Back to search

Yellowtail Financial Planning Limited

04749438

active
Private Limited Company
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

GROUND FLOOR, EXETER, EX1 1QA
Incorporated 30/04/2003

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities
66220
Activities of insurance agents and brokers
66290
Other activities auxiliary to insurance and pension funding

Officers

Mr Dennis Guy Hall

director · Since 30/04/2003

FINANCIAL SERVICES

BRITISH · ENGLAND · Age 66

Also on 2 other boards

Ms Akiko Otomo

secretary · Since 08/01/2014

Ms Sarah Steele

director · Since 01/01/2024

OPERATIONS MANAGER

BRITISH · ENGLAND · Age 52

Persons with Significant Control

Mr Dennis Guy Hall

50–75% shares
50–75% votes

British · England · Age 66

Ground Floor, 11-15 Dix's Field, Exeter, EX1 1QA

Notified 06/04/2016

Ms Akiko Otomo

25–50% shares
25–50% votes

Japanese · England · Age 55

Ground Floor, 11-15 Dix's Field, Exeter, EX1 1QA

Notified 06/04/2016

CompanyRankvs 500+ SIC 64999 peers
86

Financial strength88th percentile among SIC peers · 22/25
Employees92th percentile among SIC peers · 14/15
LiquidityCurrent ratio 4.25× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Show leaderboard
1Atlanta Trust Limited
90
2Bishopsgate Corporate Finance Limited
90
3M.W. Beer & Co. Limited
90
4Mirabaud Asset Management Limited
90
5Chelsea Financial Services Plc
90
6Gee & Watson Wealth Management Limited
90
7Yfm Private Equity Limited
90
8Dentons Pension Management Limited
90
9South West Investment Group Limited
90
10Dowgate Capital Limited
90
500Yellowtail 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 31/03/2025

Net Worth

£334k

Balance sheet strength

Cash

£135k

Cash in the bank

Net Current Assets

£309k

Working capital

Current Assets

£404k

Current Liabilities

£95k

Fixed Assets

£30k

Debtors

£269k

6avg. employees

Balance Sheet

Assets less current liabilities£339k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20254.25+£3k
20244.01-£47k
20233.36+£70k
20222.83+£51k
20212.60+£36k
20204.01+£52k
20193.71—

Derived from filed accounts. Not audited figures.