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Independent Wealth Management Consultants Ltd

01102335

active
Private Limited Company
Companies House
Health Score
90 / 100

Healthy

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

No risk factors detected.

Details

27 GROVE STREET, RETFORD, DN22 6JP
Incorporated 19/03/1973

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

65110
Life insurance

Officers

Mrs Kerry Jane Ann Lee

director · Since 17/05/2007

FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 58

Also on 1 other board

Mrs Yvonne Marie Cooper

director · Since 21/07/2010

OPERATIONS MANAGER

BRITISH · ENGLAND · Age 62

Also on 4 other boards

Mrs Donna Webster

secretary · Since 01/01/2013

Persons with Significant Control

Mrs Yvonne Marie Cooper

Significant control

British · England · Age 62

27, Grove Street, Retford, DN22 6JP

Notified 21/06/2016

Mrs Kerry Jane Ann Lee

Significant control

British · England · Age 58

27, Grove Street, Retford, DN22 6JP

Notified 21/06/2016

CompanyRankvs 28+ SIC 65110 peers
88

Financial strength95th percentile among SIC peers · 24/25
Employees93th percentile among SIC peers · 14/15
LiquidityCurrent ratio 12.13× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength24/25 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.

Liquidity20/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity15/15 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 31/03/2025

Net Worth

£971k

Balance sheet strength

Cash

£654k

Cash in the bank

Net Current Assets

£650k

Working capital

Current Assets

£708k

Current Liabilities

£58k

Debtors

£54k

10avg. employees

Tax at Year End

Corp tax£39k

Balance Sheet

Assets less current liabilities£971k
Prepared with Sage Accounts Production Advanced 2023 - FRS102_2023

EstimatesDerived

YearCurrent RatioImplied Profit
202512.13+£134k
20249.31+£126k
20239.16-£112k
20227.71+£119k
20218.09+£106k
20207.68+£58k
20197.50+£255k
201729.27

Derived from filed accounts. Not audited figures.