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Carter Wealth Management Ltd

08319830

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

THE OLD STABLES 37 IRELAND CRESCENT, LEEDS, LS16 6SY
Incorporated 05/12/2012

Compliance

Last accounts

31/03/2025

total exemption full

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 05/12/2025

Due 19/12/2026

On track

Industry

66290
Other activities auxiliary to insurance and pension funding

Officers

Suzanne Carter

secretary · Since 05/12/2012

Mr David John Carter

director · Since 05/12/2012

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 57

Also on 3 other boards

Mrs Suzanne Carter

director · Since 01/01/2013

WEALTH MANAGEMENT COMPANY

BRITISH · ENGLAND · Age 54

Also on 1 other board

Persons with Significant Control

Mr David John Carter

25–50% shares
25–50% votes

British · England · Age 57

The Old Stables, 37 Ireland Crescent, Leeds, LS16 6SY

Notified 06/04/2016

Mrs Suzanne Carter

25–50% shares
25–50% votes

British · England · Age 54

The Old Stables, 37 Ireland Crescent, Leeds, LS16 6SY

Notified 06/04/2016

CompanyRankvs 1141+ SIC 66290 peers
62

Financial strength44th percentile among SIC peers · 11/25
Employees39th percentile among SIC peers · 6/15
LiquidityCurrent ratio 1.59× · 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 strength11/25 pts

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

Employees6/15 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 31/03/2025

Net Worth

£932

Balance sheet strength

Cash

£50k

Cash in the bank

Net Current Assets

£31k

Working capital

Current Assets

£82k

Current Liabilities

£52k

Fixed Assets

£2

Debtors

£33k

1avg. employees

Balance Sheet

Intangible assets£1
Assets less current liabilities£31k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20251.59—
20241.14—
20231.32—
20221.34-£522
20211.95—
20201.90—
20192.11—

Derived from filed accounts. Not audited figures.