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City Financial Planning (Exeter) Limited

03606716

active
Private Limited Company
Companies House
Health Score
75 / 100

Some Concerns

25/30
Filing
10/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)

Details

3 PRINCES BUILDINGS, BATH, BA1 2ED
Incorporated 30/07/1998

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66190
Other activities auxiliary to financial services

Officers

Timothy Patrick Quirke

director · Since 12/11/2003

DIRECTOR

BRITISH · UNITED KINGDOM · Age 64

Also on 4 other boards

Mr Clive Swiggs

director · Since 23/04/2012

DIRECTOR

BRITISH · ENGLAND · Age 60

Mr Mark Robert Pearson

director · Since 15/10/2024

CCO

BRITISH · ENGLAND · Age 59

Also on 8 other boards

Mr Craig Webster

director · Since 15/10/2024

CEO

BRITISH · ENGLAND · Age 54

Mr Iain Alexander Valentine

director · Since 19/09/2025

DIRECTOR

BRITISH · ENGLAND · Age 64

Also on 1 other board

Persons with Significant Control

City Financial Planning Limited

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

3 Princes Buildings, George Street, Bath, BA1 2ED

Reg: 03224580 · Companies House · Private Company Limited By Shares

Notified 06/04/2016

Charges0 outstanding

Charge
satisfied

HSBC UK BANK PLC

Created 01/09/2021Registered 02/09/2021Satisfied 14/10/2024
charge
satisfied

HSBC BANK PLC

Created 03/09/2012Registered 05/09/2012Satisfied 21/06/2021
charge
satisfied

NATIONAL WESTMINSTER BANK PLC

Created 23/06/2005Registered 30/06/2005Satisfied 08/02/2013

CompanyRankvs 2425+ SIC 66190 peers
60

Financial strength63th percentile among SIC peers · 16/25
Employees93th percentile among SIC peers · 14/15
LiquidityNo balance sheet data · 0/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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2425City Financial Planning (Exeter) Limited
60
How is this score calculated?
Financial strength16/25 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.

Liquidity0/20 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 31/12/2023

Net Worth

£17k

Balance sheet strength

Cash

£96k

Cash in the bank

Net Current Assets

—

Working capital

Current Assets

—

Current Liabilities

£117k

Fixed Assets

£4k

Debtors

£35k

7avg. employees

Tax at Year End(2022)

Corp tax£37k

Balance Sheet

Intangible assets£0
Prepared with Silverfin

EstimatesDerived

YearCurrent RatioImplied Profit
2023—+£23k
2022—-£25k
2021—-£34k
2020—-£51k
20192.38-£28k
20182.65—

Derived from filed accounts. Not audited figures.