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Carter Lee Financial Services Limited

08979997

active
Private Limited Company
england wales
Companies House
Health Score
85 / 100

Healthy

25/30
Filing
20/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)

Details

174 NEW ROAD, NEATH, SA10 6HD
Incorporated 04/04/2014

Compliance

Last accounts

31/03/2025

total exemption full

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 04/04/2026

Due 18/04/2027

On track

Industry

66290
Other activities auxiliary to insurance and pension funding

Officers

Mr Lee Clifford Saunders

director · Since 04/04/2014

DIRECTOR

WELSH · WALES · Age 49

Also on 5 other boards

Persons with Significant Control

Mr Lee Clifford Saunders

75–100% shares

Welsh · Wales · Age 49

174, New Road, Neath, SA10 6HD

Notified 04/04/2017

CompanyRankvs 1134+ SIC 66290 peers
60

Financial strength85th percentile among SIC peers · 21/25
Employees61th percentile among SIC peers · 9/15
LiquidityCurrent ratio -2.05× · 2/20
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 strength21/25 pts

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

Employees9/15 pts

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

Liquidity2/20 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

£199k

Balance sheet strength

Cash

£108k

Cash in the bank

Net Current Assets

£170k

Working capital

Current Assets

£115k

Current Liabilities

-£56k

Fixed Assets

£59k

Debtors

£7k

2avg. employees+1

Balance Sheet

Intangible assets£6k
Assets less current liabilities£229k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20252.05-£6k
20241.31+£31k
20231.99—

Derived from filed accounts. Not audited figures.