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Castlerock Wealth Management Limited

08931306

active
Private Limited Company
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

26 HIGH STREET, ROCHESTER, ME1 1PT
Incorporated 10/03/2014

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66300
Fund management activities

Officers

Mrs Claire Louisa Jones

director · Since 10/03/2014

BUSINESS OWNER

BRITISH · ENGLAND · Age 46

Also on 1 other board

Mr Darren Jones

director · Since 10/03/2014

CHARTERED FINANCIAL PLANNER

BRITISH · ENGLAND · Age 46

Persons with Significant Control

Mr Darren Jones

25–50% shares
25–50% votes

British · England · Age 46

26, High Street, Rochester, ME1 1PT

Notified 06/04/2016

Mrs Claire Louisa Jones

25–50% shares
25–50% votes

British · England · Age 46

26, High Street, Rochester, ME1 1PT

Notified 06/04/2016

CompanyRankvs 480+ SIC 66300 peers
71

Financial strength80th percentile among SIC peers · 20/25
Employees29th percentile among SIC peers · 4/15
LiquidityCurrent ratio 7.7× · 20/20
Longevity12 years trading (max 15) · 12/15
Filing complianceAll filings up to date · 15/15
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480Castlerock Wealth Management Limited
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How is this score calculated?
Financial strength20/25 pts

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

Employees4/15 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.

Longevity12/15 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

£219k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£23k

Working capital

Current Assets

£26k

Current Liabilities

£3k

Fixed Assets

£197k

0avg. employees

Balance Sheet

Assets less current liabilities£219k
Prepared with VT Final Accounts

EstimatesDerived

YearCurrent RatioImplied Profit
20257.70-£1k
20244.51+£13k
20232.92+£21k
20220.08-£23k
20212.35—

Derived from filed accounts. Not audited figures.