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Sustainable Wealth Management Ltd

13327422

active
ltd
england wales
Companies House
Health Score
90 / 100

Healthy

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

No risk factors detected.

Details

5 Brooklands Place, Brooklands Road, Sale, M33 3SD
Incorporated 12/04/2021

Compliance

Last accounts

30/04/2025

micro entity

Next accounts due

31/01/2027

On track

Confirmation statement

Last: 20/08/2025

Due 03/09/2026

On track

Industry

64999
Other financial service activities

Officers

Mr Jonathan David Hall

director · Since 12/04/2021

IFA

BRITISH · UNITED KINGDOM · Age 54

Also on 1 other board

Mr Aidan Vere Upton

director · Since 01/09/2021

DIRECTOR

BRITISH · ENGLAND · Age 63

Also on 1 other board

Mr David John Rogers

director · Since 05/02/2024

DIRECTOR

BRITISH · ENGLAND · Age 51

Also on 1 other board

Jonathan David Hall

director · Since 12/04/2021

British · United Kingdom · Age 54

Aidan Vere Upton

director · Since 01/09/2021

British · England · Age 63

David John Rogers

director · Since 05/02/2024

British · England · Age 51

Persons with Significant Control

Mr Jonathan David Hall

25–50% shares
25–50% votes

British · United Kingdom · Age 54

5 Brooklands Place, Brooklands Road, Sale, M33 3SD

Notified 12/04/2021

Mr Aidan Vere Upton

25–50% shares
25–50% votes

British · England · Age 63

5 Brooklands Place, Brooklands Road, Sale, M33 3SD

Notified 20/05/2025

Mr David John Rogers

25–50% shares
25–50% votes

British · England · Age 51

5 Brooklands Place, Brooklands Road, Sale, M33 3SD

Notified 20/08/2025

Former PSCs

Mr Aidan Vere Upton

Ceased 05/02/2024

Mr Antonios Ioannides

Ceased 05/02/2024

Change History

officer appointedHALL, Jonathan David
2026-06-17
officer appointedROGERS, David John
2026-06-17
officer appointedUPTON, Aidan Vere
2026-06-17
statusactive
2026-06-17

Active

post townSale
2026-06-17

SALE

typeltd
2026-06-17

Private Limited Company

address line15 Brooklands Place
2026-06-17

5 BROOKLANDS PLACE

CompanyRankvs 6893+ SIC 64999 peers
65

Financial strength78th percentile among SIC peers · 20/25
Employees86th percentile among SIC peers · 13/15
LiquidityCurrent ratio 1.29× · 12/20
Longevity5 years trading (max 15) · 5/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength20/25 pts

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

Employees13/15 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.

Longevity5/15 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 30/04/2025

Net Worth

£97k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£19k

Working capital

Current Assets

£83k

Current Liabilities

£65k

Fixed Assets

£158k

4avg. employees+1

Balance Sheet

Assets less current liabilities£177k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20251.29+£34k
202417.69+£7k
20232.91+£42k
20221.68

Derived from filed accounts. Not audited figures.