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Opus Independent Financial Planning Limited

07304649

active
Private Limited Company
Companies House
Health Score
78 / 100

Some Concerns

30/30
Filing
10/30
Financial
38/40
Risk
  • Current liabilities exceed current assets (-10)
  • 1 outstanding charge (-2)

Details

1 COLESHILL STREET, SUTTON COLDFIELD, B72 1SD
Incorporated 05/07/2010

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

70221
Financial management

Officers

Mr Benjamin James Rees

director · Since 05/07/2010

DIRECTOR

BRITISH · ENGLAND · Age 44

Also on 10 other boards

Mr Oliver Simon Codrington

director · Since 01/07/2021

DIRECTOR

BRITISH · UNITED KINGDOM · Age 46

Also on 3 other boards

Persons with Significant Control

Mr Lee Thomas Axford

25–50% shares

British · United Kingdom · Age 52

1, Coleshill Street, Sutton Coldfield, B72 1SD

Notified 06/04/2016

Mr Benjamin James Rees

25–50% shares

British · England · Age 44

1, Coleshill Street, Sutton Coldfield, B72 1SD

Notified 06/04/2016

Charges1 outstanding

Charge
outstanding

THE TRUSTEES OF THE OPUS INVESTMENT MANAGEMENT LIMITED DIRECTOR PENSION SCHEME

Created 09/06/2015Registered 23/06/2015

CompanyRankvs 2148+ SIC 70221 peers
65

Financial strength95th percentile among SIC peers · 24/25
Employees98th percentile among SIC peers · 15/15
LiquidityCurrent ratio 0.83× · 6/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Outstanding charges -10
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2148Opus Independent Financial Planning Limited
71
How is this score calculated?
Financial strength24/25 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.

Liquidity6/20 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

£436k

Balance sheet strength

Cash

£10k

Cash in the bank

Net Current Assets

-£28k

Working capital

Current Assets

£138k

Current Liabilities

£166k

Fixed Assets

£494k

Debtors

£128k

7avg. employees

Director Loans

Company owes directors£118k
Directors owe company£188

Balance Sheet

Assets less current liabilities£466k
Signed by Mr Benjamin Rees 31st March 2026Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20250.83+£0
20250.83-£78k
20241.04+£187k
20230.45+£170k
20221.06-£155k
20214.83+£167k
20201.88+£50k
20193.29—

Derived from filed accounts. Not audited figures.