Lisa Lee Wealth Management Ltd
07013354
Healthy
- Current liabilities exceed current assets (-10)
Details
Compliance
Last accounts
30/09/2025
total exemption full
Next accounts due
30/06/2027
Confirmation statement
Last: 09/09/2025
Due 23/09/2026
Industry
Officers
director · Since 09/09/2009
FINANCIAL ADVISOR
BRITISH · ENGLAND
Also on 1 other board
Persons with Significant Control
Miss Lisa Jane Lee
British · England
Notified 09/09/2016
CompanyRankvs 9587+ SIC 64999 peers57
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How is this score calculated?
Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.
Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.
Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.
One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.
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 30/09/2025
Net Worth
£23k
Balance sheet strength
Cash
£7k
Cash in the bank
Net Current Assets
£104k
Working capital
Current Assets
£10k
Current Liabilities
£114k
Fixed Assets
£128k
Debtors
£3k
Tax at Year End(2024)
Balance Sheet
EstimatesDerived
| Year | Current Ratio | Implied Profit |
|---|---|---|
| 2025 | 0.09 | -£4k |
| 2024 | 0.20 | — |
| 2023 | 0.17 | — |
Derived from filed accounts. Not audited figures.