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Alpha Financial Management Limited

04405679

active
Private Limited Company
Companies House
Health Score
80 / 100

Healthy

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

Details

22 STUART ROAD, WATERLOO, MERSEYSIDE, L22 4QS
Incorporated 27/03/2002

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66190
Other activities auxiliary to financial services

Officers

Mr Stephen Lee

director · Since 27/03/2002

INDEPENDENT FINANCIAL ADVISER

BRITISH · UNITED KINGDOM · Age 58

Also on 3 other boards

Persons with Significant Control

Mr Stephen Lee

50–75% shares
50–75% votes

British · United Kingdom · Age 58

22 Stuart Road, Waterloo, Merseyside, L22 4QS

Notified 06/04/2016

Former PSCs

Mrs Kathleen Margaret Richards

Ceased 02/12/2024

CompanyRankvs 217+ SIC 66190 peers
85

Financial strength84th percentile among SIC peers · 21/25
Employees92th percentile among SIC peers · 14/15
LiquidityCurrent ratio 2.14× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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217Alpha Financial Management Limited
85
How is this score calculated?
Financial strength21/25 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

£148k

Balance sheet strength

Cash

£11k

Cash in the bank

Net Current Assets

£73k

Working capital

Current Assets

£138k

Current Liabilities

£64k

Fixed Assets

£136k

Debtors

£52k

6avg. employees+11

Tax at Year End(2021)

Corp tax£32k
Prepared with v2025.78.1 limited_company_frs_102_section_1a_v1_1_3 companies_house

EstimatesDerived

YearCurrent RatioImplied Profit
20252.14+£4k
20242.48+£2k
20234.11-£4k
20224.18+£32k
20214.13+£75k
20201.22+£16k
20191.44—

Derived from filed accounts. Not audited figures.