Sustainable Wealth Management Ltd
13327422
Healthy
No risk factors detected.
Details
Compliance
Last accounts
30/04/2025
micro entity
Next accounts due
31/01/2027
Confirmation statement
Last: 20/08/2025
Due 03/09/2026
Industry
Officers
director · Since 12/04/2021
IFA
BRITISH · UNITED KINGDOM · Age 54
Also on 1 other board
director · Since 01/09/2021
DIRECTOR
BRITISH · ENGLAND · Age 63
Also on 1 other board
director · Since 05/02/2024
DIRECTOR
BRITISH · ENGLAND · Age 51
Also on 1 other board
Persons with Significant Control
Mr Jonathan David Hall
British · United Kingdom · Age 54
5 Brooklands Place, Brooklands Road, Sale, M33 3SD
Notified 12/04/2021
Mr Aidan Vere Upton
British · England · Age 63
5 Brooklands Place, Brooklands Road, Sale, M33 3SD
Notified 20/05/2025
Mr David John Rogers
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
Active
SALE
Private Limited Company
5 BROOKLANDS PLACE
CompanyRankvs 6893+ SIC 64999 peers65
Show leaderboard
How is this score calculated?
Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.
Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.
Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.
One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.
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
Balance Sheet
EstimatesDerived
| Year | Current Ratio | Implied Profit |
|---|---|---|
| 2025 | 1.29 | +£34k |
| 2024 | 17.69 | +£7k |
| 2023 | 2.91 | +£42k |
| 2022 | 1.68 | — |
Derived from filed accounts. Not audited figures.