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Broadview Wealth Management Limited

11256463

active
Private Limited Company
Companies House
Health Score
85 / 100

Healthy

25/30
Filing
20/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)

Details

PROSPECT HOUSE, 1 PROSPECT PLACE MILLENNIUM WAY, DERBY, DE24 8HG
Incorporated 15/03/2018

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

74909
Other professional, scientific and technical activities

Officers

Mr Lee Robinson

director · Since 15/03/2018

FINANCIAL ADVISOR

BRITISH · UNITED KINGDOM · Age 57

Also on 1 other board

Mr Paul Matthew Wood

director · Since 15/03/2018

FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 50

Also on 1 other board

Persons with Significant Control

Mr Lee Robinson

25–50% shares
25–50% votes

British · United Kingdom · Age 57

St Peter's House, St Mary's Wharf, Derby, DE1 3TP

Notified 15/03/2018

Mr Paul Matthew Wood

25–50% shares
25–50% votes

British · England · Age 50

St Peter's House, St Mary's Wharf, Derby, DE1 3TP

Notified 15/03/2018

CompanyRankvs 29061+ SIC 74909 peers
53

Financial strength30th percentile among SIC peers · 8/25
Employees69th percentile among SIC peers · 10/15
LiquidityCurrent ratio 1.04× · 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 strength8/25 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.

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 31/12/2024

Net Worth

£100

Balance sheet strength

Cash

£76k

Cash in the bank

Net Current Assets

£3k

Working capital

Current Assets

£76k

Current Liabilities

£73k

Debtors

£100

2avg. employees

Tax at Year End

Corp tax£21k
Prepared with CCH Software

EstimatesDerived

YearCurrent Ratio
20241.04
20231.64
20225.91
20214.69

Derived from filed accounts. Not audited figures.