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Strategic Wealth Partners Limited

10817804

active
ltd
england wales
Companies House
Health Score
80 / 100

Healthy

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

Details

Station House Station Approach, East Horsley, Leatherhead, KT24 6QX
Incorporated 14/06/2017

Previously known as

Kingswood Financial Planning Limited · until 18/09/2023

Compliance

Last accounts

30/06/2025

total exemption full

Next accounts due

31/03/2027

On track

Confirmation statement

Last: 13/06/2025

Due 27/06/2026

On track

Industry

64999
Other financial service activities

Officers

Amyr Badim Rocha Lima

director · Since 11/09/2023

British · United Kingdom · Age 41

Ian Robert Cooke

director · Since 11/09/2023

British · United Kingdom · Age 58

Former

Graham Colston Day

director · Resigned 11/09/2023

Persons with Significant Control

Strategic Wealth Group Limited

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

Station House, Station Approach, Leatherhead, KT24 6QX

Reg: 14624770 · Registrar Of Companies For England And Wales · Limited Company

Notified 11/09/2023

Former PSCs

Mrs Diane Margaret Day

Ceased 11/09/2023

Mr Graham Colston Day

Ceased 11/09/2023

Change History

statusactive
2026-06-07

Active

typeltd
2026-06-07

Private Limited Company

address line1Station House Station Approach
2026-06-07

STATION HOUSE STATION APPROACH

post townLeatherhead
2026-06-07

LEATHERHEAD

officer appointedBADIM ROCHA LIMA, Amyr
2026-06-07
officer appointedCOOKE, Ian Robert
2026-06-07

CompanyRankvs 6405+ SIC 64999 peers
67

Financial strength52th percentile among SIC peers · 13/25
Employees64th percentile among SIC peers · 10/15
LiquidityCurrent ratio 4.98× · 20/20
Longevity9 years trading (max 15) · 9/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength13/25 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.

Longevity9/15 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 30/06/2025

Net Worth

£5k

Balance sheet strength

Cash

£311k

Cash in the bank

Net Current Assets

£252k

Working capital

Current Assets

£315k

Current Liabilities

£63k

Fixed Assets

£108

Debtors

£4k

2avg. employees

Balance Sheet

Assets less current liabilities£252k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20254.98+£0
20254.98+£0
20244.83+£0
20235.15+£0
20224.80+£0
20214.19+£0
20202.25+£0
20191.76

Derived from filed accounts. Not audited figures.