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Hoadley Financial Planning Limited

06827473

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

Healthy

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

No risk factors detected.

Details

LENNOX HOUSE, BATH, BA1 1LB
Incorporated 23/02/2009

Compliance

Last accounts

31/03/2025

total exemption full

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 23/02/2026

Due 09/03/2027

On track

Industry

64999
Other financial service activities

Officers

Mr Alistair Grahame John Hoadley

director · Since 23/02/2009

FINANCIAL ADVISOR

BRITISH · UNITED KINGDOM · Age 47

Mrs Mary Anne Hoadley

director · Since 23/02/2009

SECRETARY

BRITISH · UNITED KINGDOM · Age 53

Mr David John Williams

director · Since 08/03/2018

DIRECTOR

BRITISH · ENGLAND · Age 53

Mrs Julie Elizabeth Williams

director · Since 08/03/2018

DIRECTOR

BRITISH · ENGLAND · Age 49

Persons with Significant Control

Mr Alistair Grahame John Hoadley

25–50% shares
25–50% votes

British · England · Age 47

Lennox House, 3 Pierrepont Street, Bath, BA1 1LB

Notified 06/04/2016

Former PSCs

Mrs Mary Anne Hoadley

Ceased 01/03/2022

Mrs Julie Elizabeth Williams

Ceased 01/03/2022

Mr David John Williams

Ceased 01/03/2022

CompanyRankvs 3055+ SIC 64999 peers
75

Financial strength77th percentile among SIC peers · 19/25
Employees92th percentile among SIC peers · 14/15
LiquidityCurrent ratio 1.01× · 12/20
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 strength19/25 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.

Liquidity12/20 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 31/03/2025

Net Worth

£91k

Balance sheet strength

Cash

£72k

Cash in the bank

Net Current Assets

£919

Working capital

Current Assets

£129k

Current Liabilities

£128k

Fixed Assets

£225k

Debtors

£57k

Profit After Tax

£144k

6avg. employees

Tax at Year End

Corp tax£66k
Dividends paid£152k

Balance Sheet

Intangible assets£225k
Bank loans & overdrafts£35k
Assets less current liabilities£226k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20251.01-£8k
20241.06+£3k
20231.04+£16k
20220.99+£11k
20211.03

Derived from filed accounts. Not audited figures.