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Corporate & Personal Wealth Solutions Limited

09594052

active
Private Limited Company
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

JUBILEE HOUSE, LYTHAM ST. ANNES, FY8 5FT
Incorporated 15/05/2015

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mrs Lisa Jayne Burns

director · Since 15/05/2015

DOMESTIC ASSISTANT

BRITISH · ENGLAND · Age 48

Mr Mark Burns

director · Since 15/05/2015

FINANCIAL PLANNER

BRITISH · ENGLAND · Age 52

Persons with Significant Control

Mr Mark Burns

50–75% shares
50–75% votes

British · England · Age 52

Jubilee House, East Beach, Lytham St. Annes, FY8 5FT

Notified 01/07/2016

Mrs Lisa Jayne Burns

25–50% shares
25–50% votes

British · England · Age 48

Jubilee House, East Beach, Lytham St. Annes, FY8 5FT

Notified 01/07/2016

CompanyRankvs 1951+ SIC 64999 peers
79

Financial strength90th percentile among SIC peers · 23/25
Employees64th percentile among SIC peers · 10/15
LiquidityCurrent ratio 5.66× · 20/20
Longevity11 years trading (max 15) · 11/15
Filing complianceAll filings up to date · 15/15
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1951Corporate & Personal Wealth Solutions Limited
79
How is this score calculated?
Financial strength23/25 pts

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

Employees10/15 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.

Longevity11/15 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

£437k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£321k

Working capital

Current Assets

£389k

Current Liabilities

£69k

Fixed Assets

£116k

2avg. employees

Balance Sheet

Assets less current liabilities£437k
Prepared with FreeAgent

EstimatesDerived

YearCurrent RatioImplied Profit
20255.66-£5k
20245.13+£9k
20234.89+£98k
202210.93+£40k
202110.16—

Derived from filed accounts. Not audited figures.