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Case Wealth Management Limited

07912302

active
Private Limited Company
england wales
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

2 BETA TERRACE, IPSWICH, IP3 9FE
Incorporated 17/01/2012

Compliance

Last accounts

31/01/2025

micro entity

Next accounts due

31/10/2026

On track

Confirmation statement

Last: 17/01/2026

Due 31/01/2027

On track

Industry

66110
Administration of financial markets

Officers

Mrs Mandy Case

secretary · Since 17/01/2012

Also on 1 other board

Mrs Mandy Case

director · Since 17/01/2012

CARER

BRITISH · UNITED KINGDOM · Age 57

Also on 1 other board

Mr Robert Charles Case

director · Since 17/01/2012

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 57

Persons with Significant Control

Mr Robert Charles Case

25–50% shares

British · England · Age 57

2, Beta Terrace, Ipswich, IP3 9FE

Notified 01/01/2017

CompanyRankvs 106+ SIC 66110 peers
77

Financial strength82th percentile among SIC peers · 21/25
Employees94th percentile among SIC peers · 14/15
LiquidityCurrent ratio 1.33× · 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 strength21/25 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.

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 31/01/2026

Net Worth

£51k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£7k

Working capital

Current Assets

£29k

Current Liabilities

£22k

Fixed Assets

£225k

5avg. employees

Balance Sheet

Assets less current liabilities£232k
Prepared with Companies House

EstimatesDerived

YearCurrent RatioImplied Profit
20261.33-£577
20251.23+£20k
20240.21-£2k
20230.21—

Derived from filed accounts. Not audited figures.