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Ashlea Financial Planning Limited

05439258

active
Private Limited Company
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

123 PROMENADE, CHELTENHAM, GL50 1NW
Incorporated 28/04/2005

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66190
Other activities auxiliary to financial services

Officers

Mrs Diane Margaret Weitz

director · Since 28/04/2005

DIRECTOR

BRITISH · UNITED KINGDOM · Age 78

Also on 1 other board

Mrs Susan Frances Wall

director · Since 27/11/2019

PRACTICE MANAGER

BRITISH · ENGLAND · Age 63

Also on 1 other board

Mr Nicholas James Marsh

director · Since 29/11/2019

MANAGING DIRECTOR

BRITISH · ENGLAND · Age 53

Also on 1 other board

Persons with Significant Control

Ashlea Holdings Company Ltd

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

123, Promenade, Cheltenham, GL50 1NW

Reg: 13754889 · Registrar Of Companies In England And Wales · Private Limited Company

Notified 09/12/2022

Former PSCs

Mrs Diane Margaret Weitz

Ceased 09/12/2022

CompanyRankvs 225+ SIC 66190 peers
85

Financial strength84th percentile among SIC peers · 21/25
Employees95th percentile among SIC peers · 14/15
LiquidityCurrent ratio 5.56× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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225Ashlea Financial Planning Limited
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How is this score calculated?
Financial strength21/25 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.

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

Key FinancialsYear ending 30/04/2025

Net Worth

£135k

Balance sheet strength

Cash

£137k

Cash in the bank

Net Current Assets

£129k

Working capital

Current Assets

£158k

Current Liabilities

£28k

Fixed Assets

£8k

Debtors

£21k

9avg. employees

Tax at Year End(2019)

Dividends paid-£39k

Balance Sheet

Assets less current liabilities£137k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20255.56+£2k
20246.46-£24k
20234.50-£102k
20224.83-£109k
20216.19+£41k
2020—+£43k

Derived from filed accounts. Not audited figures.