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Vale Independent Financial Advisers Limited

06719775

active
Private Limited Company
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

4 ELY VALLEY ROAD, PONTYCLUN, CF72 8AL
Incorporated 09/10/2008

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Paul Christian Edwards

director · Since 09/10/2008

FINANCIAL ADVISOR

BRITISH · WALES · Age 50

Also on 1 other board

Mr Joseph Alexander Nash

director · Since 04/07/2023

CHARTERED FINANCIAL PLANNER

BRITISH · WALES · Age 32

Persons with Significant Control

Mr Paul Christian Edwards

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

British · Wales · Age 50

4, Ely Valley Road, Pontyclun, CF72 8AL

Notified 06/04/2016

Former PSCs

Mr Kevin Davies

Ceased 19/12/2023

Mr Andrew Nash

Ceased 29/01/2024

CompanyRankvs 677+ SIC 64999 peers
85

Financial strength83th percentile among SIC peers · 21/25
Employees95th percentile among SIC peers · 14/15
LiquidityCurrent ratio 2.96× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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677Vale Independent Financial Advisers Limited
85
How is this score calculated?
Financial strength21/25 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

£171k

Balance sheet strength

Cash

£157k

Cash in the bank

Net Current Assets

£119k

Working capital

Current Assets

£179k

Current Liabilities

£60k

Fixed Assets

£55k

Debtors

£22k

9avg. employees

Tax at Year End(2021)

Corp tax£2k

Director Loans(2022)

Directors owe company£11k

Balance Sheet

Assets less current liabilities£174k
Signed by Mr Paul Edwards 15 August 2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20242.96-£13k
202373.69-£10k
202213.33+£38k
202113.12—

Derived from filed accounts. Not audited figures.