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Fortuna Financial Planning Limited

05749664

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

11 OLD BOND STREET, LONDON, W1S 4PN
Incorporated 21/03/2006

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Benjamin William Whatnall

director · Since 21/03/2006

COMPANY DIRECTOR

BRITISH · UNITED KINGDOM · Age 40

Persons with Significant Control

Mr Benjamin William Whatnall

ownership-of-shares-75-to-100-percent-as-trust

British · England · Age 40

11, Old Bond Street, London, W1S 4PN

Notified 01/04/2017

Fortuna Investment Group Limited

75–100% shares

Beadle House, Bull Plain, Hertford, SG14 1DT

Notified 01/04/2023

CompanyRankvs 1642+ SIC 64999 peers
80

Financial strength73th percentile among SIC peers · 18/25
Employees80th percentile among SIC peers · 12/15
LiquidityCurrent ratio 5.63× · 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 strength18/25 pts

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

Employees12/15 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

£59k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£58k

Working capital

Current Assets

£71k

Current Liabilities

£13k

Fixed Assets

£449

3avg. employees

Balance Sheet

Assets less current liabilities£59k
Signed by 1.4.24Prepared with Company Accounts and Tax Online

EstimatesDerived

YearCurrent RatioImplied Profit
20255.63+£376
20248.98+£20k
20232.88-£4k
20224.35-£4k
20214.36+£11k
20206.45-£8k
20195.10—

Derived from filed accounts. Not audited figures.