Keystone Wealth Management Limited
07153249
Healthy
No risk factors detected.
Details
Compliance
Accounts
Confirmation statement
Industry
Officers
director · Since 10/02/2010
FINANCIAL ADVISER
BRITISH · ENGLAND · Age 63
Also on 6 other boards
Persons with Significant Control
Mr David William Carter
British · England · Age 63
The Old Rectory, Church Street, Weybridge, KT13 8DE
Notified 06/04/2016
Former PSCs
Julika Carter
Ceased 25/09/2023
CompanyRankvs 1053+ SIC 66190 peers73
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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 31/03/2025
Net Worth
£150k
Balance sheet strength
Cash
£250
Cash in the bank
Net Current Assets
£157k
Working capital
Current Assets
£298k
Current Liabilities
£141k
Fixed Assets
£1k
Debtors
£298k
Balance Sheet
EstimatesDerived
| Year | Current Ratio | Implied Profit |
|---|---|---|
| 2025 | 2.11 | +£0 |
| 2025 | 2.11 | +£3k |
| 2024 | 2.22 | +£6k |
| 2023 | 2.64 | -£1k |
| 2022 | 2.64 | +£64k |
| 2021 | 2.19 | +£78k |
| 2020 | 1.07 | — |
| 2019 | 1.15 | — |
Derived from filed accounts. Not audited figures.