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Eldon Financial Planning Limited

04561871

active
Private Limited Company
Companies House
Health Score
88 / 100

Healthy

30/30
Filing
20/30
Financial
38/40
Risk
  • 1 outstanding charge (-2)

Details

1 PARSONS COURT WELBURY WAY, NEWTON AYCLIFFE, DL5 6ZE
Incorporated 14/10/2002

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities
66190
Other activities auxiliary to financial services
69203
Tax consultancy

Officers

Mrs Gemma Louise Siddle

director · Since 01/04/2016

CHARTERED FINANCIAL PLANNER

BRITISH · ENGLAND · Age 42

Mr Kevin Andrew Mccarthy Ba

director · Since 01/11/2018

MANAGING DIRECTOR

BRITISH · ENGLAND · Age 45

Also on 1 other board

Mr Adam James Kinsley

director · Since 01/01/2024

CHARTERED FINANCIAL PLANNER

BRITISH · ENGLAND · Age 33

Persons with Significant Control

Efpl Eot Limited

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

1 Parsons Court, Welbury Way, Newton Aycliffe, DL5 6ZE

Reg: 13522100 · Uk · Company Limited By Guarantee

Notified 18/03/2022

Former PSCs

Mrs Jocelyn Anne Harwood

Ceased 03/04/2018

Mr Anthony Paul Conner

Ceased 18/03/2022

Charges1 outstanding

Charge
outstanding

ANTHONY PAUL CONNER

Created 18/03/2022Registered 01/04/2022

CompanyRankvs 234+ SIC 64999 peers
78

Financial strength94th percentile among SIC peers · 24/25
Employees96th percentile among SIC peers · 14/15
LiquidityCurrent ratio 2.94× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Outstanding charges -10
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234Eldon Financial Planning Limited
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How is this score calculated?
Financial strength24/25 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.

Risk deductions

Outstanding charges: -10 pts

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 31/10/2025

Net Worth

£943k

Balance sheet strength

Cash

£742k

Cash in the bank

Net Current Assets

£643k

Working capital

Current Assets

£974k

Current Liabilities

£331k

Fixed Assets

£308k

Debtors

£232k

11avg. employees

Balance Sheet

Assets less current liabilities£950k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20252.94+£0
20252.94+£107k
20242.85+£51k
20232.80-£212k
20223.75-£542k
20216.44+£525k
20204.69+£429k
20193.68—

Derived from filed accounts. Not audited figures.