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Hagley Financial Planning Limited

04353123

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

20 HAGLEY HALL MEWS, HAGLEY, DY9 9LQ
Incorporated 15/01/2002

Compliance

Last accounts

30/06/2025

total exemption full

Next accounts due

31/03/2027

On track

Confirmation statement

Last: 06/01/2026

Due 20/01/2027

On track

Industry

64999
Other financial service activities

Officers

Mrs Anu Sahota

secretary · Since 17/01/2002

BRITISH · UNITED KINGDOM · Age 57

Mr Harnack Singh Sahota

director · Since 17/01/2002

INDEPENDENT FINANCIAL ADVISOR

BRITISH · UNITED KINGDOM · Age 61

Miss Wendy Jarvis

director · Since 06/04/2020

FINANCIAL ADVISER

BRITISH · UNITED KINGDOM · Age 50

Also on 2 other boards

Persons with Significant Control

Mr Harnack Singh Sahota

25–50% shares
25–50% votes

British · United Kingdom · Age 61

The Hollies, 18, Bromwich Lane, Stourbridge, DY9 0QZ

Notified 06/04/2016

Mrs Anu Sahota

25–50% shares
25–50% votes

British · United Kingdom · Age 57

The Hollies, 18, Bromwich Lane, Stourbridge, DY9 0QZ

Notified 06/04/2016

CompanyRankvs 640+ SIC 64999 peers
85

Financial strength82th percentile among SIC peers · 21/25
Employees92th percentile among SIC peers · 14/15
LiquidityCurrent ratio 2.16× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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640Hagley Financial Planning Limited
85
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 30/06/2025

Net Worth

£151k

Balance sheet strength

Cash

£29k

Cash in the bank

Net Current Assets

£20k

Working capital

Current Assets

£37k

Current Liabilities

£17k

Fixed Assets

£184k

Debtors

£7k

6avg. employees

Balance Sheet

Assets less current liabilities£204k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20252.16+£0
20252.16+£6k
20242.29+£8k
20233.49+£28k
20222.91+£53k
20211.62—
20201.92—
20191.27—
20181.24—

Derived from filed accounts. Not audited figures.