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Aisa Financial Planning Limited

03621676

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)
  • Current liabilities exceed current assets (-10)

Details

UNIT 5, THE GRAIN STORE, MANOR FARM, DEVIZES, SN10 3LP
Incorporated 25/08/1998

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr James Leonard Pearcy Caldwell

director · Since 13/01/1999

INDEPENDENT FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 59

Also on 3 other boards

Mr Clive Raymond Tutton

director · Since 13/01/1999

DIRECTOR

BRITISH · ENGLAND · Age 66

Also on 17 other boards

Mr Clive Raymond Tutton

secretary · Since 01/04/1999

INDEPENDENT FIANCIAL ADVISOR

BRITISH · ENGLAND · Age 66

Also on 17 other boards

Persons with Significant Control

Mr Clive Raymond Tutton

25–50% shares
25–50% votes
Significant control

British · England · Age 66

41a, Glover Street, Cambridge, CB24 5PQ

Notified 06/04/2016

Mr James Leonard Douglas Pearcy-Caldwell

50–75% votes

British · England · Age 59

Unit 5, The Grain Store, Manor Farm, Coate, Devizes, SN10 3LP

Notified 06/04/2016

CompanyRankvs 471+ SIC 64999 peers
86

Financial strength86th percentile among SIC peers · 22/25
Employees96th percentile among SIC peers · 14/15
LiquidityCurrent ratio 3.87× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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471Aisa Financial Planning Limited
86
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.

Employees14/15 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 30/11/2024

Net Worth

£237k

Balance sheet strength

Cash

£177k

Cash in the bank

Net Current Assets

£226k

Working capital

Current Assets

£305k

Current Liabilities

£79k

Fixed Assets

£14k

Debtors

£90k

10avg. employees

Balance Sheet

Assets less current liabilities£240k
Prepared with Sage Accounts Production Advanced 2024 - FRS102_2024

EstimatesDerived

YearCurrent RatioImplied Profit
20243.87-£1k
20235.71-£48k
20226.56+£40k
20215.19—

Derived from filed accounts. Not audited figures.