Back to search

Consortium Wealth Management Limited

09676061

active
Private Limited Company
Companies House
Health Score
90 / 100

Healthy

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

No risk factors detected.

Details

10 HIGHGATE, DURHAM, DH1 4GA
Incorporated 08/07/2015

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66290
Other activities auxiliary to insurance and pension funding

Officers

Mr David John Atkinson

director · Since 08/07/2015

FINANCIAL ADVISER

ENGLISH · UNITED KINGDOM · Age 55

Also on 2 other boards

Persons with Significant Control

Mr David John Atkinson

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

English · United Kingdom · Age 55

10, Highgate, Durham, DH1 4GA

Notified 07/07/2016

CompanyRankvs 1135+ SIC 66290 peers
58

Financial strength83th percentile among SIC peers · 21/25
Employees61th percentile among SIC peers · 9/15
LiquidityCurrent ratio 0.03× · 2/20
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
1135Consortium Wealth Management Limited
57
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.

Employees9/15 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.

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

£147k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

-£128k

Working capital

Current Assets

£4k

Current Liabilities

£132k

Fixed Assets

£277k

2avg. employees

Tax at Year End(2021)

Corp tax£32k

Director Loans(2021)

Directors owe company£5k

Balance Sheet

Assets less current liabilities£149k
Signed by Mr David Atkinson 28/01/2026Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20250.03+£9k
20240.13+£4k
20230.10+£32k
20220.05+£22k
20210.08—

Derived from filed accounts. Not audited figures.