Back to search

Chapelwood Financial Planning Limited

04157516

active
Private Limited Company
england wales
Companies House
Health Score
90 / 100

Healthy

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

No risk factors detected.

Details

CORDES HOUSE, NEWPORT, NP20 5FA
Incorporated 09/02/2001

Compliance

Last accounts

31/03/2025

total exemption full

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 09/02/2026

Due 23/02/2027

On track

Industry

64999
Other financial service activities

Officers

Mr Peter Norman Bassage

secretary · Since 09/02/2001

FINANCIAL CONSULTANT

BRITISH · UNITED KINGDOM · Age 57

Also on 2 other boards

Mr Peter Norman Bassage

director · Since 09/02/2001

FINANCIAL CONSULTANT

BRITISH · UNITED KINGDOM · Age 57

Also on 2 other boards

Mr Kenneth Bassage Morgan

director · Since 09/02/2001

FINANCIAL CONSULTANT

BRITISH · UNITED KINGDOM · Age 55

Persons with Significant Control

Mr Peter Norman Bassage

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

British · United Kingdom · Age 57

22 Rosecroft Drive, Langstone, Newport, NP18 2LQ

Notified 06/04/2016

Mr Kenneth Bassage Morgan

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

British · United Kingdom · Age 55

3 Silure Way, Langstone, Newport, NP18 2NU

Notified 06/04/2016

CompanyRankvs 3977+ SIC 64999 peers
76

Financial strength63th percentile among SIC peers · 16/25
Employees93th percentile among SIC peers · 14/15
LiquidityCurrent ratio 1.84× · 16/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Show leaderboard
1Atlanta Trust Limited
90
2Bishopsgate Corporate Finance Limited
90
3M.W. Beer & Co. Limited
90
4Mirabaud Asset Management Limited
90
5Chelsea Financial Services Plc
90
6Gee & Watson Wealth Management Limited
90
7Yfm Private Equity Limited
90
8South West Investment Group Limited
90
9Dowgate Capital Limited
90
10Greystone Financial Services Limited
90
3977Chapelwood Financial Planning Limited
72
How is this score calculated?
Financial strength16/25 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.

Liquidity16/20 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

£20k

Balance sheet strength

Cash

£621

Cash in the bank

Net Current Assets

£41k

Working capital

Current Assets

£90k

Current Liabilities

£49k

Fixed Assets

£4k

Debtors

£46k

7avg. employees

Tax at Year End(2024)

Corp tax£20k

Balance Sheet

Assets less current liabilities£44k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20251.84+£149
20241.54-£40k
20232.28—

Derived from filed accounts. Not audited figures.