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Abacus Wealth Planning Ltd.

02061670

active
Private Limited Company
england wales
Companies House
Health Score
88 / 100

Healthy

30/30
Filing
20/30
Financial
38/40
Risk
  • 1 outstanding charge (-2)

Details

18 ST. THOMAS ROAD, BRENTWOOD, CM14 4DB
Incorporated 06/10/1986

Compliance

Last accounts

31/03/2025

total exemption full

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 23/07/2025

Due 06/08/2026

On track

Industry

64999
Other financial service activities
65110
Life insurance
65300
65300

Officers

Mrs Joan Marion Moisey

secretary · Since 25/07/1992

ENGLISH · ENGLAND · Age 68

Also on 3 other boards

Mrs Joan Marion Moisey

director · Since 25/07/1992

SECRETARY/DIRECTOR

ENGLISH · ENGLAND · Age 68

Also on 3 other boards

Mr Adrian Pope Mila (Dip)

director · Since 23/03/2009

FINANCIAL ADVISER

ENGLISH · ENGLAND · Age 57

Mr Paul Stephen Moisey

director · Since 01/05/2024

FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 37

Persons with Significant Control

Mr Adrian Pope

25–50% shares

English · England · Age 57

18, St. Thomas Road, Brentwood, CM14 4DB

Notified 23/07/2016

Mr Paul Stephen Moisey

50–75% shares
50–75% votes

British · England · Age 37

18 St Thomas Road, Brentwood, CM14 4DB

Notified 01/05/2024

Former PSCs

Mrs Joan Marion Moisey

Ceased 30/04/2024

Charges1 outstanding

Charge
outstanding

NATIONAL WESTMINSTER BANK PLC

Created 03/03/2023Registered 07/03/2023

CompanyRankvs 2336+ SIC 64999 peers
67

Financial strength85th percentile among SIC peers · 21/25
Employees95th percentile among SIC peers · 14/15
LiquidityCurrent ratio 1.15× · 12/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Outstanding charges -10
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How is this score calculated?
Financial strength21/25 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.

Liquidity12/20 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.

Risk deductions

Outstanding charges: -10 pts

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

£217k

Balance sheet strength

Cash

£92k

Cash in the bank

Net Current Assets

£19k

Working capital

Current Assets

£140k

Current Liabilities

£122k

Fixed Assets

£453k

Debtors

£49k

9avg. employees+1

Balance Sheet

Assets less current liabilities£471k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20251.15+£31k
20241.29-£2k
20231.51+£6k
20223.00+£31k
20212.67+£31k
20202.17+£25k
20191.77+£40k
20171.33

Derived from filed accounts. Not audited figures.