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Trillium Financial Planning Ltd.

04158423

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

7A ALKMAAR WAY, NORWICH, NR6 6BF
Incorporated 12/02/2001

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66220
Activities of insurance agents and brokers

Officers

Mr Antony Peter Howard

director · Since 31/10/2022

DIRECTOR

BRITISH · ENGLAND · Age 53

Also on 3 other boards

Mr Jason Richard Howard Ba Hons

director · Since 31/10/2022

DIRECTOR

BRITISH · ENGLAND · Age 55

Also on 29 other boards

Persons with Significant Control

Insight Financial Associates Limited

75–100% shares
75–100% votes
Appoint directors

Insight House, 7a, Alkmaar Way, Norwich, NR6 6BF

Reg: 05054886 · England And Wales · Private Limited Company

Notified 31/10/2022

Former PSCs

Mr David Adrian Taylor

Ceased 31/10/2022

Charges0 outstanding

charge
satisfied

LLOYDS TSB BANK PLC

Created 24/05/2001Registered 26/05/2001Satisfied 02/03/2013

CompanyRankvs 1497+ SIC 66220 peers
69

Financial strength69th percentile among SIC peers · 17/25
Employees12th percentile among SIC peers · 2/15
LiquidityCurrent ratio 2.04× · 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 strength17/25 pts

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

Employees2/15 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 31/08/2024

Net Worth

£43k

Balance sheet strength

Cash

£26k

Cash in the bank

Net Current Assets

£43k

Working capital

Current Assets

£84k

Current Liabilities

£41k

Fixed Assets

£0

Debtors

£57k

Profit After Tax

£88k

0avg. employees

Tax at Year End

Corp tax£29k
Dividends paid£65k

Balance Sheet

Intangible assets£0
Assets less current liabilities£43k
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20242.04+£23k
20231.42+£2k
20230.69-£51k
20221.92+£40k
20211.42-£12k
20203.77+£5k
20192.85
20171.40

Derived from filed accounts. Not audited figures.