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Lewis Wealth Management Limited

08373434

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

ST. JAMES'S HOUSE ANCHORAGE AVENUE, SHREWSBURY, SY2 6FG
Incorporated 24/01/2013

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66220
Activities of insurance agents and brokers

Officers

Neil Lewis

secretary · Since 24/01/2013

Mr Neil Michael Lewis

director · Since 24/01/2013

DIRECTOR

BRITISH · ENGLAND · Age 63

Also on 1 other board

Persons with Significant Control

Mrs Jane Mary Lewis

25–50% shares

British · England · Age 61

St. James's House, Anchorage Avenue, Shrewsbury, SY2 6FG

Notified 06/04/2016

Mr Neil Michael Lewis

50–75% shares

British · England · Age 63

St. James's House, Anchorage Avenue, Shrewsbury, SY2 6FG

Notified 06/04/2016

CompanyRankvs 2639+ SIC 66220 peers
62

Financial strength63th percentile among SIC peers · 16/25
Employees11th percentile among SIC peers · 2/15
LiquidityCurrent ratio 1.59× · 16/20
Longevity13 years trading (max 15) · 13/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength16/25 pts

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

Employees2/15 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.

Longevity13/15 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

£26k

Balance sheet strength

Cash

£6k

Cash in the bank

Net Current Assets

£15k

Working capital

Current Assets

£41k

Current Liabilities

£26k

Fixed Assets

£14k

Debtors

£36k

0avg. employees-6

Balance Sheet

Intangible assets£0
Assets less current liabilities£29k
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20251.59+£8k
20241.17-£8k
20231.49+£5k
20221.17+£10k

Derived from filed accounts. Not audited figures.