Back to search

Investment & Portfolio Consultants Limited

03069488

active
Private Limited Company
Companies House
Health Score
70 / 100

Some Concerns

30/30
Filing
0/30
Financial
40/40
Risk
  • Loss before tax (-10)
  • Current liabilities exceed current assets (-10)
  • Going concern doubt noted in accounts (-10)

Details

1ST FLOOR GALLERY COURT, LONDON, N3 2FG
Incorporated 19/06/1995

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr David Crystal

director · Since 22/06/1995

DIRECTOR

CANADIAN · UNITED KINGDOM · Age 65

Also on 4 other boards

Mr David Crystal

secretary · Since 21/01/2025

Also on 4 other boards

Persons with Significant Control

Mr David Crystal

75–100% shares
75–100% votes
Appoint directors

Canadian · United Kingdom · Age 65

1st Floor Gallery Court, 28 Arcadia Avenue, London, N3 2FG

Notified 19/06/2016

Former PSCs

Zev Crystal

Ceased 09/01/2023

CompanyRankvs 4784+ SIC 64999 peers
60

Financial strength70th percentile among SIC peers · 18/25
Employees16th percentile among SIC peers · 2/15
LiquidityCurrent ratio 4.91× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Going concern doubt -10
Show leaderboard
1Atlanta Trust Limited
90
2Bishopsgate Corporate Finance Limited
90
3M.W. Beer & Co. Limited
90
4Mirabaud Asset Management Limited
90
5Chelsea Financial Services Plc
90
6Gee & Watson Wealth Management Limited
90
7Mileshield Commercial Funding Limited
90
8Yfm Private Equity Limited
90
9Dentons Pension Management Limited
90
10South West Investment Group Limited
90
4784Investment & Portfolio Consultants Limited
70
How is this score calculated?
Financial strength18/25 pts

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

Employees2/15 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.

Risk deductions

Going concern doubt: -10 pts

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Going Concern Doubt

we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the company's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue. Our responsibilities and the responsibilities of the directors with respect to

Key FinancialsYear ending 30/06/2025

Net Worth

£40k

Balance sheet strength

Cash

£46k

Cash in the bank

Profit Before Tax

-£1k

Bottom line earnings

Net Current Assets

£84k

Working capital

Current Assets

£105k

Current Liabilities

£21k

Debtors

£60k

Admin Expenses

£129k

Profit After Tax

-£1k

0avg. employees-2

Tax at Year End(2024)

Corp tax£0

People Costs

Wages & salaries£80k
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20254.91+£0
20249.28+£0
20234.65+£0
20226.24+£0
20214.63+£0
20203.56—

Derived from filed accounts. Not audited figures.