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Michael Bell Financial Planning Ltd

05514812

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

90-92 HIGH STREET, WORCESTERSHIRE, WR11 4EU
Incorporated 21/07/2005

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mrs Tracey Marie Bell

secretary · Since 09/08/2005

DIRECTOR

BRITISH · UNITED KINGDOM · Age 59

Also on 3 other boards

Mr Michael David Bell

director · Since 09/08/2005

INDEPENDENT FINANCIAL ADVISOR

BRITISH · UNITED KINGDOM · Age 61

Mrs Tracey Marie Bell

director · Since 09/08/2005

DIRECTOR

BRITISH · UNITED KINGDOM · Age 59

Also on 3 other boards

Persons with Significant Control

Mr Michael David Bell

25–50% shares
25–50% votes

British · United Kingdom · Age 61

15 Allardene, Evesham, WR11 1EA

Notified 06/04/2016

Mrs Tracey Marie Bell

25–50% shares
25–50% votes

British · United Kingdom · Age 59

15 Allardene, Evesham, WR11 1EA

Notified 06/04/2016

CompanyRankvs 3414+ SIC 64999 peers
74

Financial strength86th percentile among SIC peers · 22/25
Employees16th percentile among SIC peers · 2/15
LiquidityCurrent ratio 7.37× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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3414Michael Bell Financial Planning Ltd
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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.

Employees2/15 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

£261k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£260k

Working capital

Current Assets

£301k

Current Liabilities

£41k

Fixed Assets

£935

0avg. employees

Balance Sheet

Assets less current liabilities£261k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20257.37+£114k
202410.30+£22k
20237.37+£4k
20227.04-£16k
202112.71+£7k
20205.31+£33k
20197.51—

Derived from filed accounts. Not audited figures.