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Curzon Wealth Management Limited

08561105

active
Private Limited Company
Companies House
Health Score
75 / 100

Some Concerns

25/30
Filing
10/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)
  • Current liabilities exceed current assets (-10)

Details

4 COMMERCIAL STREET, BRIDGEND, CF32 7BL
Incorporated 07/06/2013

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

65110
Life insurance

Officers

Mr Matthew John Curzon

director · Since 07/06/2013

DIRECTOR

WELSH · WALES · Age 46

Also on 2 other boards

Mrs Samantha Jane Curzon

director · Since 07/06/2013

DIRECTOR

BRITISH · WALES · Age 45

Also on 1 other board

Persons with Significant Control

Mrs Samantha Jane Curzon

25–50% shares
25–50% votes

British · Wales · Age 45

1 Nant-Y-Coed Close, Heol-Y-Cyw, Bridgend, CF35 6HX

Notified 08/06/2016

Mr Matthew John Curzon

50–75% shares
50–75% votes
Appoint directors

Welsh · Wales · Age 46

1 Nant-Y-Coed Close, Heol-Y-Cyw, Bridgend, CF35 6HX

Notified 08/06/2016

Charges0 outstanding

Charge
satisfied

METRO BANK PLC

Created 15/08/2014Registered 16/08/2014Satisfied 27/05/2021

CompanyRankvs 64+ SIC 65110 peers
87

Financial strength99th percentile among SIC peers · 25/25
Employees94th percentile among SIC peers · 14/15
LiquidityCurrent ratio 2.62× · 20/20
Longevity13 years trading (max 15) · 13/15
Filing complianceAll filings up to date · 15/15
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64Curzon Wealth Management Limited
87
How is this score calculated?
Financial strength25/25 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.

Liquidity20/20 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 31/12/2024

Net Worth

£2.4M

Balance sheet strength

Cash

£310k

Cash in the bank

Net Current Assets

£1.1M

Working capital

Current Assets

£1.8M

Current Liabilities

£690k

Fixed Assets

£4.6M

Debtors

£1.5M

12avg. employees-2

Balance Sheet

Intangible assets£47k
Bank loans & overdrafts£2.6M
Assets less current liabilities£5.7M
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20242.62+£449k
20231.17+£1.3M
20221.79+£153k
20211.76+£260k
20201.24+£128k
20191.89+£79k
20181.39+£10k
20181.96—

Derived from filed accounts. Not audited figures.