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Aretian Wealth Management Limited

07101143

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

C/O TWO MATTS LLP, LONDON, W1F 8WE
Incorporated 10/12/2009

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mrs Michelle Harsum

director · Since 10/12/2009

ADMINISTRATOR

BRITISH · ENGLAND · Age 45

Also on 2 other boards

Mr Paul Harsum

director · Since 10/12/2009

WEALTH MANAGER

BRITISH · ENGLAND · Age 46

Mr Alex James Ford Morley

director · Since 01/04/2026

BRITISH · ENGLAND · Age 58

Also on 3 other boards

Persons with Significant Control

Mrs Michelle Harsum

25–50% shares
25–50% votes
Appoint directors

British · England · Age 45

13 Bradstock Road, Stoneleigh, Epsom, KT17 2LD

Notified 06/04/2016

Mr Paul David Harsum

25–50% shares
25–50% votes
Appoint directors

British · England · Age 46

13 Bradstock Road, Stoneleigh, Epsom, KT17 2LD

Notified 06/04/2016

Cardan Financial Group Limited

25–50% shares
25–50% votes

22, The Tything, Worcester, WR1 1HD

Reg: 12631719 · The Registrar Of Companies (England And Wales) · Private Company Limited By Shares

Notified 01/04/2026

CompanyRankvs 553+ SIC 64999 peers
86

Financial strength87th percentile among SIC peers · 22/25
Employees95th percentile among SIC peers · 14/15
LiquidityCurrent ratio 2.49× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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553Aretian Wealth Management Limited
86
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.

Employees14/15 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 31/05/2025

Net Worth

£292k

Balance sheet strength

Cash

£353k

Cash in the bank

Net Current Assets

£224k

Working capital

Current Assets

£375k

Current Liabilities

£151k

Fixed Assets

£74k

Debtors

£22k

9avg. employees+1

Tax at Year End

Corp tax£115k

Balance Sheet

Assets less current liabilities£298k
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20252.49+£170k
2024—+£38k
2023—-£413k
20226.97+£231k
20212.53+£84k
20202.80+£134k
20191.11—

Derived from filed accounts. Not audited figures.