CORPORATE SOLUTIONS LIMITED
FAIRSTONE EXECUTIVE MANAGEMENT LIMITED
FAIRSTONE FINANCIAL MANAGEMENT (NI) LTD
FAIRSTONE FINANCIAL MANAGEMENT LIMITED
FAIRSTONE GROUP LIMITED
FAIRSTONE HOLDINGS LIMITED
FAIRSTONE MORTGAGE SOLUTIONS LIMITED
FAIRSTONE PRIVATE WEALTH LIMITED
FAIRSTONE WEALTH MANAGEMENT LIMITED
HAMLYN FINANCIAL SERVICES LIMITED
HARPENDEN PENSIONS AND WEALTH MANAGEMENT LIMITED
J D WHITEHEAD VENTURES LIMITED
LOFTHOUSE GATE LTD
MARK THOMAS MORTGAGE SERVICES LIMITED
MCPARLAND & PARTNERS LIMITED
MRDK LTD
PAUL PELOPIDA LIMITED
PENSIONS & WEALTH MANAGEMENT SERVICES LIMITED
QUAY INVESTMENTS & PENSIONS LIMITED
SOUTH WEST FINANCIAL PLANNING LIMITED
TYNTESFIELD LIMITED
WAGSTAFFS WEALTH MANAGEMENT LIMITED
Balance Sheet Unlock full report
Accounts Date 28-Jun-2019 28-Jun-2018 28-Jun-2017
Balance Sheet
Fixed Assets 223,215 277,339 27,256
Current Assets 207,340 165,199 102,803
Creditors Due Within One Year 230,105 240,754 50,186
Working Cap -22,765 -75,555 52,617
Total Assets Less Current Liabilities 200,450 201,784 79,873
Long-term Liabilities 45,000 110,000 0
Net Assets 155,450 91,784 79,873
Share Capital & Reserves
Share Cap - - -
Profit & Loss Reserves - - -
Other Reserves - - -
Shareholders Funds 155,450 91,784 79,873
Common Size Financial Analysis Unlock full report
Accounts Date 28-Jun-2019 28-Jun-2018 28-Jun-2017
Tangible Fixed Assets - - -
Fixed Assets 51.8% 62.7% 21.0%
Stocks Inventory - - -
Debtors 18.7% 11.0% 0.4%
Cash Bank In Hand 29.5% 26.3% 78.7%
Current Assets 48.2% 37.3% 79.0%
Creditors Due Within One Year 53.4% 54.4% 38.6%
Net Current Assets Liabilities -5.3% -17.1% 40.5%
Creditors Due After One Year - - -
Accruals Deferred Income - - -
Provisions For Liabilities Charges - - -
Net Assets Liabilities Including Pension Asset Liability - - -
Called Up Share Capital - - -
Share Capital Allotted Called Up Paid - - -
Profit Loss Account Reserve - - -
Shareholder Funds 36.1% 20.7% 61.4%
Capital Employed - - -
Total Assets Less Current Liabilities 46.6% 45.6% 61.4%
Financial Ratio Analysis Unlock full report
Accounts Date 28-Jun-2019 28-Jun-2018 28-Jun-2017
Liquidity Ratio 0.9 0.7 2.0
Solvency Ratio 1.6 1.3 2.6
Reserves to Assets - - -
Secured Creditors Unlock full report
Mortgages Charges 0
Mortgages Outstanding 0
Mortgages Part Satisfied 0
Mortgages Satisfied 0
Assets and Debt Analysis Unlock full report
Accounts Date 28-Jun-2019 28-Jun-2018 28-Jun-2017
Assets 430,555 442,538 130,059
Debt 275,105 350,754 50,186
Net Assets/Debt 155,450 91,784 79,873
Public Record Information Unlock full report
Exact Court Judgements
Period of Months Last 12m 13-24m 25-36m 37-48m 49-60m 61-72m
Number of Exact CCJS X Y Y X X Y
Value of Exact CCJS YXY YK S S X KX
Supplier Credit Limits Unlock full report
Date Sector Notified Amount Terms
XK-SXY XKXYXK SXSKXYXK £X,000 XS XYSKS
SK-SYY SKXYXKYKKY KSXX KKXXYXS £YY,000 YS XYSKS SK YXXSXS
YK-SXY XKXYXYYK SXSXYXK £SX,000 XS XYSKS
Payment Records Unlock full report
Payment Records from it's suppliers' company ledger show how a company is paying its suppliers

Payment Analysis

Total Invoices Paid Before
30 days due		 Paid After
30 days due		 Owing Before
30 days due		 Owing after
30 days due
XYX SX K YX X
Company Valuation Analysis Unlock full report

Going Concern Valuation

The going concern valuations value the company on the basis that it continues to trade without the threat of liquidation for the foreseeable future. These valuations are primarily profit and cashflow based.

Valuations Valuation Measures
Estimated High Value £XSI,000 Retained Profit £YX,000
Estimated Mid Value £YY,000 EBIT £SY,000
Estimated Low Value £X,000 EBITDA £SSX,000

Liquidation Valuation

The liquidaton valuation values the company as if it were to cease trading and assets were subject to rapid disposal to cover liabilities. This valuation is primarily asset based.

Valuations Valuation Measures
Estimated High Value £XY,000 Total Assets £XIX,000
Estimated Mid Value £Y,000 Net Assets £YX,000
Estimated Low Value £S,000 Tangible Equity £SX,000

The above valuations are based on our own algorithms and take no account of many factors that can influence actual valuations realized and should not therefore be assumed to be accurate.
Credit Status Checklist Unlock full report
Business Growth Please purchase a report to see true comments
EBITDA Purchase a report to see true comments
Dividends Please purchase a report to see true comments about this company
Retained Profits Retained Profits for this company
Debt Interest Debt Interest for this company
Cash Flow Cash Flow for this company
CCJs CCJs for this company
Age of Company Age of Company for this company
Solvency Solvency for this company
Secured Creditors Secured Creditors for this company
Ownership Ownership for this company


First Report Score: (0-10) X
Financial Status Guide:
10 Very Strong
9 Strong
8 Very Good
7 Good
6 Above Average
5 Average
4 Below Average
3 Poor
2 Weak
1 Very Weak
0 Critical

Risk Score Trend

Risk Rating Unlock full report

This is the credit risk assessment used by one of the top UK credit reference agencies.

Risk Score (1-100) X
Risk Band Description XXMXMXMX SISX
Risk Assessment Meeting of Creditors
Credit Rating XSKX
Altman Z Score Credit Risk Rating Unlock full report

There have been many bankruptcy predictors developed, however none has been so thoroughly tested and broadly accepted as the Altman Z-Score.

Z Score X
Risk Band XY
Risk Band Description The Z Score is not used for small companies where full accounts are not filed because profit and loss account items are required to calculate the score.

Z Score Bands

1 Low Risk 3.00 and above
2 Caution 2.63 - 2.99
3 Risk of Failure within 2 years 1.24 - 2.62
4 High Probability Failure Below 1.24
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Document Filings
Final Gazette dissolved via voluntary strike-off
First Gazette notice for voluntary strike-off
Application to strike the company off the register
Confirmation statement made on 16 November 2020 with no updates
Second filing for the appointment of Iain Alexander Jamieson as a secretary
Second filing for the appointment of Mr Tom Taylor as a director
Second filing for the appointment of Iain Alexander Jamieson as a director
Register(s) moved to registered inspection location Time Central 32 Gallowgate Newcastle upon Tyne Tyne and Wear NE1 4BF
Register inspection address has been changed to Time Central 32 Gallowgate Newcastle upon Tyne Tyne and Wear NE1 4BF
Termination of appointment of Scott Hopkinson as a director on 1 June 2020
Appointment of Mr Iain Alexander Jamieson as a secretary on 1 June 2020
Appointment of Mr Iain Alexander Jamieson as a director on 1 June 2020
Appointment of Tom Taylor as a director on 1 June 2020
Termination of appointment of Scott Hopkinson as a secretary on 1 June 2020
Confirmation statement made on 16 November 2019 with updates
Previous accounting period extended from 31 May 2019 to 28 June 2019
Registered office address changed from 2nd Floor Burscough Wharf Liverpool Road North Burscough Ormskirk Lancashire L40 5RZ to 1 the Bulrushes Boldon Business Park Boldon Colliery Tyne and Wear NE35 9PF on 5 July 2019
Termination of appointment of Richard James Hollington as a director on 28 June 2019
Cessation of Jonathan Alan Routledge as a person with significant control on 28 June 2019
Notification of Fairstone Holdings Limited as a person with significant control on 28 June 2019
Cessation of Richard James Hollington as a person with significant control on 28 June 2019
Termination of appointment of Jonathan Alan Routledge as a director on 28 June 2019
Appointment of Mr Scott Hopkinson as a director on 28 June 2019
Appointment of Mr Lee Graham Hartley as a director on 28 June 2019
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