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Bourlet Financial Planning Limited

04939170

active
Private Limited Company
england wales
Companies House
Health Score
90 / 100

Healthy

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

No risk factors detected.

Details

HARTHAM PARK, WILTSHIRE, SN13 0RP
Incorporated 21/10/2003

Compliance

Last accounts

31/03/2025

total exemption full

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 21/10/2025

Due 04/11/2026

On track

Industry

64999
Other financial service activities

Officers

Mrs Michelle Ruth Bourlet

secretary · Since 21/10/2003

BRITISH · UNITED KINGDOM · Age 57

Also on 1 other board

Mr Roger Murray Bourlet

director · Since 21/10/2003

FINANCIAL PLANNING CONSULTANT

BRITISH · UNITED KINGDOM · Age 59

Also on 2 other boards

Mrs Michelle Ruth Bourlet

director · Since 11/04/2026

BRITISH · ENGLAND · Age 57

Also on 1 other board

Persons with Significant Control

Bourlet Holdings Limited

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

Hartham Park, Hartham Park, Corsham, SN13 0RP

Reg: 16078621 · Companies House England And Wales · Private Limited Company

Notified 02/04/2025

Former PSCs

Mrs Michelle Ruth Bourlet

Ceased 02/04/2025

Mr Roger Murray Bourlet

Ceased 02/04/2025

CompanyRankvs 480+ SIC 64999 peers
86

Financial strength85th percentile among SIC peers · 21/25
Employees97th percentile among SIC peers · 15/15
LiquidityCurrent ratio 2.4× · 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 strength21/25 pts

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

Employees15/15 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 31/03/2026

Net Worth

£228k

Balance sheet strength

Cash

£192k

Cash in the bank

Net Current Assets

£212k

Working capital

Current Assets

£363k

Current Liabilities

£151k

Fixed Assets

£16k

Debtors

£171k

13avg. employees+1

Balance Sheet

Assets less current liabilities£228k

EstimatesDerived

YearCurrent RatioImplied Profit
20262.40-£228k
20253.19+£164k
20242.55+£122k
20232.25

Derived from filed accounts. Not audited figures.