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Cleveland Wealth Management Ltd

10377738

active
Private Limited Company
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk

No risk factors detected.

Details

12 SKEEBY CLOSE, STOCKTON-ON-TEES, TS18 5LY
Incorporated 15/09/2016

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66220
Activities of insurance agents and brokers

Officers

Mr Kevin Joseph Topham

director · Since 15/09/2016

FINANCIAL ADVISOR

BRITISH · UNITED KINGDOM · Age 56

Dr Glenn Youngman

director · Since 15/09/2016

FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 73

Persons with Significant Control

Mr Kevin Joseph Topham

25–50% shares

British · United Kingdom · Age 56

12, Skeeby Close, Stockton-On-Tees, TS18 5LY

Notified 15/09/2016

Mr Glenn Youngman

25–50% shares

British · United Kingdom · Age 73

12, Skeeby Close, Stockton-On-Tees, TS18 5LY

Notified 15/09/2016

CompanyRankvs 4451+ SIC 66220 peers
39

Financial strength24th percentile among SIC peers · 6/25
Employees55th percentile among SIC peers · 8/15
LiquidityNo balance sheet data · 0/20
Longevity10 years trading (max 15) · 10/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength6/25 pts

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

Employees8/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity0/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity10/15 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

£100

Balance sheet strength

Cash

£43k

Cash in the bank

Net Current Assets

£39k

Working capital

Current Assets

Current Liabilities

£3k

Fixed Assets

£456

2avg. employees

Balance Sheet

Assets less current liabilities£40k
Prepared with IRIS Accounts Production