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Batesmillfield Financial Planning (Sw) Limited

06003309

active
Private Limited Company
england wales
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

17 WHEATRIDGE, PLYMOUTH, PL7 4QZ
Incorporated 20/11/2006

Compliance

Last accounts

30/11/2024

micro entity

Next accounts due

31/08/2026

On track

Confirmation statement

Last: 20/11/2025

Due 04/12/2026

On track

Industry

66190
Other activities auxiliary to financial services

Officers

Julie Anne Atkinson

secretary · Since 20/11/2006

BRITISH

Mr Carl Frank Atkinson

director · Since 20/11/2006

DIRECTOR

BRITISH · ENGLAND · Age 61

Also on 2 other boards

Mrs Julie Anne Atkinson

director · Since 30/11/2016

DIRECTOR

BRITISH · ENGLAND · Age 59

Persons with Significant Control

Mr Carl Frank Atkinson

50–75% shares
50–75% votes

British · England · Age 61

17, Wheatridge, Plymouth, PL7 4QZ

Notified 06/04/2016

Mrs Julie Anne Atkinson

25–50% shares
25–50% votes

British · England · Age 59

17, Wheatridge, Plymouth, PL7 4QZ

Notified 06/04/2017

CompanyRankvs 537+ SIC 66190 peers
79

Financial strength81th percentile among SIC peers · 20/25
Employees63th percentile among SIC peers · 9/15
LiquidityCurrent ratio 9.71× · 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 strength20/25 pts

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

Employees9/15 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 30/11/2024

Net Worth

£104k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

Working capital

Current Assets

£122k

Current Liabilities

£13k

2avg. employees

Balance Sheet

Assets less current liabilities£109k
Signed by 06003309 2023-12-01 2024-11-30 06003309 2024-11-30 06003309 core:CurrentFinancialInstruments core:WithinOneYear 2024-11-Prepared with Digita Accounts Production Advanced

EstimatesDerived

YearCurrent RatioImplied Profit
20249.71-£52k
20239.92-£31k
20224.12+£13k
20213.23+£2k
20203.67-£21k
20193.93-£23k
20183.92

Derived from filed accounts. Not audited figures.