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Whitlow Financial Planning Limited

05047179

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

38 MIDDLEHILL ROAD, WIMBORNE, BH21 2SE
Incorporated 17/02/2004

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Julie Claire Stanfield

secretary · Since 17/02/2004

FINANCIAL ADMINISTRATOR

BRITISH · Age 52

Also on 3 other boards

Julie Claire Stanfield

director · Since 17/02/2004

FINANCIAL ADMINISTRATOR

BRITISH · Age 52

Also on 3 other boards

Paul Adrian Stanfield

director · Since 17/02/2004

FINANCIAL ADVISOR

BRITISH · Age 53

Persons with Significant Control

Mr Paul Stanfield

25–50% shares
25–50% votes

British · England · Age 53

38 Middlehill Road, Colehill, Wimborne, BH21 2SE

Notified 01/07/2016

Mrs Julie Stanfield

25–50% shares
25–50% votes

British · England · Age 52

38 Middlehill Road, Colehill, Wimborne, BH21 2SE

Notified 01/07/2016

Charges0 outstanding

Charge
satisfied

METRO BANK PLC

Created 05/09/2017Registered 07/09/2017Satisfied 28/11/2022
charge
satisfied

ROBERT JOHN CHARLES ROWE

Created 07/11/2005Registered 08/11/2005Satisfied 15/06/2017
charge
satisfied

ROBERT JOHN CHARLES ROWE

Created 20/05/2005Registered 09/06/2005Satisfied 15/06/2017

CompanyRankvs 827+ SIC 64999 peers
84

Financial strength88th percentile among SIC peers · 22/25
Employees80th percentile among SIC peers · 12/15
LiquidityCurrent ratio 2.53× · 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 strength22/25 pts

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

Employees12/15 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

£339k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£98k

Working capital

Current Assets

£162k

Current Liabilities

£64k

Fixed Assets

£243k

3avg. employees

Balance Sheet

Assets less current liabilities£342k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20252.53-£62k
20242.17+£5k
20231.94+£108k
20221.02+£91k
20211.37-£3k
20201.71+£51k
20191.21—

Derived from filed accounts. Not audited figures.