Back to search

Charles Wilkinson Financial Planning Limited

05488200

active
Private Limited Company
Companies House
Health Score
85 / 100

Healthy

25/30
Filing
20/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)

Details

118 FISHERGATE, NORTH YORKSHIRE, YO10 4BB
Incorporated 22/06/2005

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mrs Veronica Ann Wilkinson

secretary · Since 22/06/2005

FINANCIAL PLANNING ADMINISTRATOR

BRITISH · ENGLAND · Age 72

Also on 5 other boards

Mr Stephen Charles Scott Wilkinson

director · Since 22/06/2005

CHARTERED FINANCIAL PLANNER

BRITISH · ENGLAND · Age 74

Also on 1 other board

Mrs Veronica Ann Wilkinson

director · Since 22/06/2005

FINANCIAL PLANNING ADMINISTRATOR

BRITISH · ENGLAND · Age 72

Also on 5 other boards

Persons with Significant Control

Mr Stephen Charles Scott Wilkinson

25–50% shares

British · England · Age 74

26 Atcherley Close, Fulford, York, YO10 4QF

Notified 01/06/2017

Mrs Veronica Ann Wilkinson

25–50% shares

British · England · Age 72

26 Atcherley Close, Fulford, York, YO10 4QF

Notified 01/06/2017

CompanyRankvs 1646+ SIC 64999 peers
80

Financial strength81th percentile among SIC peers · 20/25
Employees64th percentile among SIC peers · 10/15
LiquidityCurrent ratio 11.65× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Show leaderboard
1Atlanta Trust Limited
90
2Bishopsgate Corporate Finance Limited
90
3M.W. Beer & Co. Limited
90
4Mirabaud Asset Management Limited
90
5Chelsea Financial Services Plc
90
6Gee & Watson Wealth Management Limited
90
7Yfm Private Equity Limited
90
8Dentons Pension Management Limited
90
9South West Investment Group Limited
90
10Dowgate Capital Limited
90
1646Charles Wilkinson Financial Planning Limited
80
How is this score calculated?
Financial strength20/25 pts

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

Employees10/15 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 30/09/2024

Net Worth

£134k

Balance sheet strength

Cash

£135k

Cash in the bank

Net Current Assets

£133k

Working capital

Current Assets

£145k

Current Liabilities

£12k

Fixed Assets

£1k

Debtors

£10k

2avg. employees

Tax at Year End

Corp tax£5k

Balance Sheet

Intangible assets£0
Assets less current liabilities£134k
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
202411.65+£7k
20238.71+£28k
202211.04+£4k
20217.10—
20207.48—
20195.28—
20182.88—

Derived from filed accounts. Not audited figures.