Back to search

East Point Wealth Management Ltd

09629999

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

GENTRY HOUSE 4 TILIA COURT, BECCLES, NR34 7BF
Incorporated 09/06/2015

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66290
Other activities auxiliary to insurance and pension funding

Officers

Mr Lee David Simpson

director · Since 09/06/2015

DIRECTOR

BRITISH · ENGLAND · Age 58

Persons with Significant Control

Mr Lee David Simpson

25–50% shares
25–50% votes

British · England · Age 58

Gentry House, 4 Tilia Court, Beccles, NR34 7BF

Notified 06/04/2016

Mr Lee Simpson

25–50% shares
25–50% votes

British · England · Age 58

Gentry House, 4 Tilia Court, Beccles, NR34 7BF

Notified 06/04/2016

Mrs Shannon Elaine Nautilus-Simpson

25–50% shares
25–50% votes

British · England · Age 62

Gentry House, 4 Tilia Court, Beccles, NR34 7BF

Notified 20/06/2016

Mrs Shannon Nautilus-Simpson

25–50% shares
25–50% votes

British · England · Age 62

Gentry House, 4 Tilia Court, Beccles, NR34 7BF

Notified 20/06/2016

Charges0 outstanding

Charge
satisfied

METRO BANK PLC

Created 09/10/2015Registered 09/10/2015Satisfied 03/06/2019

CompanyRankvs 577+ SIC 66290 peers
70

Financial strength83th percentile among SIC peers · 21/25
Employees18th percentile among SIC peers · 3/15
LiquidityCurrent ratio 2.99× · 20/20
Longevity11 years trading (max 15) · 11/15
Filing complianceAll filings up to date · 15/15
Show leaderboard
1I.P.M. Sipp Administration Limited
90
2Ipensions Group Limited
90
3Innes Reid Investments Limited
90
4Quest Consulting (London) Limited
90
5Rosemount Financial Solutions (Ifa) Limited
90
6Fairey Associates Limited
90
7Cpadjusting Limited
90
8Retirement Line Limited
90
9My Pension Expert Limited
90
10Collyers Tma Limited
89
577East Point Wealth Management Ltd
70
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.

Employees3/15 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 31/03/2025

Net Worth

£156k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£102k

Working capital

Current Assets

£150k

Current Liabilities

£50k

Fixed Assets

£55k

-3avg. employees

Balance Sheet

Assets less current liabilities£158k
Prepared with v2025.54.1 micro_entity_frs_105_v1_1_2 filing

EstimatesDerived

YearCurrent RatioImplied Profit
20252.99+£142k
20240.62+£8k
20230.38-£5k
20220.59+£7k
20210.54—

Derived from filed accounts. Not audited figures.