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Stewart Wealth Management Ltd

06636430

active
ltd
england wales
Companies House
Health Score
90 / 100

Healthy

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

No risk factors detected.

Details

Wherstead Park The Street, Wherstead, Ipswich, IP9 2BJ
Incorporated 02/07/2008

Compliance

Last accounts

31/08/2025

total exemption full

Next accounts due

31/05/2027

On track

Confirmation statement

Last: 28/06/2025

Due 12/07/2026

On track

Industry

64999
Other financial service activities

Officers

Ms Suzanne Pyne

director · Since 24/10/2018

DIRECTOR

BRITISH · UNITED KINGDOM · Age 54

Also on 5 other boards

Mr Adrian John Keith

director · Since 24/10/2018

DIRECTOR

BRITISH · ENGLAND · Age 63

Also on 2 other boards

Suzanne Pyne

director · Since 24/10/2018

British · United Kingdom · Age 54

Adrian John Keith

director · Since 24/10/2018

British · England · Age 63

Former

Gillian Denise Frampton

secretary · Resigned 24/10/2018

Clive Stewart Frampton

director · Resigned 24/10/2018

Brian James Doherty

director · Resigned 24/10/2018

Persons with Significant Control

Bohannan Holdings Limited

75–100% shares
75–100% votes

11, Judith Avenue, Saxmundham, IP17 1UY

Reg: 11540715 · Companies House England And Wales · Private Limited Company By Shares

Notified 24/10/2018

Former PSCs

Mr Clive Stewart Frampton

Ceased 24/10/2018

Mr Adrian John Keith

Ceased 24/10/2018

Ms Suzanne Pyne

Ceased 24/10/2018

Change History

statusactive
2026-06-13

Active

typeltd
2026-06-13

Private Limited Company

address line1Wherstead Park The Street
2026-06-13

WHERSTEAD PARK THE STREET

post townIpswich
2026-06-13

IPSWICH

officer appointedKEITH, Adrian John
2026-06-13
officer appointedPYNE, Suzanne
2026-06-13

CompanyRankvs 3423+ SIC 64999 peers
74

Financial strength88th percentile among SIC peers · 22/25
Employees16th percentile among SIC peers · 2/15
LiquidityCurrent ratio 11.16× · 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 strength22/25 pts

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

Employees2/15 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 31/08/2025

Net Worth

£342k

Balance sheet strength

Cash

£88k

Cash in the bank

Net Current Assets

£342k

Working capital

Current Assets

£376k

Current Liabilities

£34k

Debtors

£288k

0avg. employees
Prepared with Taxfiler

EstimatesDerived

YearCurrent RatioImplied Profit
202511.16-£28k
20247.39+£11k
20235.50+£79k
20222.70-£17k
20212.61+£42k
20202.04+£238k
20191.15

Derived from filed accounts. Not audited figures.