Back to search

Portcullis Financial Planning Limited

06113368

active
Private Limited Company
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)
  • Going concern doubt noted in accounts (-10)

Details

10 GREENBOX WESTON HALL ROAD, BROMSGROVE, B60 4AL
Incorporated 19/02/2007

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

65110
Life insurance
65300
65300

Officers

Mr Alan Frederick Beaney

director · Since 03/12/2019

INVESTMENT DIRECTOR

BRITISH · ENGLAND · Age 68

Mr Oliver Charles Brown

director · Since 03/12/2019

INVESTMENT MANAGER

BRITISH · ENGLAND · Age 45

Mr Glenn John Meyer

director · Since 03/12/2019

HEAD OF MANAGED FUNDS

BRITISH · ENGLAND · Age 67

Mr Neil Michael Whelan

director · Since 03/12/2019

INVESTMENT DIRECTOR

BRITISH · ENGLAND · Age 47

Mr Robert Michael Blount

director · Since 01/11/2021

FINANCIAL ADVISER

BRITISH · UNITED KINGDOM · Age 48

Also on 2 other boards

Persons with Significant Control

R C Brown Investment Management Plc

50–75% shares
50–75% votes
Appoint directors

1, The Square, Bristol, BS1 6DG

Reg: 02489639 · Uk Company Register · Public Limited Company

Notified 03/12/2019

Rmb Mgmt Limited

25–50% shares

24, Amphlett Way, Droitwich, WR9 7PJ

Reg: 13569756 · Register Of England And Wales · Company Limited By Shares

Notified 14/04/2025

Former PSCs

Mr Jonathan Thompson

Ceased 03/12/2019

Mrs Donna Rachael Thompson

Ceased 03/12/2019

CompanyRankvs 166+ SIC 65110 peers
70

Financial strength86th percentile among SIC peers · 22/25
Employees52th percentile among SIC peers · 8/15
LiquidityCurrent ratio 4.82× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Going concern doubt -10
Show leaderboard
How is this score calculated?
Financial strength22/25 pts

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

Employees8/15 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

Going concern doubt: -10 pts

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Going Concern Doubt

we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the company's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue. Our responsibilities and the responsibilities of the directors with respect to

Key FinancialsYear ending 31/03/2025

Net Worth

£217k

Balance sheet strength

Cash

£255k

Cash in the bank

Profit Before Tax

£101k

Bottom line earnings

Net Current Assets

£225k

Working capital

Current Assets

£283k

Current Liabilities

£59k

Fixed Assets

£2k

Debtors

£28k

Cost of Sales

£193k

Admin Expenses

£199k

Profit After Tax

£76k

2avg. employees

Tax at Year End

Corp tax£24k

People Costs

Wages & salaries£109k

Balance Sheet

Intangible assets£0
Bank loans & overdrafts£20k
Assets less current liabilities£226k
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20254.82+£76k
20243.06+£79k
20233.68+£13k
20223.10+£39k
20212.66

Derived from filed accounts. Not audited figures.