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Jackson Financial Planning Limited

01796324

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

TUBWELL FARM, CROWBOROUGH, TN6 3RQ
Incorporated 01/03/1984

Compliance

Last accounts

31/03/2025

total exemption full

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 18/06/2025

Due 02/07/2026

On track

Industry

66220
Activities of insurance agents and brokers

Officers

Director Simon Charles Munday

director · Since 24/09/2025

COMPANY DIRECTOR

BRITISH · ENGLAND · Age 48

Also on 2 other boards

Persons with Significant Control

Prosperity Ifa Limited

75–100% shares
75–100% votes
Appoint directors

Tubwell Farm, Tubwell Lane, Crowborough, TN6 3RQ

Reg: 07538346 · Companies House · Private Limited Company

Notified 24/09/2025

Former PSCs

Mrs Diane Ruth Jackson

Ceased 24/09/2025

Mr Robert Antony Jackson

Ceased 24/09/2025

CompanyRankvs 478+ SIC 66220 peers
80

Financial strength87th percentile among SIC peers · 22/25
Employees55th percentile among SIC peers · 8/15
LiquidityCurrent ratio 6.74× · 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.

Employees8/15 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

£266k

Balance sheet strength

Cash

£148k

Cash in the bank

Net Current Assets

£258k

Working capital

Current Assets

£303k

Current Liabilities

£45k

Fixed Assets

£11k

Debtors

£155k

Profit After Tax

£119k

2avg. employees

Tax at Year End

Dividends paid£71k

Balance Sheet

Assets less current liabilities£269k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20256.74+£48k
20246.02+£87k
20232.47+£18k
20223.16+£87k
20211.43+£47k
20200.59

Derived from filed accounts. Not audited figures.