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Stevenson Wealth Management Limited

07269742

active
ltd
england wales
Companies House
Health Score
80 / 100

Healthy

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

Details

Dale Cottage, Denton Road, Ilkley, LS29 0AF
Incorporated 01/06/2010

Compliance

Last accounts

30/06/2025

micro entity

Next accounts due

31/03/2027

On track

Confirmation statement

Last: 01/06/2026

Due 15/06/2027

On track

Industry

64999
Other financial service activities

Officers

Tracy Claire Stevenson

secretary · Since 01/06/2010

Mark Stevenson

director · Since 01/06/2010

British · United Kingdom · Age 62

Persons with Significant Control

Mr Mark Stevenson

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

English · England · Age 62

Dale Cottage, Denton Road, Ilkley, LS29 0AF

Notified 06/04/2016

Mrs Tracy Claire Stevenson

25–50% shares
25–50% votes

English · England · Age 52

Dale Cottage, Denton Road, Ilkley, LS29 0AF

Notified 06/04/2016

Change History

statusactive
2026-06-04

Active

typeltd
2026-06-04

Private Limited Company

address line1Dale Cottage
2026-06-04

DALE COTTAGE

post townIlkley
2026-06-04

ILKLEY

officer appointedSTEVENSON, Tracy Claire
2026-06-04
officer appointedSTEVENSON, Mark
2026-06-04

CompanyRankvs 8797+ SIC 64999 peers
63

Financial strength67th percentile among SIC peers · 17/25
Employees64th percentile among SIC peers · 10/15
LiquidityCurrent ratio 0.99× · 6/20
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 strength17/25 pts

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

Employees10/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity6/20 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 30/06/2025

Net Worth

£31k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£327

Working capital

Current Assets

£42k

Current Liabilities

£42k

Fixed Assets

£31k

2avg. employees

Balance Sheet

Assets less current liabilities£31k
Prepared with Companies House

EstimatesDerived

YearCurrent RatioImplied Profit
20250.99-£16k
20241.09-£21k
20231.23+£42k
20221.61-£87k
20214.31

Derived from filed accounts. Not audited figures.