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Equinox Financial Planning Ltd

05984493

active
Private Limited Company
Companies House
Health Score
75 / 100

Some Concerns

25/30
Filing
10/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)
  • Current liabilities exceed current assets (-10)

Details

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

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Alexander James Stephenson

director · Since 27/01/2026

BRITISH · ENGLAND · Age 35

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 3688+ SIC 64999 peers
73

Financial strength37th percentile among SIC peers · 9/25
Employees96th percentile among SIC peers · 14/15
LiquidityCurrent ratio 5.83× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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3688Equinox Financial Planning Ltd
73
How is this score calculated?
Financial strength9/25 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.

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 31/12/2024

Net Worth

£114

Balance sheet strength

Cash

£177k

Cash in the bank

Net Current Assets

£194k

Working capital

Current Assets

£234k

Current Liabilities

£40k

Fixed Assets

£18k

Debtors

£57k

10avg. employees+2

Balance Sheet

Assets less current liabilities£212k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent Ratio
20245.83
20235.34
20226.20
20213.98

Derived from filed accounts. Not audited figures.