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Francis Clark Financial Planning Limited

05413603

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

SIGMA HOUSE OAK VIEW CLOSE, TORQUAY, TQ2 7FF
Incorporated 05/04/2005

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66190
Other activities auxiliary to financial services

Officers

Mr Richard Bambrough

director · Since 05/08/2019

HEAD OF COMPLIANCE AND RISK

BRITISH · ENGLAND · Age 49

Also on 1 other board

Mr Christopher James Reah

director · Since 29/11/2022

MANAGING DIRECTOR

BRITISH · UNITED KINGDOM · Age 52

Also on 2 other boards

Mrs Nicola Jane Mitchell

director · Since 28/04/2023

HEAD OF OPERATIONS

BRITISH · UNITED KINGDOM · Age 57

Also on 6 other boards

Mr James Andrew Phillips

director · Since 28/04/2023

HEAD OF FINANCIAL PLANNING

BRITISH · UNITED KINGDOM · Age 47

Mrs Charlotte Elise Taylor-St.Ruth

director · Since 28/04/2023

HEAD OF CLIENT EXPERIENCE

BRITISH · UNITED KINGDOM · Age 47

Persons with Significant Control

Francis Clark Financial Planning (Holdings) Limited

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

Sigma House, Oak View Close, Torquay, TQ2 7FF

Reg: 13645424 · Companies House · Private Limited Company

Notified 10/02/2022

Charges1 outstanding

Charge
outstanding

HSBC UK BANK PLC

Created 11/10/2018Registered 12/10/2018

CompanyRankvs 478+ SIC 66190 peers
74

Financial strength93th percentile among SIC peers · 23/25
Employees100th percentile among SIC peers · 15/15
LiquidityCurrent ratio 1.6× · 16/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Outstanding charges -10
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478Francis Clark Financial Planning Limited
80
How is this score calculated?
Financial strength23/25 pts

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

Employees15/15 pts

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

Liquidity16/20 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 31/03/2025

Net Worth

£557k

Balance sheet strength

Cash

£1.3M

Cash in the bank

Net Current Assets

—

Working capital

Current Assets

£1.6M

Current Liabilities

£1.0M

Debtors

£341k

66avg. employees-4

Tax at Year End

Corp tax£156k

Balance Sheet

Assets less current liabilities£617k
Prepared with Digita Accounts Production Advanced

EstimatesDerived

YearCurrent RatioImplied Profit
20251.60-£285k
20242.18-£711k
20222.81+£334k
20212.94+£411k
20202.17—

Derived from filed accounts. Not audited figures.