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R.T.M. Financial Planning Limited

05063123

active
ltd
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

Synergie House, Newbury, Gillingham, SP8 4QJ
Incorporated 03/03/2004

Compliance

Last accounts

31/12/2024

micro entity

Next accounts due

30/09/2026

On track

Confirmation statement

Last: 19/10/2025

Due 02/11/2026

On track

Industry

64999
Other financial service activities

Officers

Mr Nigel Philip Coleman

director · Since 25/08/2010

INDEPENDENT PROFESSIONAL ADVISOR

BRITISH · ENGLAND

Also on 2 other boards

Mr Steven Derick Andrews

director · Since 16/05/2014

FINANCIAL ADVISER

BRITISH · ENGLAND

Also on 3 other boards

Nigel Philip Coleman

director · Since 25/08/2010

British · England

Steven Derick Andrews

director · Since 16/05/2014

British · England

Former

Richard John Evans

director · Resigned 21/04/2004

Margaret Julia Copp

secretary · Resigned 28/06/2007

Danny William Maher

director · Resigned 31/12/2009

Patricia Mary Frances Evans

secretary · Resigned 25/08/2010

Richard John Evans

director · Resigned 25/08/2010

Martess Sherwood

director · Resigned 16/05/2014

Steven Derick Andrews

secretary · Resigned 01/01/2024

Persons with Significant Control

Mr Nigel Philip Coleman

25–50% shares
25–50% votes

English · England

Notified 03/03/2017

Mr Steven Derick Andrews

25–50% shares
25–50% votes

British · England

Notified 03/03/2017

Change History

officer appointed → ANDREWS, Steven Derick
2026-08-08
officer appointed → COLEMAN, Nigel Philip
2026-08-08
status → active
2026-08-08

Active

type → ltd
2026-08-08

Private Limited Company

address line1 → Synergie House
2026-08-08

SYNERGIE HOUSE

post town → Gillingham
2026-08-08

GILLINGHAM

CompanyRankvs 13873+ SIC 64999 peers
45

Financial strength42th percentile among SIC peers · 11/25
Employees16th percentile among SIC peers · 2/15
LiquidityCurrent ratio 0.15× · 2/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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13873R.T.M. Financial Planning Limited
45
How is this score calculated?
Financial strength11/25 pts

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

Employees2/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity2/20 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 31/12/2025

Net Worth

£559

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£559

Working capital

Current Assets

£101

Current Liabilities

£660

0avg. employees

Balance Sheet

Assets less current liabilities£559
Prepared with Companies House

EstimatesDerived

YearCurrent Ratio
20250.15
20240.42
2023Infinity

Derived from filed accounts. Not audited figures.