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The Levels Financial (Devon) Limited

15837699

active
ltd
england wales
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Negative net worth (-10)

Details

3 Marco Polo House, Cook Way, Taunton, TA2 6BJ
Incorporated 15/07/2024

Compliance

Last accounts

31/03/2025

micro entity

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 14/07/2025

Due 28/07/2026

On track

Industry

64999
Other financial service activities

Officers

Connor James Fitzgerald

director · Since 15/07/2024

British · England · Age 33

Thomas James Horsey

director · Since 15/07/2024

British · England · Age 33

Michelle Geraldine Martin

director · Since 15/07/2024

British · England · Age 38

Persons with Significant Control

T&L Horsey Limited

25–50% shares
25–50% votes
Appoint directors

3 Marco Polo House, Cook Way, Taunton, TA2 6BJ

Reg: 14311404 · Uk Register Of Companies · Private Company Limited By Shares

Notified 15/07/2024

Jamm Investments Ltd

25–50% shares
25–50% votes
Appoint directors

3 Marco Polo House, Cook Way, Taunton, TA2 6BJ

Reg: 15539074 · Uk Register Of Companies · Private Company Limited By Shares

Notified 15/07/2024

Fitzgerald Solutions Ltd

25–50% shares
25–50% votes
Appoint directors

3 Marco Polo House, Cook Way, Taunton, TA2 6BJ

Reg: 11862085 · Uk Register Of Companies · Private Company Limited By Shares

Notified 15/07/2024

Change History

statusactive
2026-06-08

Active

typeltd
2026-06-08

Private Limited Company

address line13 Marco Polo House
2026-06-08

3 MARCO POLO HOUSE

post townTaunton
2026-06-08

TAUNTON

officer appointedFITZGERALD, Connor James
2026-06-08
officer appointedHORSEY, Thomas James
2026-06-08
officer appointedMARTIN, Michelle Geraldine
2026-06-08

CompanyRankvs 19834+ SIC 64999 peers
33

Financial strength8th percentile among SIC peers · 2/25
Employees80th percentile among SIC peers · 12/15
LiquidityCurrent ratio 0.22× · 2/20
Longevity2 years trading (max 15) · 2/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength2/25 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.

Longevity2/15 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

-£9k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

-£8k

Working capital

Current Assets

£2k

Current Liabilities

£11k

3avg. employees

Balance Sheet

Assets less current liabilities-£8k
Signed by Mr Thomas Horsey 17 December 2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent Ratio
20250.22

Derived from filed accounts. Not audited figures.