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Copperstone Financial Services Limited

05661607

active
Private Limited Company
Companies House
Health Score
90 / 100

Healthy

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

No risk factors detected.

Details

COPPERSTONE HOUSE OLDWALLS, SWANSEA, SA3 1HA
Incorporated 22/12/2005

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66220
Activities of insurance agents and brokers

Officers

Catrin Emma Williams

secretary · Since 22/12/2005

BRITISH

Also on 1 other board

Mario Bernardino Amura

director · Since 22/12/2005

INDEPENDENT FINANCIAL ADVISOR

BRITISH · WALES · Age 59

Mr Richard Slade Williams

director · Since 22/12/2005

INDEPENDENT FINANCIAL ADVISOR

BRITISH · WALES · Age 57

Also on 1 other board

Mrs Wendy Amura

director · Since 02/03/2023

DIRECTOR

BRITISH · WALES · Age 59

Mrs Catrin Williams

director · Since 02/03/2023

COMPANY SECRETARY/DIRECTOR

BRITISH · WALES · Age 58

Persons with Significant Control

Mr Richard Slade Williams

25–50% shares
25–50% votes

British · Wales · Age 57

Copperstone House, Old Walls, Llanrhidian, Swansea, SA3 1HA

Notified 06/04/2016

Mr Mario Amura

25–50% shares
25–50% votes

British · Wales · Age 59

Copperstone House, Oldwalls, Swansea, SA3 1HA

Notified 06/04/2016

CompanyRankvs 1302+ SIC 66220 peers
75

Financial strength65th percentile among SIC peers · 16/25
Employees86th percentile among SIC peers · 13/15
LiquidityCurrent ratio 1.51× · 16/20
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 strength16/25 pts

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

Employees13/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity16/20 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

£29k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£28k

Working capital

Current Assets

£83k

Current Liabilities

£55k

Fixed Assets

£3k

6avg. employees+1

Balance Sheet

Assets less current liabilities£31k
Prepared with Companies House

EstimatesDerived

YearCurrent RatioImplied Profit
20251.51-£12k
20241.90-£17k
20231.82+£318
20221.51+£7k
20211.73+£15k
20201.44-£9k
20192.28

Derived from filed accounts. Not audited figures.