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Citrus Wealth Management Limited

05362909

active
Private Limited Company
england wales
Companies House
Health Score
78 / 100

Some Concerns

30/30
Filing
10/30
Financial
38/40
Risk
  • Current liabilities exceed current assets (-10)
  • 1 outstanding charge (-2)

Details

ORWELL HOUSE THE STRAND, IPSWICH, IP2 8NJ
Incorporated 14/02/2005

Compliance

Last accounts

30/09/2025

total exemption full

Next accounts due

30/06/2027

On track

Confirmation statement

Last: 14/02/2026

Due 28/02/2027

On track

Industry

66220
Activities of insurance agents and brokers

Officers

Mr Steven Charles Hutchinson

director · Since 14/02/2005

WEALTH MANAGEMENT

BRITISH · UNITED KINGDOM · Age 52

Also on 2 other boards

Mr Andrew Cameron Birley

secretary · Since 19/10/2005

ACCOUNTANT

BRITISH · ENGLAND · Age 70

Also on 30 other boards

Mrs Charlotte Holly Hutchinson

director · Since 04/01/2016

FINANCIAL CONTROLLER

BRITISH · ENGLAND · Age 40

Also on 1 other board

Persons with Significant Control

Noble Wealth Holdings Ltd

75–100% shares

Orwell House, The Strand, Ipswich, IP2 8NJ

Reg: 05534895 · Companies House · Limited Company

Notified 06/04/2016

Former PSCs

Mr Steven Charles Hutchinson

Ceased 07/04/2016

Charges1 outstanding

charge
outstanding

ANTHONY GEORGE WARRINGTON

Created 08/11/2012Registered 15/11/2012

CompanyRankvs 241+ SIC 66220 peers
74

Financial strength88th percentile among SIC peers · 22/25
Employees78th percentile among SIC peers · 12/15
LiquidityCurrent ratio 29.92× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Outstanding charges -10
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How is this score calculated?
Financial strength22/25 pts

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

Employees12/15 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

Outstanding charges: -10 pts

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

Key FinancialsYear ending 30/09/2025

Net Worth

£302k

Balance sheet strength

Cash

£142k

Cash in the bank

Net Current Assets

£301k

Working capital

Current Assets

£273k

Current Liabilities

£9k

Fixed Assets

£991

Debtors

£280k

4avg. employees

Balance Sheet

Assets less current liabilities£302k

EstimatesDerived

YearCurrent RatioImplied Profit
202529.92+£0
202529.92+£23k
202413.42+£20k
202313.47+£4k
202250.47+£106k
202122.53-£2k
202020.64+£2k
201919.70+£9k
201813.94

Derived from filed accounts. Not audited figures.