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Equinox Financial Planning Ltd

05984493

active
Private Limited Company
england wales
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

8 WEAVERS CLOSE, YORK, YO23 3XL
Incorporated 01/11/2006

Compliance

Last accounts

31/12/2024

total exemption full

Next accounts due

30/09/2026

On track

Confirmation statement

Last: 01/11/2025

Due 15/11/2026

On track

Industry

64999
Other financial service activities

Officers

Mr Alexander James Stephenson

director · Since 27/01/2026

BRITISH · ENGLAND · Age 36

Also on 1 other board

Persons with Significant Control

Pineapple Financial Planning Limited

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

8, Weavers Close, York, YO23 3XL

Reg: 16788683 · Companies House · Private Limited Company

Notified 27/01/2026

Former PSCs

Mr Andrew James Richardson

Ceased 27/01/2026

Mr Philip James David Mutter

Ceased 27/01/2026

Mrs Julie Beryl Wilson

Ceased 27/01/2026

CompanyRankvs 5852+ SIC 64999 peers
71

Financial strength84th percentile among SIC peers · 21/25
Employees95th percentile among SIC peers · 14/15
LiquidityCurrent ratio 0.74× · 6/20
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 strength21/25 pts

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

Employees14/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity6/20 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 27/01/2026

Net Worth

£183k

Balance sheet strength

Cash

£242k

Cash in the bank

Net Current Assets

-£96k

Working capital

Current Assets

£267k

Current Liabilities

£363k

Fixed Assets

£279k

Debtors

£25k

9avg. employees-1

Balance Sheet

Intangible assets£265k
Assets less current liabilities£183k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent Ratio
20260.74
20245.83
20235.34

Derived from filed accounts. Not audited figures.