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Oakridge Financial Planning Limited

04477172

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

197 BAKERS GROUND, BRISTOL, BS34 8GE
Incorporated 04/07/2002

Compliance

Last accounts

31/12/2025

total exemption full

Next accounts due

30/09/2027

On track

Confirmation statement

Last: 04/07/2025

Due 18/07/2026

On track

Industry

65300
65300
66220
Activities of insurance agents and brokers
66290
Other activities auxiliary to insurance and pension funding
66300
Fund management activities

Officers

Mr Philip Scott Culverhouse

director · Since 04/07/2002

INDEPENDENT FINANCIAL ADVISOR

BRITISH · UNITED KINGDOM · Age 64

Also on 1 other board

Persons with Significant Control

Mr Philip Scott Culverhouse

75–100% shares

British · United Kingdom · Age 64

197, Bakers Ground, Bristol, BS34 8GE

Notified 04/07/2016

Former PSCs

Mr Philip Scott Culverhouse

Ceased 06/04/2016

CompanyRankvs 160+ SIC 65300 peers
73

Financial strength61th percentile among SIC peers · 15/25
Employees51th percentile among SIC peers · 8/15
LiquidityCurrent ratio 4.57× · 20/20
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 strength15/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees8/15 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 31/12/2024

Net Worth

£18k

Balance sheet strength

Cash

£23k

Cash in the bank

Net Current Assets

£18k

Working capital

Current Assets

£23k

Current Liabilities

£5k

Fixed Assets

£258

Debtors

£0

1avg. employees

Tax at Year End

Corp tax£247

Balance Sheet

Assets less current liabilities£18k
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20244.57+£645
20233.69

Derived from filed accounts. Not audited figures.