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Brookfield Financial Planning Ltd

04294288

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

MOSS HOUSE, ALTRINCHAM, WA15 8GZ
Incorporated 26/09/2001

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Ms Claire Elizabeth Manterfield

secretary · Since 20/12/2008

FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 48

Also on 3 other boards

Ms Claire Elizabeth Manterfield

director · Since 20/12/2008

FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 48

Also on 3 other boards

Mr Nicholas Anthony Edward Manterfield

director · Since 20/12/2008

FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 46

Also on 3 other boards

Persons with Significant Control

Mr Nicholas Anthony Edward Manterfield

25–50% shares

British · England · Age 46

Moss House, Moss Lane, Altrincham, WA15 8GZ

Notified 26/09/2016

Ms Claire Elizabeth Manterfield

25–50% shares

British · England · Age 48

Moss House, Moss Lane, Altrincham, WA15 8GZ

Notified 26/09/2016

CompanyRankvs 2672+ SIC 64999 peers
76

Financial strength79th percentile among SIC peers · 20/25
Employees94th percentile among SIC peers · 14/15
LiquidityCurrent ratio 1.17× · 12/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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2672Brookfield Financial Planning Ltd
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How is this score calculated?
Financial strength20/25 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.

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 31/08/2025

Net Worth

£110k

Balance sheet strength

Cash

£293k

Cash in the bank

Net Current Assets

£60k

Working capital

Current Assets

£412k

Current Liabilities

£352k

Fixed Assets

£66k

Debtors

£119k

8avg. employees

Balance Sheet

Assets less current liabilities£126k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20251.17-£507
20241.16-£137
20231.17-£29k
20221.73+£21k
20211.55+£17k
20201.86-£18k
20191.48+£42k
20181.28+£44k
20171.12—

Derived from filed accounts. Not audited figures.