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Financial Planning (Wales) Ltd

03663826

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

21 GOLD TOPS, NEWPORT, NP20 4PG
Incorporated 06/11/1998

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

82990
Other business support service activities

Officers

Mr Andrew James Chorley

secretary · Since 29/06/2001

FINANCIAL ADVISER

BRITISH · WALES · Age 51

Also on 1 other board

Mr Andrew James Chorley

director · Since 09/10/2002

INDEPENDENT FINANCIAL ADVISER

BRITISH · WALES · Age 51

Also on 1 other board

Persons with Significant Control

Mr Andrew James Chorley

50–75% shares
25–50% votes

British · Wales · Age 51

The Leys, Glasllwch Lane, Newport, NP20 3PR

Notified 06/04/2016

Former PSCs

Mr Alan Tudor Coombs

Ceased 26/03/2023

CompanyRankvs 6251+ SIC 82990 peers
82

Financial strength70th percentile among SIC peers · 18/25
Employees91th percentile among SIC peers · 14/15
LiquidityCurrent ratio 2.39× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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6251Financial Planning (Wales) Ltd
82
How is this score calculated?
Financial strength18/25 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 30/06/2025

Net Worth

£20k

Balance sheet strength

Cash

£43k

Cash in the bank

Net Current Assets

£57k

Working capital

Current Assets

£98k

Current Liabilities

£41k

Debtors

£29k

5avg. employees+1

Balance Sheet

Assets less current liabilities£57k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20252.39+£0
20242.54+£0
20232.97—

Derived from filed accounts. Not audited figures.