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Albert Goodman Financial Planning Limited

02989819

active
Private Limited Company
Companies House
Health Score
85 / 100

Healthy

25/30
Filing
20/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)

Details

GOODWOOD HOUSE, TAUNTON, TA1 2PX
Incorporated 14/11/1994

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66190
Other activities auxiliary to financial services

Officers

Mrs Louise Claire Osborne

director · Since 21/04/2015

CHARTERED FINANCIAL PLANNER

BRITISH · ENGLAND · Age 43

Also on 1 other board

Claire Rosemary Musson

director · Since 01/05/2018

CHARTERED FINANCIAL PLANNER

BRITISH · UNITED KINGDOM · Age 58

Mr Michael Brian Seagrove

director · Since 01/05/2018

CHARTERED FINANCIAL PLANNER

BRITISH · UNITED KINGDOM · Age 62

Mr Iain Robert Mcvicar

director · Since 17/01/2019

ACCOUNTANT

BRITISH · UNITED KINGDOM · Age 57

Also on 8 other boards

Mrs Tanya Fitzgerald

secretary · Since 16/07/2020

Reme Dean Fox Holland

director · Since 07/11/2022

CHARTERED FINANCIAL PLANNER

BRITISH · UNITED KINGDOM · Age 43

Also on 1 other board

Joanne Clements

director · Since 06/06/2023

COMPLIANCE DIRECTOR

BRITISH · UNITED KINGDOM · Age 57

Calum Mark Butt

director · Since 29/04/2025

CHARTERED FINANCIAL PLANNER

BRITISH · UNITED KINGDOM · Age 33

Persons with Significant Control

Albert Goodman Llp

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

Goodwood House, Blackbrook Park Avenue, Taunton, TA1 2PX

Reg: Oc353677 · Albert Goodman · Llp

Notified 06/04/2016

CompanyRankvs 9090+ SIC 66190 peers
82

Financial strength83th percentile among SIC peers · 21/25
Employees99th percentile among SIC peers · 15/15
LiquidityCurrent ratio 1.57× · 16/20
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 strength21/25 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.

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 30/04/2020

Net Worth

£130k

Balance sheet strength

Cash

£83k

Cash in the bank

Net Current Assets

£130k

Working capital

Current Assets

£360k

Current Liabilities

£230k

Fixed Assets

£1k

Debtors

£277k

28avg. employees
Prepared with Digita Accounts Production Advanced 6.26.9041.0

EstimatesDerived

YearCurrent Ratio
20201.57

Derived from filed accounts. Not audited figures.