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Jane Smith Financial Planning Limited

04371002

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

7 OSIER WAY, OLNEY, MK46 5FP
Incorporated 11/02/2002

Compliance

Last accounts

31/03/2025

total exemption full

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 15/02/2026

Due 01/03/2027

On track

Industry

64999
Other financial service activities
65110
Life insurance
65300
65300
66190
Other activities auxiliary to financial services

Officers

Mrs Nicola Jane Watts

director · Since 31/01/2006

INDEPENDENT FINANCIAL ADVISER

BRITISH · ENGLAND · Age 50

Mr Ian Campbell

director · Since 02/04/2026

BRITISH · SCOTLAND · Age 44

Also on 12 other boards

Mr Andrew Michael Dines

director · Since 02/04/2026

BRITISH · SCOTLAND · Age 44

Also on 9 other boards

Mrs Vikki Venerus

director · Since 02/04/2026

BRITISH · SCOTLAND · Age 51

Also on 11 other boards

Persons with Significant Control

Aab Wealth Limited

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

Kingshill View,, Kingswells Causeway, Prime Four Business Park,, Aberdeen, AB15 8PU

Reg: Sc386504 · Scotland · Private Limited Company

Notified 02/04/2026

Former PSCs

Mrs Nicola Jane Watts

Ceased 02/04/2026

Charges0 outstanding

Charge
satisfied

BARCLAYS BANK PLC

Created 23/06/2017Registered 30/06/2017Satisfied 20/02/2026

CompanyRankvs 2079+ SIC 64999 peers
82

Financial strength89th percentile among SIC peers · 22/25
Employees95th percentile among SIC peers · 14/15
LiquidityCurrent ratio 1.89× · 16/20
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 strength22/25 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.

Liquidity16/20 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 31/03/2025

Net Worth

£386k

Balance sheet strength

Cash

£181k

Cash in the bank

Net Current Assets

£92k

Working capital

Current Assets

£194k

Current Liabilities

£103k

Fixed Assets

£331k

Debtors

£14k

9avg. employees

Tax at Year End

Corp tax£55k

Balance Sheet

Assets less current liabilities£423k
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20251.89-£7k
20241.16-£12k
20232.78+£411
20222.84+£27k
20212.62+£58k
20201.97+£30k
20191.23

Derived from filed accounts. Not audited figures.