Fort Financial Planning Limited
05262921
Healthy
No risk factors detected.
Details
Compliance
Accounts
Confirmation statement
Industry
Officers
director · Since 18/10/2004
INSURANCE AND FINANCIAL CONSUL
BRITISH · ENGLAND · Age 69
Also on 1 other board
director · Since 21/09/2018
PARAPLANNER
BRITISH · ENGLAND · Age 36
Also on 1 other board
Persons with Significant Control
Mr Andrew Nicholas Fort
British · England · Age 69
Etheridge House, Barton View Business Park, Sherborne, DT9 4FW
Notified 06/04/2016
CompanyRankvs 50+ SIC 66300 peers85
Show leaderboard
How is this score calculated?
Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.
Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.
Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.
One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.
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
£197k
Balance sheet strength
Cash
£192k
Cash in the bank
Net Current Assets
£183k
Working capital
Current Assets
£289k
Current Liabilities
£106k
Fixed Assets
£19k
Debtors
£97k
Tax at Year End(2022)
Balance Sheet
EstimatesDerived
| Year | Current Ratio | Implied Profit |
|---|---|---|
| 2026 | 2.74 | +£27k |
| 2025 | 2.92 | -£2k |
| 2024 | 3.49 | -£33k |
| 2023 | 4.21 | -£8k |
| 2022 | 3.57 | +£2k |
| 2021 | 3.84 | -£31k |
| 2020 | 4.04 | — |
Derived from filed accounts. Not audited figures.