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R T Financial Planners Limited

06680608

active
Private Limited Company
england wales
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

4 AZTEC ROW, LONDON, N1 0PW
Incorporated 26/08/2008

Compliance

Last accounts

31/12/2025

total exemption full

Next accounts due

30/09/2027

On track

Confirmation statement

Last: 26/08/2025

Due 09/09/2026

On track

Industry

64999
Other financial service activities

Officers

Miss Jacalyn Greenwood

director · Since 29/08/2008

IFA

BRITISH · UNITED KINGDOM · Age 63

Also on 2 other boards

Jacalyn Greenwood

secretary · Since 29/09/2017

Mr Simon Fell

director · Since 01/05/2018

OPERATIONS DIRECTOR

BRITISH · UNITED KINGDOM · Age 46

Also on 1 other board

Mr James William Highett

director · Since 12/11/2024

INDEPENDENT FINANCIAL ADVISER

BRITISH · UNITED KINGDOM · Age 39

Persons with Significant Control

Rtfp Holdings Limited

75–100% shares
75–100% votes

4, Aztec Row, Islington, N1 0PW

Reg: 12606836 · Companies House · Limited By Shares

Notified 12/06/2020

Former PSCs

Jacalyn Greewood

Ceased 12/06/2020

Mr Dylan Hugh Jenkins

Ceased 12/06/2020

Charges0 outstanding

charge
satisfied

NATIONAL WESTMINSTER BANK PLC

Created 30/06/2009Registered 03/07/2009Satisfied 25/01/2016
charge
satisfied

JEREMY NIGEL JOHN BARTLEY, SARA CATHERINE MCPHAIL AND JOANNA CHARLOTTE PATON

Created 16/01/2009Registered 20/01/2009Satisfied 22/02/2024

CompanyRankvs 872+ SIC 64999 peers
84

Financial strength80th percentile among SIC peers · 20/25
Employees94th percentile among SIC peers · 14/15
LiquidityCurrent ratio 6.56× · 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.

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

£120k

Balance sheet strength

Cash

£52k

Cash in the bank

Profit Before Tax

£25k

Bottom line earnings

Net Current Assets

£119k

Working capital

Current Assets

£141k

Current Liabilities

£21k

Fixed Assets

£805

Debtors

£89k

Cost of Sales

£57k

Admin Expenses

£586k

Profit After Tax

£20k

8avg. employees-1

Tax at Year End

Dividends paid£59k

Balance Sheet

Intangible assets£2
Assets less current liabilities£120k
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20246.56+£1k
20233.52-£41k
20222.08-£129k
20214.87-£22k
20204.80

Derived from filed accounts. Not audited figures.