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Foresight Independent Financial Planning Limited

05897811

active
Private Limited Company
Companies House
Health Score
78 / 100

Some Concerns

30/30
Filing
10/30
Financial
38/40
Risk
  • Current liabilities exceed current assets (-10)
  • 1 outstanding charge (-2)

Details

RICHMOND HOUSE 1A HEATH ROAD, ALTRINCHAM, WA14 2XP
Incorporated 07/08/2006

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities
66190
Other activities auxiliary to financial services

Officers

Mr Simon Warwick Booth

director · Since 07/08/2006

DIRECTOR

BRITISH · UNITED KINGDOM · Age 62

Also on 3 other boards

Mrs Lissa Booth

director · Since 06/04/2022

DIRECTOR

ENGLISH · UNITED KINGDOM · Age 57

Also on 1 other board

Persons with Significant Control

Foresight Wealth Group Limited

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

Richmond House, Heath Road, Altrincham, WA14 2XP

Reg: 13127830 · Companies House (England And Wales) · Company Limited By Shares

Notified 27/10/2021

Former PSCs

Mr Simon Warwick Booth

Ceased 19/07/2021

Foresight Wealth Group Limited

Ceased 19/07/2021

Charges1 outstanding

Charge
outstanding

VERTUS CAPITAL SPV1 LIMITED AS LENDER (AS DEFINED IN THE INSTRUMENT EVIDENCING THE CHARGE ACCOM

Created 20/01/2022Registered 27/01/2022
Charge
satisfied

THE ROYAL BANK OF SCOTLAND PLC

Created 30/08/2016Registered 06/09/2016Satisfied 20/05/2021

CompanyRankvs 525+ SIC 64999 peers
76

Financial strength84th percentile among SIC peers · 21/25
Employees98th percentile among SIC peers · 15/15
LiquidityCurrent ratio 5.26× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Outstanding charges -10
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525Foresight Independent Financial Planning Limited
86
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.

Employees15/15 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.

Risk deductions

Outstanding charges: -10 pts

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

£194k

Balance sheet strength

Cash

£524k

Cash in the bank

Net Current Assets

£832k

Working capital

Current Assets

£1.0M

Current Liabilities

£195k

Fixed Assets

£68k

Debtors

£503k

22avg. employees-2

Balance Sheet

Assets less current liabilities£900k
Signed by Mr Simon Booth 29th January 2026Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20255.26-£172k
20243.66+£103k
20234.00-£365k
20223.69+£174k
20213.85+£271k
20202.05+£101k
20191.41—

Derived from filed accounts. Not audited figures.