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Consortium Financial And Wealth Management Ltd

08530258

active
Private Limited Company
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk

No risk factors detected.

Details

THORNBOROUGH HALL, LEYBURN, DL8 5AB
Incorporated 15/05/2013

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66290
Other activities auxiliary to insurance and pension funding

Officers

Mr David John Atkinson

director · Since 27/09/2013

IFA

ENGLISH · UNITED KINGDOM · Age 55

Also on 3 other boards

Mr David John Atkinson

secretary · Since 11/11/2014

Also on 3 other boards

Persons with Significant Control

Mr David John Atkinson

25–50% shares
25–50% votes
Significant control

English · United Kingdom · Age 55

Thornborough Hall, Moor Road, Leyburn, DL8 5AB

Notified 30/06/2016

Mr Anthony Gwynne Cole

25–50% shares
25–50% votes
Significant control

English · England · Age 73

Thornborough Hall, Moor Road, Leyburn, DL8 5AB

Notified 30/06/2016

CompanyRankvs 1806+ SIC 66290 peers
38

Financial strength40th percentile among SIC peers · 10/25
Employees0th percentile among SIC peers · 0/15
LiquidityNo balance sheet data · 0/20
Longevity13 years trading (max 15) · 13/15
Filing complianceAll filings up to date · 15/15
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1806Consortium Financial And Wealth Management Ltd
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How is this score calculated?
Financial strength10/25 pts

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

Employees0/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity0/20 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 31/05/2025

Net Worth

£202

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£202

Working capital

Current Assets

£202

Current Liabilities

—

Director Loans(2024)

Directors owe company£202

Balance Sheet

Assets less current liabilities£202
Signed by Mr David Atkinson 28/01/2026Prepared with Acorah Software Products - Accounts Production