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Cedar Wealth Management Limited

05648512

active
Private Limited Company
england wales
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

CEDAR LODGE, 15 THE AVENUE, BRISTOL, BS9 1PD
Incorporated 08/12/2005

Compliance

Last accounts

31/12/2025

micro entity

Next accounts due

30/09/2027

On track

Confirmation statement

Last: 08/12/2025

Due 22/12/2026

On track

Industry

66220
Activities of insurance agents and brokers

Officers

Wendy Elizabeth Beatty

secretary · Since 08/12/2005

BRITISH

Mr Nicholas Beatty

director · Since 08/12/2005

INDEPENDENT FINANCIAL ADVISER

BRITISH · ENGLAND · Age 68

Also on 1 other board

Persons with Significant Control

Mrs Wendy Elizabeth Beatty

25–50% shares

British · England · Age 63

Cedar Lodge, 15 The Avenue, Bristol, BS9 1PD

Notified 06/04/2016

Mr Nicholas Beatty

50–75% shares

British · England · Age 68

Cedar Lodge, 15 The Avenue, Bristol, BS9 1PD

Notified 06/04/2016

CompanyRankvs 661+ SIC 66220 peers
78

Financial strength66th percentile among SIC peers · 17/25
Employees71th percentile among SIC peers · 11/15
LiquidityCurrent ratio 2.87× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength17/25 pts

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

Employees11/15 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 31/12/2025

Net Worth

£32k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£32k

Working capital

Current Assets

£48k

Current Liabilities

£17k

Fixed Assets

£230

3avg. employees

Tax at Year End(2020)

Corp tax£11k

Director Loans(2020)

Company owes directors£79

Balance Sheet

Assets less current liabilities£32k
Prepared with Companies House

EstimatesDerived

YearCurrent RatioImplied Profit
20252.87+£0
20252.87+£8k
20242.61+£887
20233.01-£2k
20222.90-£6k
20213.16-£2k
20203.72-£4k
20193.44+£3k
20182.35

Derived from filed accounts. Not audited figures.