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Moffatt Financial Planning Limited

03638891

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

SUITE 6 PARKWAY 2, PARKWAY BUSINESS CENTRE, MANCHESTER, M14 7LU
Incorporated 25/09/1998

Compliance

Last accounts

31/03/2025

total exemption full

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 17/08/2025

Due 31/08/2026

On track

Industry

66190
Other activities auxiliary to financial services

Officers

Mr Adam Paul Rowbottom

director · Since 22/10/2001

FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 52

Also on 2 other boards

Mr John Christopher Smith

director · Since 17/08/2011

FINANCIAL PLANNER

BRITISH · ENGLAND · Age 48

Also on 1 other board

Adam Paul Rowbottom

secretary · Since 06/04/2014

BRITISH

Persons with Significant Control

Mr Adam Paul Rowbottom

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

British · England · Age 52

Suite 6, Parkway 2, Parkway Business Centre, Manchester, M14 7LU

Notified 06/04/2016

CompanyRankvs 207+ SIC 66190 peers
85

Financial strength82th percentile among SIC peers · 21/25
Employees96th percentile among SIC peers · 14/15
LiquidityCurrent ratio 2.16× · 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 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.

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

£115k

Balance sheet strength

Cash

£193k

Cash in the bank

Net Current Assets

£110k

Working capital

Current Assets

£205k

Current Liabilities

£95k

Fixed Assets

£6k

Debtors

£12k

11avg. employees+1

Balance Sheet

Assets less current liabilities£116k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20252.16+£40k
20241.65-£63k
20233.00-£8k
20222.90-£97k
20214.72+£33k
20204.02+£22k
20193.58

Derived from filed accounts. Not audited figures.