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Prism Independent Financial Management Limited

05294999

active
Private Limited Company
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

46 HIGH STREET, PEMBROKESHIRE, SA61 2DA
Incorporated 23/11/2004

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66290
Other activities auxiliary to insurance and pension funding

Officers

Mr Richard Charles Davies

director · Since 23/11/2004

PROPOSED DIRECTOR

BRITISH · WALES · Age 61

Martin Craig Lewis

director · Since 01/07/2013

PARAPLANNER

BRITISH · UNITED KINGDOM · Age 56

Persons with Significant Control

Mr Richard Charles Davies

Significant control
significant-influence-or-control-as-firm

British · Wales · Age 61

46 High Street, Pembrokeshire, SA61 2DA

Notified 23/11/2016

Mr Martin Craig Lewis

Significant control

British · Wales · Age 56

46 High Street, Pembrokeshire, SA61 2DA

Notified 23/11/2016

CompanyRankvs 307+ SIC 66290 peers
76

Financial strength66th percentile among SIC peers · 17/25
Employees62th percentile among SIC peers · 9/15
LiquidityCurrent ratio 2.3× · 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 strength17/25 pts

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

Employees9/15 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

£33k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£32k

Working capital

Current Assets

£56k

Current Liabilities

£24k

Fixed Assets

£1k

2avg. employees

Balance Sheet

Assets less current liabilities£33k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20252.30+£5k
20242.19-£387
20232.87-£18k
20223.25+£6k
20212.98+£14k
20202.48-£14k
20193.12

Derived from filed accounts. Not audited figures.