Copestone Wealth Management Limited
13426924
Healthy
No risk factors detected.
Details
Compliance
Last accounts
31/03/2025
total exemption full
Next accounts due
31/12/2026
Confirmation statement
Last: 27/05/2025
Due 10/06/2026
Industry
Officers
director · Since 28/05/2021
FINANCIAL ADVISER
BRITISH · UNITED KINGDOM · Age 47
Also on 1 other board
director · Since 28/05/2021
FINANCIAL ADVISER
BRITISH · UNITED KINGDOM · Age 46
Also on 1 other board
director · Since 28/05/2021
CHARTERED FINANCIAL PLANNER
BRITISH · UNITED KINGDOM · Age 49
Also on 1 other board
director · Since 28/05/2021
CHARTERED ACCOUNTANT
BRITISH · ENGLAND · Age 63
Also on 12 other boards
Persons with Significant Control
Copestone Group Limited
Acre House, 11/15 William Road, London, NW1 3ER
Reg: 13426525 · Companies House · Limited By Shares
Notified 28/05/2021
CompanyRankvs 4756+ SIC 64999 peers75
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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 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
Tax at Year End
Balance Sheet
EstimatesDerived
| Year | Current Ratio | Implied Profit |
|---|---|---|
| 2025 | 1.56 | +£0 |
| 2025 | 1.56 | +£71k |
| 2024 | 0.81 | +£58k |
| 2023 | 1.36 | — |
| 2022 | 0.49 | — |
Derived from filed accounts. Not audited figures.