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Opesfidelio Financial Planning Limited

03672036

active
Private Limited Company
Companies House
Health Score
85 / 100

Healthy

25/30
Filing
20/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)

Details

UNIT 4, THE GRAIN STORE, MANOR FARM, DEVIZES, SN10 3LP
Incorporated 23/11/1998

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

94120
Activities of professional membership organisations

Officers

Mr James Leonard Pearcy Caldwell

director · Since 13/01/1999

INDEPENDENT FINANCIAL ADVISER

BRITISH · ENGLAND · Age 59

Also on 3 other boards

Mr Clive Raymond Tutton

secretary · Since 01/12/1999

INDEPENDENT FINANCIAL ADVISER

BRITISH · ENGLAND · Age 66

Also on 17 other boards

Mr Clive Raymond Tutton

director · Since 01/12/1999

INDEPENDENT FINANCIAL ADVISER

BRITISH · ENGLAND · Age 66

Also on 17 other boards

Persons with Significant Control

Mr Clive Raymond Tutton

25–50% shares
25–50% votes

British · England · Age 66

The Barn, 41a Glover Street, Over, CB24 5PQ

Notified 23/11/2016

Mr James Leonard Pearcy Caldwell

25–50% shares
25–50% votes

British · England · Age 59

Unit 4, The Grain Store, Manor Farm, Coate, Devizes, SN10 3LP

Notified 04/12/2017

CompanyRankvs 516+ SIC 94120 peers
73

Financial strength72th percentile among SIC peers · 18/25
Employees86th percentile among SIC peers · 13/15
LiquidityCurrent ratio 1.35× · 12/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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516Opesfidelio Financial Planning Limited
73
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.

Employees13/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity12/20 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

£25k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£7k

Working capital

Current Assets

£26k

Current Liabilities

£19k

Fixed Assets

£22k

4avg. employees-1

Balance Sheet

Assets less current liabilities£29k
Prepared with Sage Accounts Production Advanced 2024 - FRS102_2024

EstimatesDerived

YearCurrent RatioImplied Profit
20241.35-£2k
20232.06+£6k
20221.73-£7k
20213.23+£9k
20202.55—

Derived from filed accounts. Not audited figures.