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Ideal Financial Management Limited

04294966

active
Private Limited Company
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk

No risk factors detected.

Details

142 THORNE ROAD, DONCASTER, DN3 2LU
Incorporated 27/09/2001

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr David Patrickson

secretary · Since 04/10/2001

INDEPENDANT FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 63

Also on 11 other boards

Mr Brian Philip Butcher

director · Since 04/10/2001

INDEPENDANT FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 57

Mr David Patrickson

director · Since 04/10/2001

INDEPENDANT FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 63

Also on 11 other boards

Persons with Significant Control

Ideal Financial Management Holdings Ltd

75–100% shares

142, Thorne Road, Doncaster, DN3 2LU

Reg: 12885187 · Companies House · Limited Company

Notified 11/12/2020

Former PSCs

Mr Brian Philip Butcher

Ceased 11/12/2020

Mr David Patrickson

Ceased 11/12/2020

CompanyRankvs 12233+ SIC 64999 peers
50

Financial strength28th percentile among SIC peers · 7/25
Employees86th percentile among SIC peers · 13/15
LiquidityNo balance sheet data · 0/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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12233Ideal Financial Management Limited
50
How is this score calculated?
Financial strength7/25 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.

Liquidity0/20 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 31/03/2026

Net Worth

£100

Balance sheet strength

Cash

£113k

Cash in the bank

Net Current Assets

£111k

Working capital

Current Assets

—

Current Liabilities

£2k

Fixed Assets

£0

4avg. employees

Tax at Year End

Corp tax£0
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
2025—+£3k
2024—-£438
20239.54+£969
20224.29-£82k
20213.98+£134k
20201.43-£38k
20191.93—

Derived from filed accounts. Not audited figures.