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Whitlow Financial Planning Limited

05047179

active
Private Limited Company
england wales
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

Last accounts

31/03/2025

micro entity

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 17/02/2026

Due 03/03/2027

On track

Industry

64999
Other financial service activities

Officers

Julie Claire Stanfield

secretary · Since 17/02/2004

FINANCIAL ADMINISTRATOR

BRITISH · Age 53

Also on 3 other boards

Julie Claire Stanfield

director · Since 17/02/2004

FINANCIAL ADMINISTRATOR

BRITISH · Age 53

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 53

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

CompanyRankvs 643+ SIC 64999 peers
85

Financial strength87th percentile among SIC peers · 22/25
Employees86th percentile among SIC peers · 13/15
LiquidityCurrent ratio 2.33× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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643Whitlow Financial Planning Limited
85
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.

Employees13/15 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

£287k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£110k

Working capital

Current Assets

£192k

Current Liabilities

£82k

Fixed Assets

£178k

4avg. employees+1

Balance Sheet

Assets less current liabilities£287k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20262.33-£52k
20252.53-£62k
20242.17+£5k
20231.94—

Derived from filed accounts. Not audited figures.