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Lewington Wealth Management Limited

04290504

active
Private Limited Company
england wales
Companies House
Health Score
65 / 100

Some Concerns

25/30
Filing
0/30
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

ST JAMES'S PLACE HOUSE, CIRENCESTER, GL7 1FP
Incorporated 20/09/2001

Compliance

Last accounts

31/12/2024

audit exemption subsidiary

Next accounts due

30/09/2026

On track

Confirmation statement

Last: 13/06/2025

Due 27/06/2026

On track

Industry

66220
Activities of insurance agents and brokers

Officers

St. James'S Place Corporate Secretary Limited

secretary · Since 04/01/2021

Also on 64 other boards

Mr Mark Alan Rogers

director · Since 04/01/2021

REGIONAL DIRECTOR - HEAD OF BUSINESS (LB

BRITISH · ENGLAND · Age 59

Also on 2 other boards

Mrs Samantha New

director · Since 07/01/2022

MANAGING DIRECTOR

BRITISH · UNITED KINGDOM · Age 52

Mr Jonathan Peter Claridge

director · Since 29/04/2024

HEAD OF DIVISION - ACQUISITION SERVICES

BRITISH · UNITED KINGDOM · Age 43

Also on 8 other boards

Persons with Significant Control

St. James's Place Acquisition Services Limited

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

St James's Place House, 1 Tetbury Road, Cirencester, GL7 1FP

Reg: 7730835 · Companies House · Limited By Shares

Notified 04/01/2021

Former PSCs

Mrs Anne Lewington

Ceased 04/01/2021

Mr Jamie Lewington

Ceased 04/01/2021

St James's Place Acquistion Services Ltd

Ceased 04/01/2021

CompanyRankvs 1388+ SIC 66220 peers
60

Financial strength24th percentile among SIC peers · 6/25
Employees96th percentile among SIC peers · 14/15
LiquidityCurrent ratio 6.8× · 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 strength6/25 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.

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

cast significant doubt about the ability of the company to continue as a going concern for a period of 12 months from the date of the financial statements. 4. EMPLOYEES AND DIRECTORS The average number of employees during the year was 17 (2019 - 14 ) . 5. TANGIBLE FIXED ASSETS Improvem

Key FinancialsYear ending 31/12/2020

Net Worth

£100

Balance sheet strength

Cash

£3.2M

Cash in the bank

Net Current Assets

£3.4M

Working capital

Current Assets

£4.0M

Current Liabilities

£585k

Fixed Assets

£57k

Debtors

£747k

17avg. employees+3

Balance Sheet

Assets less current liabilities£3.4M
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent Ratio
20206.80
20199.19
20188.82
20164.21

Derived from filed accounts. Not audited figures.