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Belbury Financial Planning Limited

06943677

active
Private Limited Company
england wales
Companies House
Health Score
88 / 100

Healthy

30/30
Filing
20/30
Financial
38/40
Risk
  • 1 outstanding charge (-2)

Details

4 READING ROAD, READING, RG8 7LY
Incorporated 24/06/2009

Compliance

Last accounts

30/06/2025

total exemption full

Next accounts due

31/03/2027

On track

Confirmation statement

Last: 03/06/2026

Due 17/06/2027

On track

Industry

64999
Other financial service activities

Officers

Mr Geoffrey Brian Poland

director · Since 24/06/2009

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 76

Also on 1 other board

Persons with Significant Control

Mrw Group Holdings Ltd

75–100% shares
75–100% votes
Appoint directors

167-169, Great Portland Street, London, W1W5PF

Reg: 14347898 · Companies House (England And Wales) · Private Limited Company

Notified 30/07/2024

Former PSCs

Mr Geoffrey Brian Poland

Ceased 30/07/2024

Charges1 outstanding

Charge
outstanding

OAKNORTH BANK PLC

Created 30/07/2024Registered 01/08/2024

CompanyRankvs 1923+ SIC 64999 peers
69

Financial strength93th percentile among SIC peers · 23/25
Employees39th percentile among SIC peers · 6/15
LiquidityCurrent ratio 16.2× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Outstanding charges -10
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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.

Employees6/15 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.

Risk deductions

Outstanding charges: -10 pts

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

£807k

Balance sheet strength

Cash

£24k

Cash in the bank

Net Current Assets

£804k

Working capital

Current Assets

£857k

Current Liabilities

£53k

Fixed Assets

£3k

Debtors

£833k

1avg. employees

Tax at Year End(2023)

Corp tax£24k

Balance Sheet

Assets less current liabilities£807k
Prepared with Sage Accounts Production Advanced 2024 - FRS102_2024

EstimatesDerived

YearCurrent RatioImplied Profit
202516.20+£0
202516.20+£789
202419.22+£89k
202328.34+£7k
202215.25+£138k
202114.88+£135k
202010.79+£96k
201913.18+£60k
20188.30

Derived from filed accounts. Not audited figures.