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Positive Independent Financial Planning Limited

05492767

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

12 STOKE PARK ROAD, STOKE BISHOP, BS9 1LF
Incorporated 28/06/2005

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities
66190
Other activities auxiliary to financial services
66220
Activities of insurance agents and brokers
66290
Other activities auxiliary to insurance and pension funding

Officers

Hazel Marie Burman

secretary · Since 28/06/2005

BRITISH · Age 50

Mr Matthew Edward Burman

director · Since 28/06/2005

INDEPENDENT FINANCIAL ADVISER

BRITISH · ENGLAND · Age 49

Mrs Hazel Marie Burman

director · Since 04/01/2022

DIRECTOR

BRITISH · UNITED KINGDOM · Age 50

Persons with Significant Control

Mrs Hazel Marie Burman

25–50% shares

British · England · Age 50

12 Stoke Park Road, Stoke Bishop, BS9 1LF

Notified 29/06/2017

Mr Matthew Edward Burman

50–75% shares

British · England · Age 49

12 Stoke Park Road, Stoke Bishop, BS9 1LF

Notified 29/06/2017

CompanyRankvs 842+ SIC 64999 peers
84

Financial strength95th percentile among SIC peers · 24/25
Employees64th percentile among SIC peers · 10/15
LiquidityCurrent ratio 11.95× · 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 strength24/25 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 31/03/2025

Net Worth

£1.3M

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£1.3M

Working capital

Current Assets

£1.4M

Current Liabilities

£115k

Fixed Assets

£51k

2avg. employees-1

Balance Sheet

Assets less current liabilities£1.3M
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
202511.95+£199k
202413.48+£65k
202313.00+£120k
20228.66+£187k
20214.84+£205k
20208.60+£116k
20195.61

Derived from filed accounts. Not audited figures.