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Independent Wealth Management Consultants Ltd

01102335

active
Private Limited Company
england wales
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

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

Compliance

Last accounts

31/03/2025

total exemption full

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 20/06/2026

Due 04/07/2027

On track

Industry

65110
Life insurance

Officers

Mrs Kerry Jane Ann Lee

director · Since 17/05/2007

FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 59

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 59

27, Grove Street, Retford, DN22 6JP

Notified 21/06/2016

CompanyRankvs 46+ SIC 65110 peers
87

Financial strength93th percentile among SIC peers · 23/25
Employees93th percentile among SIC peers · 14/15
LiquidityCurrent ratio 8.96× · 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 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.

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 31/03/2026

Net Worth

£526k

Balance sheet strength

Cash

£539k

Cash in the bank

Net Current Assets

£515k

Working capital

Current Assets

£579k

Current Liabilities

£65k

Debtors

£41k

10avg. employees

Tax at Year End

Corp tax£42k

Balance Sheet

Assets less current liabilities£526k
Prepared with Sage Accounts Production Advanced 2025 - FRS102_2025

EstimatesDerived

YearCurrent RatioImplied Profit
20268.96-£445k
202512.13+£134k
20249.31+£126k
20239.16—

Derived from filed accounts. Not audited figures.