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Navigate Wealth Limited

11167834

active
Private Limited Company
england wales
Companies House
Health Score
90 / 100

Healthy

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

No risk factors detected.

Details

LLOYDS HOUSE, MANCHESTER, M2 5WA
Incorporated 24/01/2018

Compliance

Last accounts

31/01/2026

total exemption full

Next accounts due

31/10/2027

On track

Confirmation statement

Last: 23/01/2026

Due 06/02/2027

On track

Industry

64999
Other financial service activities

Officers

Mr John Michael Stevenson

director · Since 24/01/2018

OCCUPATION DIRECTOR

BRITISH · UNITED KINGDOM · Age 57

Also on 22 other boards

Kerry Marie Wilson

director · Since 24/01/2018

OPERATIONS DIRECTOR

BRITISH · UNITED KINGDOM · Age 55

Persons with Significant Control

Kerry Marie Wilson

25–50% shares
25–50% votes

British · United Kingdom · Age 55

59 Church Street, Farnworth, BL4 8AQ

Notified 24/01/2018

Mr John Michael Stevenson

25–50% shares
25–50% votes

British · United Kingdom · Age 57

Alderdale, Brook Lane, Alderley Edge, SK9 7QJ

Notified 24/01/2018

CompanyRankvs 103710+ SIC 64999 peers
55

Financial strength72th percentile among SIC peers · 18/25
Employees16th percentile among SIC peers · 2/15
LiquidityCurrent ratio 1.43× · 12/20
Longevity8 years trading (max 15) · 8/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength18/25 pts

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

Employees2/15 pts

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

Liquidity12/20 pts

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

Longevity8/15 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 31/01/2026

Net Worth

£53k

Balance sheet strength

Cash

£174k

Cash in the bank

Net Current Assets

£53k

Working capital

Current Assets

£177k

Current Liabilities

£124k

Debtors

£3k

0avg. employees-1

Tax at Year End(2023)

Corp tax£8k

Balance Sheet

Assets less current liabilities£53k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20261.43-£5k
202513.63-£5k
202414.00+£30k
202315.61+£34k
202245.65+£39k
202130.21+£36k
20202.02

Derived from filed accounts. Not audited figures.