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Romilly Associates Ifa Ltd

05376465

active
Private Limited Company
Companies House
Health Score
88 / 100

Healthy

30/30
Filing
20/30
Financial
38/40
Risk
  • 1 outstanding charge (-2)

Details

26 HICKMAN RD, CF64 2AL
Incorporated 25/02/2005

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66290
Other activities auxiliary to insurance and pension funding

Officers

Mrs Mandy Godfrey

secretary · Since 25/02/2005

BRITISH

David John Stealey

director · Since 25/02/2005

INDEPENDENT FINANCIAL ADVISER

BRITISH · WALES · Age 58

Also on 3 other boards

Mr Marcus James Wynford Rees

director · Since 01/01/2014

FINANCIAL ADVISER

BRITISH · WALES · Age 56

Persons with Significant Control

Mr David Stealey

75–100% shares

British · Wales · Age 58

26 Hickman Rd, CF64 2AL

Notified 01/02/2017

Charges1 outstanding

charge
outstanding

HSBC BANK PLC

Created 07/12/2006Registered 08/12/2006

CompanyRankvs 66+ SIC 66290 peers
76

Financial strength87th percentile among SIC peers · 22/25
Employees92th percentile among SIC peers · 14/15
LiquidityCurrent ratio 2.68× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Outstanding charges -10
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66Romilly Associates Ifa Ltd
86
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.

Employees14/15 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.

Risk deductions

Outstanding charges: -10 pts

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 30/06/2025

Net Worth

£248k

Balance sheet strength

Cash

£297k

Cash in the bank

Net Current Assets

£187k

Working capital

Current Assets

£298k

Current Liabilities

£111k

Fixed Assets

£61k

Debtors

£940

7avg. employees

Tax at Year End

Corp tax£82k

Director Loans

Company owes directors£664
Directors owe company£940

Balance Sheet

Assets less current liabilities£248k
Signed by Mr DAVID STEALEY 14 July 2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20252.68+£0
20252.68+£53k
20243.21-£40k
20234.62-£4k
20225.03+£22k
20215.73-£9k
20204.86+£57k
20194.85+£21k
20183.76—

Derived from filed accounts. Not audited figures.