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Portland Financial Planning Limited

06377721

active
Private Limited Company
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

95 HIGHFIELDS, SHROPSHIRE, SY2 5PJ
Incorporated 21/09/2007

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mrs Jennifer Anne Walters

secretary · Since 21/09/2007

BRITISH · ENGLAND · Age 76

Also on 3 other boards

Mr David Benjamin Walters

director · Since 21/09/2007

FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 74

Mrs Jennifer Anne Walters

director · Since 21/09/2007

SECRETARY

BRITISH · ENGLAND · Age 76

Also on 3 other boards

Mrs Hannah Edwards

director · Since 22/05/2023

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 48

Persons with Significant Control

Mr David Benjamin Walters

25–50% shares
25–50% votes

British · England · Age 74

95 Highfields, Shrewsbury, SY2 5PJ

Notified 06/04/2016

Mrs Jennifer Anne Walters

25–50% shares
25–50% votes

British · England · Age 76

95 Highfields, Shrewsbury, SY2 5PJ

Notified 06/04/2016

Mrs Hannah Edwards

25–50% shares
25–50% votes

British · England · Age 48

95, Highfields, Shropshire, SY2 5PJ

Notified 13/06/2024

CompanyRankvs 4415+ SIC 64999 peers
71

Financial strength77th percentile among SIC peers · 19/25
Employees16th percentile among SIC peers · 2/15
LiquidityCurrent ratio 4.71× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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4415Portland Financial Planning Limited
71
How is this score calculated?
Financial strength19/25 pts

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

Employees2/15 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 30/09/2025

Net Worth

£83k

Balance sheet strength

Cash

£76k

Cash in the bank

Net Current Assets

£75k

Working capital

Current Assets

£96k

Current Liabilities

£20k

Fixed Assets

£9k

Debtors

£19k

0avg. employees-5

Tax at Year End

Corp tax£17k

Balance Sheet

Intangible assets£0
Assets less current liabilities£85k
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20254.71+£12k
20243.09+£34k
20231.73+£12k
20222.17+£20k
20211.52—

Derived from filed accounts. Not audited figures.