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Sage Wealth Management Limited

07433037

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

2, DUNNS BOWES OFFICES, CHESTER LE STREET, DH3 4AN
Incorporated 08/11/2010

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66300
Fund management activities

Officers

Michael John Sage

director · Since 08/11/2010

DIRECTOR

BRITISH · ENGLAND · Age 44

Persons with Significant Control

Mr Michael John Sage

75–100% shares
75–100% votes

British · England · Age 44

2, Dunns, Bowes Offices, Chester Le Street, DH3 4AN

Notified 06/04/2016

Former PSCs

Mrs Lisa Sage

Ceased 07/02/2019

Charges0 outstanding

Charge
satisfied

LLOYDS BANK PLC

Created 11/05/2021Registered 11/05/2021Satisfied 10/06/2024
Charge
satisfied

METRO BANK PLC

Created 02/03/2015Registered 05/03/2015Satisfied 24/06/2019

CompanyRankvs 249+ SIC 66300 peers
77

Financial strength79th percentile among SIC peers · 20/25
Employees99th percentile among SIC peers · 15/15
LiquidityCurrent ratio 1.15× · 12/20
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 strength20/25 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.

Liquidity12/20 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 31/01/2025

Net Worth

£192k

Balance sheet strength

Cash

£229k

Cash in the bank

Net Current Assets

£57k

Working capital

Current Assets

£430k

Current Liabilities

£373k

Fixed Assets

£699k

Debtors

£201k

22avg. employees+3

Tax at Year End

Corp tax£135k

Balance Sheet

Intangible assets£554k
Assets less current liabilities£755k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20251.15+£105k
20241.34+£46k
20231.50+£28k
20221.70-£72k
20211.12+£41k
20201.11-£2k
20191.15

Derived from filed accounts. Not audited figures.