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Goodmans Financial Planning Ltd

06892778

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

6 DRAKE CIRCUS, PLYMOUTH, PL4 8AQ
Incorporated 30/04/2009

Compliance

Last accounts

30/04/2026

total exemption full

Next accounts due

31/01/2028

On track

Confirmation statement

Last: 08/10/2025

Due 22/10/2026

On track

Industry

64999
Other financial service activities

Officers

Mr Andrew Warner Moore

director · Since 30/04/2009

FINANCIAL PLANNER

BRITISH · UNITED KINGDOM · Age 55

Also on 2 other boards

Mr David Byworth

secretary · Since 14/10/2020

Mr David Graham Byworth

director · Since 21/01/2022

FINANCE DIRECTOR

BRITISH · UNITED KINGDOM · Age 44

Also on 2 other boards

Ms Laura Katie Milroy

director · Since 03/01/2023

COMPLIANCE DIRECTOR

BRITISH · UNITED KINGDOM · Age 37

Also on 1 other board

Miss Holly Jade Moody

director · Since 03/01/2023

FINANCIAL PLANNING DIRECTOR

BRITISH · ENGLAND · Age 41

Mr Samuel Tomas Capstick

director · Since 06/02/2026

BRITISH · ENGLAND · Age 35

Persons with Significant Control

Goodmans Financial Planning (Eot) Trustees Limited

50–75% shares
50–75% votes
Appoint directors

6, Drake Circus, Plymouth, PL4 8AQ

Reg: 14765286 · Companies House · Limited

Notified 11/07/2023

Former PSCs

Mr Andrew Warner Moore

Ceased 08/10/2025

Mr David Finbarr O'Reilly

Ceased 03/01/2023

Charges0 outstanding

Charge
satisfied

NATIONAL WESTMINSTER BANK PLC

Created 10/06/2014Registered 11/06/2014Satisfied 03/05/2023

CompanyRankvs 1645+ SIC 64999 peers
84

Financial strength90th percentile among SIC peers · 23/25
Employees98th percentile among SIC peers · 15/15
LiquidityCurrent ratio 1.96× · 16/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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1645Goodmans Financial Planning Ltd
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How is this score calculated?
Financial strength23/25 pts

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

Employees15/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity16/20 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 30/04/2026

Net Worth

£467k

Balance sheet strength

Cash

£440k

Cash in the bank

Net Current Assets

£383k

Working capital

Current Assets

£779k

Current Liabilities

£397k

Fixed Assets

£107k

Debtors

£340k

19avg. employees+1

Tax at Year End

Corp tax£173k

Balance Sheet

Intangible assets£0
Assets less current liabilities£489k
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20261.96+£25k
20252.19+£55k
20242.27-£323k
20234.44—

Derived from filed accounts. Not audited figures.