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Case Wealth Management Limited

07912302

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

Compliance

Accounts

Up to date

Confirmation statement

Up to date

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 56

Also on 1 other board

Mr Robert Charles Case

director · Since 17/01/2012

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 56

Persons with Significant Control

Mr Robert Charles Case

25–50% shares

British · England · Age 56

2, Beta Terrace, Ipswich, IP3 9FE

Notified 01/01/2017

CompanyRankvs 112+ SIC 66110 peers
76

Financial strength83th percentile among SIC peers · 21/25
Employees95th percentile among SIC peers · 14/15
LiquidityCurrent ratio 1.23× · 12/20
Longevity14 years trading (max 15) · 14/15
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.

Longevity14/15 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

£52k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£5k

Working capital

Current Assets

£29k

Current Liabilities

£24k

Fixed Assets

£46k

5avg. employees

Balance Sheet

Assets less current liabilities£52k
Prepared with Companies House

EstimatesDerived

YearCurrent RatioImplied Profit
20251.23+£20k
20240.21-£2k
20230.21+£3k
20221.36-£3k
20210.36

Derived from filed accounts. Not audited figures.