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Optimum Path Financial Planning Limited

01377493

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

4 BROOK PARK GADDESBY LANE, LEICESTER, LE7 4ZB
Incorporated 07/07/1978

Compliance

Last accounts

31/03/2025

total exemption full

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 10/07/2025

Due 24/07/2026

On track

Industry

74909
Other professional, scientific and technical activities

Officers

Mr Alasdair Jon Walker

director · Since 14/02/2014

FINANCIAL PLANNER

BRITISH · ENGLAND · Age 37

Also on 3 other boards

Mrs Melissa Walker

secretary · Since 21/02/2025

Also on 3 other boards

Mrs Melissa Walker

director · Since 21/02/2025

DIRECTOR

BRITISH · ENGLAND · Age 41

Also on 3 other boards

Persons with Significant Control

Optimum Path Holdings Ltd

75–100% shares
75–100% votes

4 Brook Park, Gaddesby Lane, Rearsby, LE7 4ZB

Reg: 03401574 · England And Wales · Private Company Limited By Shares

Notified 31/01/2025

Former PSCs

Mr James Crawford Aitkenhead

Ceased 31/01/2025

Charges0 outstanding

Charge
satisfied

THE TRUSTEES OF THE HUNTER AITKENHEAD & WALKER LIMITED SELF ADMINISTERED PENSION SCHEME

Created 07/12/2022Registered 21/12/2022Satisfied 20/01/2025
charge
satisfied

TSB BANK PLC.

Created 08/03/1990Registered 10/03/1990Satisfied 30/06/2000

CompanyRankvs 835+ SIC 74909 peers
87

Financial strength88th percentile among SIC peers · 22/25
Employees97th percentile among SIC peers · 15/15
LiquidityCurrent ratio 2.02× · 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 strength22/25 pts

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

Employees15/15 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

£151k

Balance sheet strength

Cash

£235k

Cash in the bank

Net Current Assets

£125k

Working capital

Current Assets

£249k

Current Liabilities

£123k

Fixed Assets

£26k

Debtors

£14k

13avg. employees+2

Balance Sheet

Assets less current liabilities£151k
Signed by 01377493 2024-04-01 2025-03-31 01377493 2025-03-31 01377493 bus:OrdinaryShareClass1 bus:Non-cumulativeNon-redeemableSharPrepared with Digita Accounts Production Advanced

EstimatesDerived

YearCurrent RatioImplied Profit
20252.02-£324k
20244.61-£6k
20235.24+£49k
20224.60+£26k
20215.58-£9k
20205.65+£32k
20194.86

Derived from filed accounts. Not audited figures.