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Lumley Wealth Management Ltd

13145437

active
Private Limited Company
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

CAVENDISH HOUSE, LEEDS, LS3 1JY
Incorporated 20/01/2021

Compliance

Last accounts

31/01/2026

total exemption full

Next accounts due

30/10/2027

On track

Confirmation statement

Last: 03/06/2026

Due 17/06/2027

On track

Industry

64921
64921
64999
Other financial service activities

Officers

Mr Charlie Lumley

director · Since 20/01/2021

FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 36

Persons with Significant Control

Mr Charlie Lumley

Significant control

British · England · Age 36

Cavendish House, St Andrews Court, Leeds, LS3 1JY

Notified 20/01/2021

CompanyRankvs 259+ SIC 64921 peers
63

Financial strength58th percentile among SIC peers · 14/25
Employees54th percentile among SIC peers · 8/15
LiquidityCurrent ratio 3.58× · 20/20
Longevity6 years trading (max 15) · 6/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength14/25 pts

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

Employees8/15 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.

Longevity6/15 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

£19k

Balance sheet strength

Cash

£282

Cash in the bank

Net Current Assets

£19k

Working capital

Current Assets

£26k

Current Liabilities

£7k

Fixed Assets

£361

Debtors

£26k

1avg. employees
Prepared with VT Final Accounts

EstimatesDerived

YearCurrent RatioImplied Profit
20263.58+£15k
20251.66-£2k
20241.55-£16k
20232.43

Derived from filed accounts. Not audited figures.