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Watermark Financial Planning Limited

06960247

active
Private Limited Company
Companies House
Health Score
88 / 100

Healthy

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

Details

98 WALTER ROAD, SWANSEA, SA1 5QJ
Incorporated 13/07/2009

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mrs Maria Elizabeth Sansum

director · Since 13/07/2009

DIRECTOR

BRITISH · UNITED KINGDOM · Age 52

Also on 1 other board

Mr Mark Anthony Sansum

director · Since 13/07/2009

FINANCIAL ADVISOR

BRITISH · WALES · Age 45

Also on 1 other board

Mrs Maria Elizabeth Sansum

secretary · Since 01/10/2009

Also on 1 other board

Persons with Significant Control

Mr Mark Anthony Sansum

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

British · United Kingdom · Age 45

98, Walter Road, Swansea, SA1 5QJ

Notified 06/04/2016

Mrs Maria Elizabeth Sansum

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

British · United Kingdom · Age 52

98, Walter Road, Swansea, SA1 5QJ

Notified 06/04/2016

Charges1 outstanding

Charge
satisfied

SVENSKA HANDELSBANKEN AB (PUBL)

Created 30/10/2018Registered 31/10/2018Satisfied 15/12/2022
Charge
satisfied

THG LIMITED

Created 12/01/2018Registered 24/01/2018Satisfied 28/11/2018
Charge
satisfied

SVENSKA HANDELSBANKEN AB (PUBL)

Created 21/11/2017Registered 23/11/2017Satisfied 15/12/2022
Charge
satisfied

THG LIMITED

Created 28/07/2016Registered 04/08/2016Satisfied 28/11/2018
Charge
outstanding

MARIA ELIZABETH SANSUM AS TRUSTEE OF WATERMARK SSAS

Created 17/12/2015Registered 24/12/2015

CompanyRankvs 3436+ SIC 64999 peers
64

Financial strength73th percentile among SIC peers · 18/25
Employees94th percentile among SIC peers · 14/15
LiquidityCurrent ratio 1.11× · 12/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Outstanding charges -10
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3436Watermark Financial Planning Limited
74
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.

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.

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 31/07/2025

Net Worth

£55k

Balance sheet strength

Cash

£11k

Cash in the bank

Net Current Assets

£21k

Working capital

Current Assets

£210k

Current Liabilities

£189k

Fixed Assets

£126k

Debtors

£200k

8avg. employees

Balance Sheet

Assets less current liabilities£147k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20251.11+£0
20251.11+£45k
20240.96+£193
20231.20-£8k
20221.49+£4k
20211.05-£49k
20200.88-£9k
20190.68+£38k
20180.36—

Derived from filed accounts. Not audited figures.