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Mount Stuart Wealth Management Ltd

09141516

active
Private Limited Company
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

MIDWAY HOUSE HERRICK WAY, CHELTENHAM, GL51 6TQ
Incorporated 22/07/2014

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities
66190
Other activities auxiliary to financial services

Officers

Mr Codey Alexander Rees

director · Since 22/07/2014

DIRECTOR

WELSH · UNITED KINGDOM · Age 38

Persons with Significant Control

Mr Codey Alexander Rees

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

Welsh · United Kingdom · Age 38

Midway House, Herrick Way, Cheltenham, GL51 6TQ

Notified 06/04/2016

CompanyRankvs 2812+ SIC 64999 peers
77

Financial strength95th percentile among SIC peers · 24/25
Employees93th percentile among SIC peers · 14/15
LiquidityCurrent ratio 1.01× · 12/20
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 strength24/25 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.

Liquidity12/20 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 31/12/2024

Net Worth

£1.0M

Balance sheet strength

Cash

£593k

Cash in the bank

Net Current Assets

£9k

Working capital

Current Assets

£700k

Current Liabilities

£691k

Fixed Assets

£3.5M

Debtors

£108k

7avg. employees-1

Balance Sheet

Intangible assets£3.5M
Assets less current liabilities£3.5M
Signed by 09141516 2024-01-01 2024-12-31 09141516 2024-12-31 09141516 core:RetainedEarningsAccumulatedLosses 2024-12-31 09141516 cPrepared with Digita Accounts Production Advanced

EstimatesDerived

YearCurrent RatioImplied Profit
20241.01+£306k
20230.65-£179k
20220.92+£130k
20210.70

Derived from filed accounts. Not audited figures.