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Regentia Lifestyle Planning Ltd

05233133

active
Private Limited Company
england wales
Companies House
Health Score
75 / 100

Some Concerns

25/30
Filing
10/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)
  • Current liabilities exceed current assets (-10)

Details

17A APPLETON COURT, DURKAR, WF2 7AR
Incorporated 16/09/2004

Compliance

Last accounts

31/12/2024

total exemption full

Next accounts due

30/09/2026

On track

Confirmation statement

Last: 13/09/2025

Due 27/09/2026

On track

Industry

65110
Life insurance
65201
Life reinsurance
65300
65300
66190
Other activities auxiliary to financial services

Officers

Mr Daniel Lee Walton

director · Since 09/06/2014

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 46

Also on 1 other board

Mrs Emma Louise Walton

director · Since 20/06/2014

DIRECTOR

BRITISH · ENGLAND · Age 48

Also on 1 other board

Mrs Samantha Jayne Baker

director · Since 04/07/2022

DIRECTOR

BRITISH · ENGLAND · Age 51

Also on 3 other boards

Mr Peter James Whittaker

director · Since 23/09/2022

BUSINESS EXECUTIVE

BRITISH · ENGLAND · Age 43

Also on 2 other boards

Persons with Significant Control

Mr Daniel Lee Walton

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

British · England · Age 46

16 Redhill Court, Redbrook, Barnsley, S75 1HF

Notified 06/04/2016

Mrs Emma Louise Walton

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

British · England · Age 48

17a, Appleton Court, Durkar, WF2 7AR

Notified 06/04/2016

Regency Financial Advice Ltd

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

Unit 6, Calder Close, Wakefield, WF4 3BA

Reg: 09023506 · Companies House · Limited Company

Notified 09/12/2016

Charges0 outstanding

Charge
satisfied

SVENSKA HANDELSBANKEN AB (PUBL)

Created 30/11/2018Registered 12/12/2018Satisfied 07/07/2025
Charge
satisfied

BARCLAYS BANK PLC

Created 28/05/2014Registered 30/05/2014Satisfied 07/07/2025

CompanyRankvs 61+ SIC 65110 peers
87

Financial strength94th percentile among SIC peers · 24/25
Employees88th percentile among SIC peers · 13/15
LiquidityCurrent ratio 2.16× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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61Regentia Lifestyle Planning Ltd
87
How is this score calculated?
Financial strength24/25 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 31/12/2020

Net Worth

£668k

Balance sheet strength

Cash

£392k

Cash in the bank

Net Current Assets

£560k

Working capital

Current Assets

£1.0M

Current Liabilities

£484k

Fixed Assets

£224k

Debtors

£652k

7avg. employees-1

Balance Sheet

Intangible assets£208k
Bank loans & overdrafts£121k
Assets less current liabilities£784k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20202.16+£150k
20196.39+£119k
20186.23—

Derived from filed accounts. Not audited figures.