Back to search

Lewis Financial Planning & Wealth Management Ltd

13875627

active
Private Limited Company
england wales
Companies House
Health Score
88 / 100

Healthy

30/30
Filing
20/30
Financial
38/40
Risk
  • 1 outstanding charge (-2)

Details

12 CATHEDRAL ROAD, CARDIFF, CF11 9LJ
Incorporated 27/01/2022

Compliance

Last accounts

31/03/2025

total exemption full

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 26/01/2026

Due 09/02/2027

On track

Industry

66290
Other activities auxiliary to insurance and pension funding

Officers

Mr Gareth John Lewis

director · Since 27/01/2022

DIRECTOR

BRITISH · WALES · Age 51

Persons with Significant Control

Mr Gareth John Lewis

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

British · Wales · Age 51

12, Cathedral Road, Cardiff, CF11 9LJ

Notified 27/01/2022

Charges1 outstanding

Charge
outstanding

OPENWORK SERVICES LIMITED

Created 03/08/2022Registered 12/08/2022

CompanyRankvs 1392+ SIC 66290 peers
41

Financial strength73th percentile among SIC peers · 18/25
Employees80th percentile among SIC peers · 12/15
LiquidityCurrent ratio 0.13× · 2/20
Longevity4 years trading (max 15) · 4/15
Filing complianceAll filings up to date · 15/15
Outstanding charges -10
Show leaderboard
How is this score calculated?
Financial strength18/25 pts

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

Employees12/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity2/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity4/15 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.

Risk deductions

Outstanding charges: -10 pts

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

£65k

Balance sheet strength

Cash

£19k

Cash in the bank

Net Current Assets

-£258k

Working capital

Current Assets

£38k

Current Liabilities

£296k

Fixed Assets

£443k

Debtors

£19k

3avg. employees

Balance Sheet

Intangible assets£440k
Assets less current liabilities£186k
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20250.13-£4k
20240.21+£11k
20230.48

Derived from filed accounts. Not audited figures.