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Wilson Planning & Financial Management Limited

06227197

active
Private Limited Company
Companies House
Health Score
76 / 100

Some Concerns

30/30
Filing
10/30
Financial
36/40
Risk
  • Current liabilities exceed current assets (-10)
  • 2 outstanding charges (-4)

Details

LOTHING HOUSE, BARNARDS WAY, LOWESTOFT, NR32 2HD
Incorporated 25/04/2007

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

96090
Other personal service activities

Officers

Jt Personnel Limited

secretary · Since 25/04/2007

BRITISH

Also on 29 other boards

Mrs Jennifer Louise Wilson

secretary · Since 25/04/2007

BRITISH · ENGLAND · Age 52

Also on 1 other board

Mrs Jennifer Louise Wilson

director · Since 25/04/2007

DIRECTOR

BRITISH · ENGLAND · Age 52

Also on 1 other board

Mr John Robert Wilson

director · Since 01/01/2016

COMPANY DIRECTOR

BRITISH · ENGLAND · Age 57

Persons with Significant Control

Mrs Jennifer Louise Wilson

25–50% shares
25–50% votes
Appoint directors

British · England · Age 52

Lothing House, Barnards Way, Lowestoft, NR32 2HD

Notified 30/06/2016

Mr John Robert Wilson

25–50% shares
25–50% votes
Appoint directors

British · Oman · Age 57

Lothing House, Barnards Way, Lowestoft, NR32 2HD

Notified 30/06/2016

Charges2 outstanding

Charge
outstanding

BARCLAYS BANK PLC

Created 05/07/2013Registered 18/07/2013
charge
outstanding

BARCLAYS BANK PLC

Created 15/01/2013Registered 18/01/2013

CompanyRankvs 19191+ SIC 96090 peers
62

Financial strength81th percentile among SIC peers · 20/25
Employees40th percentile among SIC peers · 6/15
LiquidityCurrent ratio 1.56× · 16/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Outstanding charges -10
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19191Wilson Planning & Financial Management Limited
68
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.

Employees6/15 pts

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

Liquidity16/20 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 31/05/2025

Net Worth

£37k

Balance sheet strength

Cash

£104k

Cash in the bank

Net Current Assets

£37k

Working capital

Current Assets

£104k

Current Liabilities

£66k

1avg. employees-1

Balance Sheet

Assets less current liabilities£37k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20251.56-£23k
20240.77+£1k
20230.88+£32k
20220.25+£8k
2021—-£18k
2020—-£216

Derived from filed accounts. Not audited figures.