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Yates Financial Planning Ltd

03653019

active
Private Limited Company
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

36 OULTON AVENUE, SALE, M33 2WA
Incorporated 20/10/1998

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66290
Other activities auxiliary to insurance and pension funding

Officers

Mr David Simon Williamson

director · Since 04/11/1998

INSURANCE BROKER

BRITISH · ENGLAND · Age 59

Also on 2 other boards

Mr David Simon Williamson

secretary · Since 13/09/2016

Also on 2 other boards

Mrs Joanne Melanie Williamson

director · Since 01/12/2023

DIRECTOR

BRITISH · ENGLAND · Age 55

Persons with Significant Control

Mr David Simon Williamson

ownership-of-shares-75-to-100-percent-as-firm
voting-rights-75-to-100-percent-as-firm
Appoint directors
Significant control

British · England · Age 59

36, Oulton Avenue, Sale, M33 2WA

Notified 13/09/2016

CompanyRankvs 298+ SIC 66290 peers
76

Financial strength68th percentile among SIC peers · 17/25
Employees62th percentile among SIC peers · 9/15
LiquidityCurrent ratio 3.01× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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298Yates Financial Planning Ltd
76
How is this score calculated?
Financial strength17/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees9/15 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 31/12/2025

Net Worth

£40k

Balance sheet strength

Cash

£56k

Cash in the bank

Net Current Assets

£38k

Working capital

Current Assets

£57k

Current Liabilities

£19k

Fixed Assets

£2k

Debtors

£896

2avg. employees

Tax at Year End(2023)

Corp tax£8k

Director Loans(2023)

Company owes directors£3k

Balance Sheet

Assets less current liabilities£40k
Signed by Mr David Williamson 3 February 2026Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20253.01+£11k
20242.55+£5k
20232.54+£13k
2022—+£0
2021—+£0
2020—+£0
2019—+£0
2018—+£0

Derived from filed accounts. Not audited figures.