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A La Carte Financial Planning Limited

06998826

active
Private Limited Company
Companies House
Health Score
85 / 100

Healthy

25/30
Filing
20/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)

Details

3 THE STUDIOS, BOLTON, BL1 4JU
Incorporated 24/08/2009

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Michelle Lynch

secretary · Since 24/08/2009

BRITISH · Age 46

Mr Matthew Joseph Pollard

director · Since 24/08/2009

DIRECTOR

BRITISH · UNITED KINGDOM · Age 60

Also on 2 other boards

Persons with Significant Control

Mr Matthew Joseph Pollard

50–75% shares
50–75% votes

British · United Kingdom · Age 60

27 Caton Drive, Atherton, Manchester, M46 0NY

Notified 06/04/2016

Ms Michelle Lynch

25–50% shares
25–50% votes

British · England · Age 46

27 Caton Drive, Atherton, Manchester, M46 0NY

Notified 06/04/2016

CompanyRankvs 12236+ SIC 64999 peers
50

Financial strength48th percentile among SIC peers · 12/25
Employees39th percentile among SIC peers · 6/15
LiquidityCurrent ratio 0.41× · 2/20
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 strength12/25 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.

Liquidity2/20 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 30/09/2024

Net Worth

£2k

Balance sheet strength

Cash

£7k

Cash in the bank

Net Current Assets

-£11k

Working capital

Current Assets

£8k

Current Liabilities

£18k

Fixed Assets

£21k

Debtors

£942

1avg. employees

Balance Sheet

Assets less current liabilities£10k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20240.41-£7k
20230.48-£5k
20220.53-£36k
20211.56-£44k
20202.85
20192.97
20181.20

Derived from filed accounts. Not audited figures.