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Apogee Wealth Management Limited

06925283

active
Private Limited Company
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

NO.1 BOOTHS PARK, KNUTSFORD, WA16 8GS
Incorporated 05/06/2009

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr David Peter Clewlow

director · Since 05/06/2009

DIRECTOR

BRITISH · ENGLAND · Age 59

Also on 3 other boards

Mr Simon Gerald Hardstaff

director · Since 05/06/2009

DIRECTOR

BRITISH · ENGLAND · Age 52

Also on 1 other board

Mr Paul Christopher Rowling

director · Since 05/06/2009

DIRECTOR

BRITISH · ENGLAND · Age 50

Also on 1 other board

Persons with Significant Control

Mr Simon Gerald Hardstaff

Significant control

British · United Kingdom · Age 52

No.1, Booths Park, Knutsford, WA16 8GS

Notified 06/04/2016

Mr Paul Christopher Rowling

Significant control

British · England · Age 50

No.1, Booths Park, Knutsford, WA16 8GS

Notified 06/04/2016

Apogee Holdings Limited

75–100% shares

No. 1 Booths Park, Chelford Road, Knutsford, WA16 8GS

Reg: 11252113 · England And Wales Registry · Limited Company

Notified 10/08/2018

Former PSCs

Mr David Peter Clewlow

Ceased 29/05/2026

Charges0 outstanding

Charge
satisfied

METRO BANK PLC

Created 22/12/2021Registered 22/12/2021Satisfied 02/04/2026
Charge
satisfied

STUART JAMES CAFFERTY · KATHLEEN ANN SALTER

Created 08/10/2019Registered 24/10/2019Satisfied 01/12/2021
Charge
satisfied

CLYDESDALE BANK PLC (TRADING AS BOTH CLYDESDALE AND YORKSHIRE BANK) (COMPANY NUMBER SC001111)

Created 26/09/2018Registered 01/10/2018Satisfied 12/01/2022

CompanyRankvs 150+ SIC 64999 peers
89

Financial strength97th percentile among SIC peers · 24/25
Employees99th percentile among SIC peers · 15/15
LiquidityCurrent ratio 5.15× · 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 strength24/25 pts

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

Employees15/15 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 30/04/2025

Net Worth

£1.8M

Balance sheet strength

Cash

£953k

Cash in the bank

Profit Before Tax

£1.4M

Bottom line earnings

Net Current Assets

£1.8M

Working capital

Current Assets

£2.3M

Current Liabilities

£444k

Fixed Assets

£35k

Debtors

£1.3M

Gross Profit

£2.1M

Admin Expenses

£749k

Operating Profit

£1.4M

Profit After Tax

£1.0M

31avg. employees+3

Tax at Year End

Dividends paid£547k

Balance Sheet

Assets less current liabilities£1.9M
Prepared with Sage Accounts Production Advanced 2024 - FRS102_2024

EstimatesDerived

YearCurrent RatioImplied Profit
20255.15+£467k
20245.82+£109k
20235.56+£361k
20223.98+£513k
20213.31

Derived from filed accounts. Not audited figures.