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Mark Cosgrave Wealth Management Limited

12152224

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

Levicks Chartered Accountants, 12, Dover Street, Canterbury, CT1 3HD
Incorporated 12/08/2019

Compliance

Last accounts

31/08/2025

micro entity

Next accounts due

31/05/2027

On track

Confirmation statement

Last: 02/09/2025

Due 16/09/2026

On track

Industry

65300
65300
66300
Fund management activities

Officers

Mrs Helen Cosgrave

director · Since 12/08/2019

DIRECTOR

BRITISH · UNITED KINGDOM · Age 51

Mr Mark Cosgrave

director · Since 12/08/2019

WEALTH MANAGEMENT

BRITISH · ENGLAND · Age 48

Also on 1 other board

Helen Cosgrave

director · Since 12/08/2019

British · United Kingdom · Age 51

Mark Cosgrave

director · Since 12/08/2019

British · England · Age 48

Persons with Significant Control

Mr Mark Cosgrave

25–50% shares
25–50% votes

British · England · Age 48

Levicks Chartered Accountants, 12, Dover Street, Canterbury, CT1 3HD

Notified 12/08/2019

Mrs Helen Cosgrave

25–50% shares
25–50% votes

British · United Kingdom · Age 51

Levicks Chartered Accountants, 12, Dover Street, Canterbury, CT1 3HD

Notified 12/08/2019

Change History

statusactive
2026-07-24

Active

typeltd
2026-07-24

Private Limited Company

address line1Levicks Chartered Accountants, 12
2026-07-24

LEVICKS CHARTERED ACCOUNTANTS, 12

post townCanterbury
2026-07-24

CANTERBURY

officer appointedCOSGRAVE, Helen
2026-07-24
officer appointedCOSGRAVE, Mark
2026-07-24

CompanyRankvs 195+ SIC 65300 peers
75

Financial strength90th percentile among SIC peers · 23/25
Employees90th percentile among SIC peers · 14/15
LiquidityCurrent ratio 1.84× · 16/20
Longevity7 years trading (max 15) · 7/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength23/25 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.

Liquidity16/20 pts

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

Longevity7/15 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 31/08/2025

Net Worth

£370k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£48k

Working capital

Current Assets

£105k

Current Liabilities

£57k

Fixed Assets

£653k

7avg. employees+2

Balance Sheet

Assets less current liabilities£701k
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20251.84+£76k
20240.81+£18k
20230.94

Derived from filed accounts. Not audited figures.