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Fortitude Financial Planning Limited

04450290

active
Private Limited Company
england wales
Companies House
Health Score
75 / 100

Some Concerns

25/30
Filing
10/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)
  • Current liabilities exceed current assets (-10)

Details

LANCASTER HOUSE ACKHURST BUSINESS PARK, CHORLEY, PR7 1NY
Incorporated 29/05/2002

Compliance

Last accounts

31/12/2025

dormant

Next accounts due

30/09/2027

On track

Confirmation statement

Last: 13/12/2025

Due 27/12/2026

On track

Industry

64999
Other financial service activities

Officers

Ms Julie Suzanne Hepworth

director · Since 29/10/2024

COMPLIANCE DIRECTOR

BRITISH · ENGLAND · Age 52

Also on 41 other boards

Mr Ian Mitcheal Wilkinson

director · Since 29/10/2024

DIRECTOR

BRITISH · UNITED KINGDOM · Age 55

Also on 35 other boards

Mr Sam Philip Ward

director · Since 23/07/2026

BRITISH · ENGLAND · Age 40

Former

Mr David John Philip Hesketh

director · Resigned 23/07/2026

Persons with Significant Control

Pfm Group Limited

75–100% shares
75–100% votes

Lancaster House, Ackhurst Business Park, Chorley, PR7 1NY

Reg: 05091707 · Companies House, United Kingdom · Limited By Shares

Notified 29/10/2024

CompanyRankvs 473+ SIC 64999 peers
86

Financial strength86th percentile among SIC peers · 22/25
Employees96th percentile among SIC peers · 14/15
LiquidityCurrent ratio 3.43× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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473Fortitude Financial Planning Limited
86
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.

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 31/08/2023

Net Worth

£240k

Balance sheet strength

Cash

£303k

Cash in the bank

Net Current Assets

£238k

Working capital

Current Assets

£336k

Current Liabilities

£98k

Fixed Assets

£2k

Debtors

£34k

11avg. employees

Balance Sheet

Assets less current liabilities£241k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent Ratio
20233.43

Derived from filed accounts. Not audited figures.