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Woodgate Financial Planning Ltd

04662503

active
Private Limited Company
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

3 RECTORY PLACE, LOUGHBOROUGH, LE11 1UW
Incorporated 11/02/2003

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Andrew Kevin Jervis

director · Since 11/02/2003

COMPANY DIRECTOR

BRITISH · ENGLAND · Age 68

Also on 7 other boards

Mr Richard Henry Paxton Urwin

director · Since 11/02/2003

COMPANY DIRECTOR

BRITISH · ENGLAND · Age 57

Also on 4 other boards

Mr David William Wright

director · Since 23/05/2005

INDEPENDENT FINANCIAL ADVISER

BRITISH · ENGLAND · Age 58

Also on 2 other boards

Persons with Significant Control

Chesterton House Limited

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

2-3, Rectory Place, Loughborough, LE11 1UW

Reg: 14431736 · Register Of Companies, Companies House · Private Company Limited By Shares

Notified 07/08/2023

Former PSCs

Mr Andrew Kevin Jervis

Ceased 07/08/2023

Mrs Rita Rathod

Ceased 07/08/2023

Mr David William Wright

Ceased 07/08/2023

Mr Richard Henry Paxton Urwin

Ceased 07/08/2023

Mr Timothy Cospatrick Dunbar

Ceased 07/08/2023

CompanyRankvs 4812+ SIC 64999 peers
70

Financial strength55th percentile among SIC peers · 14/25
Employees92th percentile among SIC peers · 14/15
LiquidityCurrent ratio 1.31× · 12/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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4812Woodgate Financial Planning Ltd
70
How is this score calculated?
Financial strength14/25 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.

Liquidity12/20 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

£7k

Balance sheet strength

Cash

£31k

Cash in the bank

Net Current Assets

£7k

Working capital

Current Assets

£31k

Current Liabilities

£24k

6avg. employees

Balance Sheet

Assets less current liabilities£7k
Signed by Mr Richard Urwin 10/10/2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20251.31-£41k
20241.58-£251k
20223.67-£2k
20213.01+£47k
20202.09+£34k
20192.91+£351k
2018-0.68—

Derived from filed accounts. Not audited figures.