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Investment Trustee And Adviser Ltd

08969631

liquidation
Private Limited Company
england wales
Companies House
Insolvency history
Health Score
N/A

Details

JAMES WATSON HOUSE MONTGOMERY WAY, CARLISLE, CA1 2UU
Incorporated 01/04/2014

Compliance

Last accounts

31/12/2024

micro entity

Next accounts due

30/09/2026

On track

Confirmation statement

Last: 01/04/2025

Due 15/04/2026

Overdue

Industry

65300
65300

Officers

Ms Carolan Dobson Bsc Psychology

director · Since 01/04/2014

DIRECTOR

BRITISH · SCOTLAND · Age 71

Also on 9 other boards

Persons with Significant Control

Ms Carolan Dobson

75–100% shares

British · Scotland · Age 71

James Watson House, Montgomery Way, Carlisle, CA1 2UU

Notified 06/04/2016

Insolvency History1 case

members voluntary liquidation22/09/2025

Daryl Warwick (practitioner) · Ed Connell (practitioner)

CompanyRankvs 15+ SIC 65300 peers
37

Financial strengthNo net worth data · 0/25
EmployeesNo employee data · 0/15
LiquidityCurrent ratio 15.43× · 20/20
Longevity12 years trading (max 15) · 12/15
Filing complianceAll filings up to date · 15/15
Insolvency history -10
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How is this score calculated?
Financial strength0/25 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.

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.

Risk deductions

Insolvency history: -10 pts

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

£1.7M

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£1.7M

Working capital

Current Assets

£1.8M

Current Liabilities

£117k

Fixed Assets

£3k

1avg. employees+1

Balance Sheet

Assets less current liabilities£1.7M

EstimatesDerived

YearCurrent RatioImplied Profit
202415.43+£128k
202310.78

Derived from filed accounts. Not audited figures.