Carlson Wealth Management Limited
09408222
Healthy
- Current liabilities exceed current assets (-10)
Details
Compliance
Last accounts
31/05/2025
total exemption full
Next accounts due
28/02/2027
Confirmation statement
Last: 27/01/2026
Due 10/02/2027
Industry
Officers
secretary · Since 27/01/2015
director · Since 27/01/2015
FINANCIAL PLANNER
WELSH · UNITED KINGDOM · Age 49
Also on 2 other boards
Persons with Significant Control
Mr Steven John Carlson
Welsh · United Kingdom · Age 49
Bryn-Y-Wawr, Rudry, Caerphilly, CF83 3DF
Notified 06/04/2016
CompanyRankvs 3849+ SIC 64999 peers73
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How is this score calculated?
Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.
Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.
Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.
One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.
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 31/05/2025
Net Worth
£143k
Balance sheet strength
Cash
£62k
Cash in the bank
Net Current Assets
£186k
Working capital
Current Assets
£250k
Current Liabilities
£64k
Fixed Assets
£10k
Debtors
£189k
Balance Sheet
EstimatesDerived
| Year | Current Ratio | Implied Profit |
|---|---|---|
| 2025 | 3.92 | +£0 |
| 2025 | 3.92 | +£41k |
| 2024 | 3.88 | +£29k |
| 2023 | 5.60 | -£847 |
| 2022 | 4.56 | +£7k |
| 2021 | 6.24 | +£3k |
| 2020 | 3.67 | — |
Derived from filed accounts. Not audited figures.