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Aurea Financial Planning Limited

01327039

active
Private Limited Company
england wales
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

ROOM 239, REGUS STUART HOUSE, PETERBOROUGH, PE1 5DD
Incorporated 25/08/1977

Compliance

Last accounts

30/06/2025

micro entity

Next accounts due

31/03/2027

On track

Confirmation statement

Last: 05/08/2025

Due 19/08/2026

On track

Industry

64999
Other financial service activities

Officers

Helen Woolgar Bowles

secretary · Since 01/04/1999

ADMINISTRATOR

BRITISH · ENGLAND · Age 50

Also on 1 other board

Helen Woolgar Bowles

director · Since 01/04/1999

ADMINISTRATOR

BRITISH · ENGLAND · Age 50

Also on 1 other board

Mrs Rebecca Jane Taylor

director · Since 20/07/2004

INDEPENDENT FINANCIAL ADVISER

BRITISH · ENGLAND · Age 51

Persons with Significant Control

Mrs Rebecca Jane Taylor

25–50% shares
25–50% votes

British · England · Age 51

Room 239, Regus, Stuart House, Peterborough, PE1 5DD

Notified 06/04/2016

Ms Helen Woolgar-Bowles

25–50% shares
25–50% votes

British · England · Age 50

Room 239, Regus, Stuart House, Peterborough, PE1 5DD

Notified 06/04/2016

Charges0 outstanding

charge
satisfied

LLOYDS TSB BANK PLC

Created 19/09/2003Registered 27/09/2003Satisfied 21/04/2026
charge
satisfied

LLOYDS BANK PLC

Created 29/06/1984Registered 20/07/1984Satisfied 21/04/2026
charge
satisfied

LLOYDS BANK LTD

Created 21/07/1982Registered 07/08/1982Satisfied 21/04/2026

CompanyRankvs 2616+ SIC 64999 peers
80

Financial strength80th percentile among SIC peers · 20/25
Employees92th percentile among SIC peers · 14/15
LiquidityCurrent ratio 1.98× · 16/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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2616Aurea Financial Planning Limited
76
How is this score calculated?
Financial strength20/25 pts

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

Employees14/15 pts

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

Liquidity16/20 pts

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

Longevity15/15 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 30/06/2025

Net Worth

£124k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£77k

Working capital

Current Assets

£157k

Current Liabilities

£79k

Fixed Assets

£47k

6avg. employees

Balance Sheet

Assets less current liabilities£124k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20251.98+£0
20251.98+£16k
20241.59+£18k
20232.66-£7k
20222.81-£2k
20214.38+£38k
20203.37+£4k
20192.51—

Derived from filed accounts. Not audited figures.