Back to search

Adler Financial Planning Limited

06848531

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

PRUDENT HOUSE 50 YARDLEY ROAD, BIRMINGHAM, B27 6LG
Incorporated 16/03/2009

Compliance

Last accounts

31/03/2025

total exemption full

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 20/03/2026

Due 03/04/2027

On track

Industry

64999
Other financial service activities

Officers

Mr Stuart Timothy Burkin

director · Since 16/03/2009

DIRECTOR

BRITISH · UNITED KINGDOM · Age 66

Also on 1 other board

Mr Barrie John Viner

director · Since 16/03/2009

DIRECTOR

BRITISH · ENGLAND · Age 58

Also on 1 other board

Mr Eamonn Sullivan

director · Since 01/04/2021

DIRECTOR

BRITISH · UNITED KINGDOM · Age 56

Persons with Significant Control

Mr Stuart Timothy Burkin

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

British · United Kingdom · Age 66

The Old Stables Haseley, Warwick, CV35 7LS

Notified 06/04/2016

Mr Barrie John Viner

25–50% shares
25–50% votes

British · England · Age 58

29 Bolney Road, Quinton, Birmingham, B32 2PX

Notified 22/11/2018

Former PSCs

Mr Andre John Adler

Ceased 22/11/2018

CompanyRankvs 538+ SIC 64999 peers
86

Financial strength86th percentile among SIC peers · 22/25
Employees96th percentile among SIC peers · 14/15
LiquidityCurrent ratio 2.45× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Show leaderboard
1Atlanta Trust Limited
90
2Bishopsgate Corporate Finance Limited
90
3M.W. Beer & Co. Limited
90
4Mirabaud Asset Management Limited
90
5Chelsea Financial Services Plc
90
6Gee & Watson Wealth Management Limited
90
7Mileshield Commercial Funding Limited
90
8Yfm Private Equity Limited
90
9Dentons Pension Management Limited
90
10South West Investment Group Limited
90
538Adler Financial Planning Limited
86
How is this score calculated?
Financial strength22/25 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 31/03/2025

Net Worth

£240k

Balance sheet strength

Cash

£319k

Cash in the bank

Net Current Assets

£198k

Working capital

Current Assets

£334k

Current Liabilities

£136k

Fixed Assets

£56k

Debtors

£15k

10avg. employees

Tax at Year End

Corp tax£81k

Balance Sheet

Assets less current liabilities£254k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20252.45-£12k
20242.40-£83k
20232.93+£17k
20222.49+£95k
20212.82+£74k
20202.15+£88k
20191.40—

Derived from filed accounts. Not audited figures.