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Joseph R. Lamb Independent Financial Advisers Limited

03928438

active
Private Limited Company
Companies House
Health Score
75 / 100

Some Concerns

25/30
Filing
10/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)
  • Current liabilities exceed current assets (-10)
  • Going concern doubt noted in accounts (-10)

Details

10-11 AUSTIN FRIARS, LONDON, EC2N 2HG
Incorporated 17/02/2000

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Paul Alan Hammick

director · Since 16/05/2023

CHIEF RISK OFFICER

BRITISH · ENGLAND · Age 52

Also on 34 other boards

Mr Peter Brian Coleman

director · Since 14/08/2024

CHIEF EXECUTIVE

BRITISH · ENGLAND · Age 56

Also on 27 other boards

Persons with Significant Control

Mattioli Woods Limited

Significant control

1, New Walk Place, Leicester, LE1 6RU

Reg: 3140521 · England · Limited Company

Notified 01/10/2025

Former PSCs

Mr Martin Clifford Lamb

Ceased 04/02/2022

Michaela Ellen Lamb

Ceased 04/02/2022

Kingswood Holdings Limited

Ceased 27/10/2022

Kw Uk Financial Holdings Limited

Ceased 27/10/2022

Kw Uk Bidco Limited

Ceased 20/12/2022

Kw Uk Investment Management Holdco Limited

Ceased 14/11/2024

Kingswood Holdings Limited

Ceased 01/10/2025

CompanyRankvs 28+ SIC 64999 peers
80

Financial strength98th percentile among SIC peers · 25/25
Employees99th percentile among SIC peers · 15/15
LiquidityCurrent ratio 6.71× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Going concern doubt -10
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How is this score calculated?
Financial strength25/25 pts

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

Employees15/15 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 going concern are d

Key FinancialsYear ending 30/06/2022

Turnover

£4.1M

Annual revenue

Net Worth

£3.8M

Balance sheet strength

Cash

£1.2M

Cash in the bank

Profit Before Tax

£1.7M

Bottom line earnings

Net Current Assets

£3.6M

Working capital

Current Assets

£4.3M

Current Liabilities

£634k

Fixed Assets

£358k

Debtors

£3.0M

Cost of Sales

£5k

Gross Profit

£4.1M

Admin Expenses

£2.4M

Operating Profit

£1.7M

Profit After Tax

£1.4M

26avg. employees+2

Tax at Year End

Corp tax£333k
Dividends paid£835k

People Costs

Wages & salaries£1.3M
NI contributions£135k

Balance Sheet

Intangible assets£317k
Assets less current liabilities£4.0M
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20226.71+£1.7M
20192.70

Derived from filed accounts. Not audited figures.