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Breese Wealth Management Limited

14784303

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

8 Camberwell Way, Doxford International Business Park, Sunderland, SR3 3XN
Incorporated 06/04/2023

Compliance

Last accounts

18/02/2026

total exemption full

Next accounts due

18/11/2027

On track

Confirmation statement

Last: 13/10/2025

Due 27/10/2026

On track

Industry

70221
Financial management

Officers

Mr Lawrence Rushton Breese

director · Since 18/02/2026

BRITISH · ENGLAND · Age 37

Mr Matthew Bell

director · Since 18/02/2026

BRITISH · ENGLAND · Age 49

Also on 23 other boards

Fairstone Group Limited

director · Since 18/02/2026

BRITISH

Also on 27 other boards

Miss Lisa Winters

director · Since 18/02/2026

BRITISH · ENGLAND · Age 43

Also on 18 other boards

Matthew Bell

director · Since 18/02/2026

British · England · Age 49

Lawrence Rushton Breese

director · Since 18/02/2026

British · England · Age 37

Lisa Winters

director · Since 18/02/2026

British · England · Age 43

Fairstone Group Limited

corporate director · Since 18/02/2026

Reg: 06599555

Also on 27 other boards

Former

Lawrence Rushton Breese

director · Resigned 18/02/2026

Persons with Significant Control

Prosperity Wealth Limited

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

2nd Floor Quay House, Waterfront Way, Brierley Hill, DY5 1XD

Reg: 07328064 · Companies House Register · Private Company Limited By Shares

Notified 18/02/2026

Former PSCs

Mrs Alexandra Breese

Ceased 18/02/2026

Mr Lawrence Rushton Breese

Ceased 18/02/2026

Change History

officer appointedBELL, Matthew
2026-08-07
officer appointedBREESE, Lawrence Rushton
2026-08-07
officer appointedWINTERS, Lisa
2026-08-07
officer appointedFAIRSTONE GROUP LIMITED
2026-08-07
statusactive
2026-08-07

Active

typeltd
2026-08-07

Private Limited Company

address line18 Camberwell Way
2026-08-07

8 CAMBERWELL WAY

post townSunderland
2026-08-07

SUNDERLAND

CompanyRankvs 9572+ SIC 70221 peers
45

Financial strength15th percentile among SIC peers · 4/25
Employees74th percentile among SIC peers · 11/15
LiquidityCurrent ratio 1× · 12/20
Longevity3 years trading (max 15) · 3/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength4/25 pts

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

Employees11/15 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.

Longevity3/15 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 18/02/2026

Net Worth

£1

Balance sheet strength

Cash

£100

Cash in the bank

Net Current Assets

£1

Working capital

Current Assets

£20k

Current Liabilities

£20k

Debtors

£20k

2avg. employees-1

Balance Sheet

Assets less current liabilities£1
Signed by Mr Lawrence Breese 15/04/2026Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent Ratio
20261.00
20250.98
20240.69

Derived from filed accounts. Not audited figures.