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Acorn Wealth Management Group Limited

11580541

active
Private Limited Company
Companies House
Health Score
75 / 100

Some Concerns

25/30
Filing
10/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)
  • Current liabilities exceed current assets (-10)

Details

CRAFTON HOUSE ROSEBERY BUSINESS PARK, PORINGLAND, NR14 7XP
Incorporated 20/09/2018

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66190
Other activities auxiliary to financial services
66220
Activities of insurance agents and brokers

Officers

Mr James Harrison

director · Since 20/09/2018

DIRECTOR

BRITISH · UNITED KINGDOM · Age 52

Also on 2 other boards

Mr Ian James Howell

director · Since 20/09/2018

DIRECTOR

BRITISH · UNITED KINGDOM · Age 55

Also on 1 other board

Persons with Significant Control

Acorn Wealth Management Limited

50–75% shares
50–75% votes
Appoint directors

1a, Crossway Terrace, Acle, NR13 3QT

Reg: 10951810 · Companies House · Limited Company

Notified 20/09/2018

James Harrison Consultancy Ltd

25–50% shares
25–50% votes

Sixty Six, North Quay, Great Yarmouth, NR30 1HE

Reg: 05855848 · James Harrison Consultancy Ltd · Ltd

Notified 20/09/2018

CompanyRankvs 664+ SIC 66190 peers
79

Financial strength87th percentile among SIC peers · 22/25
Employees95th percentile among SIC peers · 14/15
LiquidityCurrent ratio 3.92× · 20/20
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 strength22/25 pts

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

Employees14/15 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.

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 30/09/2024

Net Worth

£202k

Balance sheet strength

Cash

£106k

Cash in the bank

Net Current Assets

£103k

Working capital

Current Assets

£138k

Current Liabilities

£35k

Fixed Assets

£100k

Debtors

£32k

8avg. employees

Tax at Year End(2021)

Corp tax£16k

Balance Sheet

Intangible assets£95k
Assets less current liabilities£202k
Prepared with Sage Accounts Production Advanced 2023 - FRS102_2023

EstimatesDerived

YearCurrent RatioImplied Profit
20243.92-£5k
20233.19+£75k
20228.96-£23k
20218.56+£66k
20204.64+£78k
20191.05—

Derived from filed accounts. Not audited figures.