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Stephenson Wealth Limited

09133780

active
ltd
england wales
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

21 Heath Grove, Harrogate, HG2 0PX
Incorporated 16/07/2014

Previously known as

Js2 Wealth Management Limited · until 24/09/2018

Compliance

Last accounts

31/07/2025

micro entity

Next accounts due

30/04/2027

On track

Confirmation statement

Last: 10/04/2026

Due 24/04/2027

On track

Industry

66300
Fund management activities

Officers

James David Stephenson

director · Since 16/07/2014

British · England · Age 49

Persons with Significant Control

Mr James David Stephenson

75–100% shares
75–100% votes
Appoint directors

British · United Kingdom · Age 49

21, Heath Grove, Harrogate, HG2 0PX

Notified 16/07/2016

Former PSCs

Mrs Jennifer Clare Stephenson

Ceased 21/03/2025

Change History

officer appointedSTEPHENSON, James David
2026-06-04
statusactive
2026-06-04

Active

typeltd
2026-06-04

Private Limited Company

address line121 Heath Grove
2026-06-04

21 HEATH GROVE

post townHarrogate
2026-06-04

HARROGATE

CompanyRankvs 983+ SIC 66300 peers
58

Financial strength70th percentile among SIC peers · 18/25
Employees75th percentile among SIC peers · 11/15
LiquidityCurrent ratio 0.13× · 2/20
Longevity12 years trading (max 15) · 12/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength18/25 pts

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

Employees11/15 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.

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 31/07/2025

Net Worth

£44k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

-£17k

Working capital

Current Assets

£3k

Current Liabilities

£20k

Fixed Assets

£63k

2avg. employees

Balance Sheet

Assets less current liabilities£46k
Signed by Mr James Stephenson 19/01/2026Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20250.13+£101
20240.05-£1k
20230.15-£16k
20220.27+£17k
20210.06

Derived from filed accounts. Not audited figures.