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Investwise Asset Management Limited

05668697

active
Private Limited Company
Companies House
Health Score
75 / 100

Some Concerns

25/30
Filing
10/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)

Details

16 PARK ROAD, WEST SUSSEX, RH16 4HZ
Incorporated 06/01/2006

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66220
Activities of insurance agents and brokers

Officers

Marina Joao Bird

secretary · Since 09/01/2006

SCHOOL TEACHER

BRITISH · Age 61

Mr Clifford Mark Bird

director · Since 09/01/2006

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 63

Also on 1 other board

Mr Harrison Izaak Santos Bird

director · Since 06/04/2024

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 26

Persons with Significant Control

Mr Clifford Mark Bird

75–100% shares

British · England · Age 63

16 Park Road, West Sussex, RH16 4HZ

Notified 06/04/2016

Mrs Marina Joao Bird

25–50% shares

British · England · Age 61

16 Park Road, West Sussex, RH16 4HZ

Notified 06/01/2018

CompanyRankvs 2345+ SIC 66220 peers
61

Financial strength76th percentile among SIC peers · 19/25
Employees78th percentile among SIC peers · 12/15
LiquidityNo balance sheet data · 0/20
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 strength19/25 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.

Liquidity0/20 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 31/03/2024

Net Worth

£75k

Balance sheet strength

Cash

£91k

Cash in the bank

Net Current Assets

£85k

Working capital

Current Assets

Current Liabilities

£6k

Fixed Assets

£25k

4avg. employees

Tax at Year End(2020)

Dividends paid£40k

Balance Sheet

Assets less current liabilities£110k
Prepared with IRIS Accounts Production

EstimatesDerived

YearImplied Profit
2024-£30k
2023-£14k
2022+£14k

Derived from filed accounts. Not audited figures.