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Concierge Wealth Management Limited

07697178

active
Private Limited Company
Companies House
Health Score
75 / 100

Some Concerns

25/30
Filing
10/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)
  • Current liabilities exceed current assets (-10)

Details

196 FINDON ROAD, WORTHING, BN14 0EJ
Incorporated 07/07/2011

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66190
Other activities auxiliary to financial services

Officers

Mr Adam Keith Mccallion

director · Since 07/07/2011

FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 53

Persons with Significant Control

Mr Adam Mccallion

75–100% shares
75–100% votes
Appoint directors

British · England · Age 53

196, Findon Road, Worthing, BN14 0EJ

Notified 01/07/2016

CompanyRankvs 703+ SIC 66190 peers
78

Financial strength75th percentile among SIC peers · 19/25
Employees63th percentile among SIC peers · 9/15
LiquidityCurrent ratio 2.19× · 20/20
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 strength19/25 pts

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

Employees9/15 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 30/09/2024

Net Worth

£55k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£62k

Working capital

Current Assets

£115k

Current Liabilities

£52k

Fixed Assets

£2k

2avg. employees

Balance Sheet

Assets less current liabilities£64k
Signed by Mr Adam McCallion 18th September 2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20242.19+£35k
20231.47+£79
20221.69+£18k
20211.63

Derived from filed accounts. Not audited figures.