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Logic Wealth Planning Ltd

04206195

active
Private Limited Company
england wales
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

PRINCE OF WALES 18/19, VILLAGE, ROYTON, OL2 6HT
Incorporated 26/04/2001

Compliance

Last accounts

31/05/2025

total exemption full

Next accounts due

28/02/2027

On track

Confirmation statement

Last: 25/03/2026

Due 08/04/2027

On track

Industry

64999
Other financial service activities

Officers

Mr Yiannakis Theodorou

director · Since 10/05/2005

COMPANY DIRECTOR

BRITISH · ENGLAND · Age 59

Also on 2 other boards

Miss Dee Annette Summers

secretary · Since 02/04/2026

Persons with Significant Control

Mr Yiannakis Theodorou

75–100% shares

British · England · Age 59

Prince Of Wales, 18/19, Village, Royton, OL2 6HT

Notified 25/04/2017

Charges0 outstanding

Charge
satisfied

BARCLAYS SECURITY TRUSTEE LIMITED

Created 12/07/2018Registered 17/07/2018Satisfied 03/10/2025
Charge
satisfied

BARCLAYS BANK PLC

Created 08/09/2014Registered 15/09/2014Satisfied 03/10/2025
charge
satisfied

NATIONAL WESTMINSTER BANK PLC

Created 25/08/2009Registered 02/09/2009Satisfied 15/09/2025

CompanyRankvs 637+ SIC 64999 peers
85

Financial strength82th percentile among SIC peers · 21/25
Employees96th percentile among SIC peers · 14/15
LiquidityCurrent ratio 3.35× · 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 strength21/25 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 31/05/2025

Net Worth

£149k

Balance sheet strength

Cash

£156k

Cash in the bank

Net Current Assets

£133k

Working capital

Current Assets

£189k

Current Liabilities

£56k

Fixed Assets

£86k

Debtors

£33k

10avg. employees-1

Tax at Year End

Corp tax£19k

Balance Sheet

Assets less current liabilities£219k
Prepared with Sage Accounts Production Advanced 2023 - FRS102_2023

EstimatesDerived

YearCurrent RatioImplied Profit
20253.35-£21k
20244.39+£40k
20232.46-£6k
20222.49+£36k
20212.27+£41k
20201.35-£8k
20191.29-£25k
20181.78

Derived from filed accounts. Not audited figures.