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Estate Financial Planning Limited

06926958

active
Private Limited Company
Companies House
Health Score
80 / 100

Healthy

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

Details

ALBURY LODGE THE STREET, GUILDFORD, GU5 9AE
Incorporated 08/06/2009

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Clive Headon Jaques

director · Since 08/06/2009

IFA

BRITISH · UNITED KINGDOM · Age 60

Also on 1 other board

Persons with Significant Control

Mr Clive Headon Jaques

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

British · United Kingdom · Age 60

Barrington House, Guildford Road, Dorking, RH4 3NW

Notified 06/04/2016

Ms Catherine Stevens

25–50% shares
25–50% votes

British · United Kingdom · Age 51

Barrington House, Guildford Road, Dorking, RH4 3NW

Notified 18/07/2019

CompanyRankvs 3382+ SIC 64999 peers
78

Financial strength72th percentile among SIC peers · 18/25
Employees93th percentile among SIC peers · 14/15
LiquidityCurrent ratio 1.76× · 16/20
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 strength18/25 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.

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 30/06/2025

Net Worth

£51k

Balance sheet strength

Cash

£30k

Cash in the bank

Net Current Assets

£44k

Working capital

Current Assets

£102k

Current Liabilities

£58k

Fixed Assets

£8k

Debtors

£72k

7avg. employees-2

Balance Sheet

Assets less current liabilities£51k
Signed by C H Jaques 11 December 2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20251.76+£7k
20241.82-£104k
20235.63-£24k
20223.42+£3k
20212.19—

Derived from filed accounts. Not audited figures.