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Rosewood Wealth Management Ltd

08291755

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

FOURTH FLOOR 1 WATERSIDE PLACE, BRIMINGTON ROAD, S41 7FH
Incorporated 13/11/2012

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66220
Activities of insurance agents and brokers

Officers

Mrs Donna Robertson

director · Since 13/11/2012

COMPANY DIRECTOR

BRITISH · UNITED KINGDOM · Age 47

Also on 1 other board

Mrs Shannan Lisa Pool-Gorman

director · Since 08/08/2019

COMPANY DIRECTOR

AUSTRALIAN,BRITISH · ENGLAND · Age 43

Also on 1 other board

Persons with Significant Control

Mrs Donna Robertson

25–50% shares

British · United Kingdom · Age 47

Fourth Floor, 1 Waterside Place, Brimington Road, S41 7FH

Notified 06/04/2016

Mrs Shannan Lisa Pool-Gorman

25–50% shares

Australian,British · England · Age 43

Fourth Floor, 1 Waterside Place, Brimington Road, S41 7FH

Notified 17/06/2020

CompanyRankvs 925+ SIC 66220 peers
80

Financial strength84th percentile among SIC peers · 21/25
Employees90th percentile among SIC peers · 14/15
LiquidityCurrent ratio 1.73× · 16/20
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.

Liquidity16/20 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 28/02/2026

Net Worth

£177k

Balance sheet strength

Cash

£212k

Cash in the bank

Net Current Assets

£94k

Working capital

Current Assets

£222k

Current Liabilities

£129k

Fixed Assets

£179k

Debtors

£11k

8avg. employees+1

Balance Sheet

Assets less current liabilities£273k

EstimatesDerived

YearCurrent RatioImplied Profit
20261.73+£14k
20251.29+£64k
20240.80-£70k
20233.81+£50k
20223.46+£65k
20212.66

Derived from filed accounts. Not audited figures.