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Copestone Wealth Management Limited

13426924

active
Private Limited Company
england wales
Companies House
Health Score
90 / 100

Healthy

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

No risk factors detected.

Details

ACRE HOUSE, LONDON, NW1 3ER
Incorporated 28/05/2021

Compliance

Last accounts

31/03/2025

total exemption full

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 27/05/2025

Due 10/06/2026

On track

Industry

64999
Other financial service activities

Officers

Mr Alexander James Bessent

director · Since 28/05/2021

FINANCIAL ADVISER

BRITISH · UNITED KINGDOM · Age 47

Also on 1 other board

Mr Richard James Brand

director · Since 28/05/2021

FINANCIAL ADVISER

BRITISH · UNITED KINGDOM · Age 46

Also on 1 other board

Mr Russell Brooks

director · Since 28/05/2021

CHARTERED FINANCIAL PLANNER

BRITISH · UNITED KINGDOM · Age 49

Also on 1 other board

Mr Russell Nathan

director · Since 28/05/2021

CHARTERED ACCOUNTANT

BRITISH · ENGLAND · Age 63

Also on 12 other boards

Persons with Significant Control

Copestone Group Limited

75–100% shares
75–100% votes
Appoint directors

Acre House, 11/15 William Road, London, NW1 3ER

Reg: 13426525 · Companies House · Limited By Shares

Notified 28/05/2021

CompanyRankvs 4756+ SIC 64999 peers
75

Financial strength94th percentile among SIC peers · 24/25
Employees97th percentile among SIC peers · 15/15
LiquidityCurrent ratio 1.56× · 16/20
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 strength24/25 pts

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

Employees15/15 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.

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 31/03/2025

Net Worth

£924k

Balance sheet strength

Cash

£406k

Cash in the bank

Net Current Assets

£183k

Working capital

Current Assets

£511k

Current Liabilities

£329k

Fixed Assets

£2.1M

Debtors

£106k

12avg. employees

Tax at Year End

Corp tax£120k

Balance Sheet

Intangible assets£2.1M
Assets less current liabilities£2.3M
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20251.56+£0
20251.56+£71k
20240.81+£58k
20231.36
20220.49

Derived from filed accounts. Not audited figures.