Company Overview
Ian Cockbain Wealth Management Limited is listed at the official companies registry as Active Private Limited Company. The company was incorporated on Friday 17 January 2003, so this is a well established company. Ian Cockbain Wealth Management Limited has been in business for 23 years and 2 months. The accounts status is audit exemption subsidiary and the accounts are next due on Wednesday 30 September 2026.
Registered Address

1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP
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Companies House Data
Company NameIAN COCKBAIN WEALTH MANAGEMENT LIMITED
Company Number04639701
Registered Office Address1 Tetbury Road
 GL7 1FP
Company CategoryPrivate Limited Company
Company StatusActive
Country of OriginUnited Kingdom
Incorporation Date17/01/2003
Accounting Reference Date Day31
Accounting Reference Date Month12
Accounts Next Due Date30/09/2026
Accounts Last Made Up Date31/12/2024
Accounts Account CategoryAUDIT EXEMPTION SUBSIDIARY
Returns Next Due Date14/02/2017
Returns Last Made Up Date17/01/2016
Previous Company NameChanged Date
IAN COCKBAIN ESTATE PLANNING SERVICES LIMITED12 Jun 2012
Directors & Members
Show Resigned
Jonathan Claridge - Director
(British, 44 years old, born December 1982)
Appointed 30 November 2023
 Active
Stephen O'donnell - Director
(British, 57 years old, born July 1969)
Appointed 30 November 2023
 Active
St. James's Place Corporate Secretary Limited - Secretary
Appointed 30 November 2023
 Active
Secretaries
Show Resigned
St. James's Place Corporate Secretary Limited - Secretary
Appointed 30 November 2023
 Active
Other Company Directorships
Jonathan Claridge
CHELTENHAM LIDO LIMITED
CHELTENHAM LIDO TRADING LIMITED
EDWARDS WEALTH LTD
FORTURA FINANCIAL PARTNERS LIMITED
FUTURE PROOF LIMITED
JEREMY BARRETT LIMITED
LEWINGTON WEALTH MANAGEMENT LIMITED
LUDIAN FINANCIAL PLANNING LIMITED
PORTBURY WEALTH MANAGEMENT LIMITED
REFLECT FINANCIAL LIMITED
THOMPSON PRIVATE CLIENTS LIMITED
Stephen O'donnell
No companies found
Balance Sheet Unlock full report
Accounts Date 31-Dec-2024 31-Jul-2019 31-Jul-2018
Balance Sheet
Fixed Assets 4,086,089 4,086,089 1,917,490
Current Assets 106,361 106,361 252,646
Creditors Due Within One Year 1,308,720 1,308,720 1,887,291
Working Cap -1,202,359 -1,202,359 -1,634,645
Total Assets Less Current Liabilities 2,883,730 2,883,730 282,845
Long-term Liabilities 2,912,353 2,912,353 130,600
Net Assets -28,623 -28,623 152,245
Share Capital & Reserves
Share Cap - - -
Profit & Loss Reserves - - -
Other Reserves - - -
Shareholders Funds -28,623 -28,623 152,245
Common Size Financial Analysis Unlock full report
Accounts Date 31-Dec-2024 31-Jul-2019 31-Jul-2018
Tangible Fixed Assets - - -
Fixed Assets 97.5% 97.5% 88.4%
Stocks Inventory - - -
Debtors 2.3% 2.3% 3.8%
Cash Bank In Hand 0.3% 0.3% 7.9%
Current Assets 2.5% 2.5% 11.6%
Creditors Due Within One Year 31.2% 31.2% 87.0%
Net Current Assets Liabilities -28.7% -28.7% -75.3%
Creditors Due After One Year - - -
Accruals Deferred Income - - -
Provisions For Liabilities Charges - - -
Net Assets Liabilities Including Pension Asset Liability - - -
Called Up Share Capital - - -
Share Capital Allotted Called Up Paid - - -
Profit Loss Account Reserve - - -
Shareholder Funds -0.7% -0.7% 7.0%
Capital Employed - - -
Total Assets Less Current Liabilities 68.8% 68.8% 13.0%
Financial Ratio Analysis Unlock full report
Accounts Date 31-Dec-2024 31-Jul-2019 31-Jul-2018
Liquidity Ratio 0.1 0.1 0.1
Solvency Ratio 1.0 1.0 1.1
Reserves to Assets - - -
Secured Creditors Unlock full report
Mortgages Charges 1
Mortgages Outstanding 0
Mortgages Part Satisfied 0
Mortgages Satisfied 1
Assets and Debt Analysis Unlock full report
Accounts Date 31-Dec-2024 31-Jul-2019 31-Jul-2018
Assets 4,192,450 4,192,450 2,170,136
Debt 4,221,073 4,221,073 2,017,891
Net Assets/Debt -28,623 -28,623 152,245

The following is based on the accounts data presented in this report sourced from Companies House, however the company has filed later accounts. Our analysis of the latest account can be viewed by unlocking our full report.

Current debt exceeded short term liquid assets as at the balance sheet date. We would normally view this in the context of other profitability and solvency indicators. Total reserves including retained profitability and movement in reserves has some deficiency. The balance sheet net assets figure is negative.

Unlock full report  The following is based on the accounts data presented in this report sourced from Companies House, however the company has filed later accounts. Our analysis of the latest account can be viewed by unlocking our full report.Current debt exceeded short term liquid assets as at the balance sheet date. We would normally view this in the context of other profitability and solvency indicators. Total reserves including retained profitability and movement in reserves has some deficiency. The balance sheet net assets figure is negative.   The following is based on the accounts data presented in this report sourced from Companies House, however the company has filed later accounts. Our analysis of the latest account can be viewed by unlocking our full report.Current debt exceeded short term liquid assets as at the balance sheet date. We would normally view this in the context of other profitability and solvency indicators. Total reserves including retained profitability and movement in reserves has some deficiency. The balance sheet net assets figure is negative.

This review of public record balance sheet and company status information is presented under the terms of Open Government Licence and is for informational purposes only, is general in nature, and is not intended as an opinion or advice for any specific circumstances. The commentary and the colour band score is not a credit rating or credit risk assessment.

This review does not constitute a full credit rating or credit risk assessment based on the full analysis and credit score algorithms used in our credit reports. A full credit report may also provide information relating to trade payment history and county court or court judgments if any.

Public Record Information Unlock full report
Exact Court Judgements
Period of Months Last 12m 13-24m 25-36m 37-48m 49-60m 61-72m
Number of Exact CCJS X Y Y X X Y
Value of Exact CCJS YXY YK S S X KX
Supplier Credit Limits Unlock full report
Date Sector Notified Amount Terms
XK-SXY XKXYXK SXSKXYXK £X,000 XS XYSKS
SK-SYY SKXYXKYKKY KSXX KKXXYXS £YY,000 YS XYSKS SK YXXSXS
YK-SXY XKXYXYYK SXSXYXK £SX,000 XS XYSKS
Payment Records Unlock full report
Payment Records from it's suppliers' company ledger show how a company is paying its suppliers

Payment Analysis

Total Invoices Paid Before
30 days due		 Paid After
30 days due		 Owing Before
30 days due		 Owing after
30 days due
XYX SX K YX X
Company Valuation Analysis Unlock full report

Going Concern Valuation

The going concern valuations value the company on the basis that it continues to trade without the threat of liquidation for the foreseeable future. These valuations are primarily profit and cashflow based.

Valuations Valuation Measures
Estimated High Value £XSI,000 Retained Profit £YX,000
Estimated Mid Value £YY,000 EBIT £SY,000
Estimated Low Value £X,000 EBITDA £SSX,000

Liquidation Valuation

The liquidaton valuation values the company as if it were to cease trading and assets were subject to rapid disposal to cover liabilities. This valuation is primarily asset based.

Valuations Valuation Measures
Estimated High Value £XY,000 Total Assets £XIX,000
Estimated Mid Value £Y,000 Net Assets £YX,000
Estimated Low Value £S,000 Tangible Equity £SX,000

The above valuations are based on our own algorithms and take no account of many factors that can influence actual valuations realized and should not therefore be assumed to be accurate.
Credit Status Checklist Unlock full report
Business Growth Please purchase a report to see true comments
EBITDA Purchase a report to see true comments
Dividends Please purchase a report to see true comments about this company
Retained Profits Retained Profits for this company
Debt Interest Debt Interest for this company
Cash Flow Cash Flow for this company
CCJs CCJs for this company
Age of Company Age of Company for this company
Solvency Solvency for this company
Secured Creditors Secured Creditors for this company
Ownership Ownership for this company


First Report Score: (0-10) X
Financial Status Guide:
10 Very Strong
9 Strong
8 Very Good
7 Good
6 Above Average
5 Average
4 Below Average
3 Poor
2 Weak
1 Very Weak
0 Critical

Risk Score Trend

Risk Rating Unlock full report

This is the credit risk assessment used by one of the top UK credit reference agencies.

Risk Score (1-100) X
Risk Band Description XXMXMXMX SISX
Risk Assessment Meeting of Creditors
Credit Rating XSKX
Altman Z Score Credit Risk Rating Unlock full report

There have been many bankruptcy predictors developed, however none has been so thoroughly tested and broadly accepted as the Altman Z-Score.

Z Score X
Risk Band XY
Risk Band Description The Z Score is not used for small companies where full accounts are not filed because profit and loss account items are required to calculate the score.

Z Score Bands

1 Low Risk 3.00 and above
2 Caution 2.63 - 2.99
3 Risk of Failure within 2 years 1.24 - 2.62
4 High Probability Failure Below 1.24
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ROWAN DARTINGTON TRUSTEES LIMITED
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LINDEN HOUSE GROUP LIMITED
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ST JAMES'S PLACE WEALTH MANAGEMENT (PCIS) LIMITED
St. James's Place House, 1 Tetbury Road, Cirencester, England, GL7 1FP
ST. JAMES'S PLACE DFM HOLDINGS LIMITED
ST. JAMES'S PLACE HOUSE, 1 TETBURY ROAD, CIRENCESTER, GLOUCESTERSHIRE, GL7 1FP
Document Filings
Confirmation statement made on 13 June 2025 with no updates
Consolidated accounts of parent company for subsidiary company period ending 31/12/24
Notice of agreement to exemption from audit of accounts for period ending 31/12/24
Audit exemption statement of guarantee by parent company for period ending 31/12/24
Confirmation statement made on 13 June 2024 with no updates
Termination of appointment of Matthew Quinn as a director on 15 February 2024
Memorandum and Articles of Association
Resolutions
Confirmation statement made on 17 January 2024 with updates
Appointment of Mr Stephen O'donnell as a director on 30 November 2023
Appointment of Mr Jonathan Peter Claridge as a director on 30 November 2023
Withdrawal of a person with significant control statement on 4 December 2023
Current accounting period extended from 31 July 2023 to 31 December 2023
Appointment of St. James's Place Corporate Secretary Limited as a secretary on 30 November 2023
Registered office address changed from 5 the Beacons School Lane Formby Liverpool Merseyside L37 3LN England to 1 Tetbury Road Cirencester Gloucestershire GL7 1FP on 4 December 2023
Termination of appointment of Lucy Emily Cockbain as a secretary on 30 November 2023
Notification of St. James's Place Acquisition Services Limited as a person with significant control on 30 November 2023
Confirmation statement made on 17 January 2023 with no updates
Notification of a person with significant control statement
Termination of appointment of Ian Cockbain as a director on 2 September 2022
Appointment of Mr Matthew Quinn as a director on 21 September 2022
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