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Self Financial Planners Limited

01333235

active
Private Limited Company
england wales
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

48 CYGNET COURT, STRATFORD-UPON-AVON, CV37 9NW
Incorporated 10/10/1977

Compliance

Last accounts

31/03/2025

total exemption full

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 09/07/2025

Due 23/07/2026

On track

Industry

66190
Other activities auxiliary to financial services
66290
Other activities auxiliary to insurance and pension funding

Officers

Mr William Roger James Self

director · Since 03/03/2000

CHARTERED FINANCIAL PLANNER

BRITISH · ENGLAND · Age 57

Mr Victor Geoffrey Flavell Matts

director · Since 04/07/2022

SOLICITOR

BRITISH · ENGLAND · Age 71

Also on 13 other boards

Miss Lesley Ann Mcleod

secretary · Since 03/01/2023

Persons with Significant Control

Mr William Roger James Self

25–50% shares

British · England · Age 57

48, Cygnet Court, Stratford-Upon-Avon, CV37 9NW

Notified 06/04/2016

Former PSCs

Lrs (Elm Court) Limited

Ceased 11/11/2020

CompanyRankvs 2078+ SIC 66190 peers
63

Financial strength43th percentile among SIC peers · 11/25
Employees15th percentile among SIC peers · 2/15
LiquidityCurrent ratio 3.58× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength11/25 pts

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

Employees2/15 pts

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

Liquidity20/20 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 31/03/2025

Net Worth

£852

Balance sheet strength

Cash

£632k

Cash in the bank

Net Current Assets

£463k

Working capital

Current Assets

£642k

Current Liabilities

£179k

Fixed Assets

£7k

Debtors

£10k

Profit After Tax

£274k

0avg. employees-7

Tax at Year End

Dividends paid£85k

Balance Sheet

Assets less current liabilities£470k
Prepared with CCH Software

EstimatesDerived

YearCurrent Ratio
20253.58
20246.43
20234.35
20222.65

Derived from filed accounts. Not audited figures.