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City Wealth Planning Ltd

07317602

active
Private Limited Company
england wales
Companies House
Health Score
75 / 100

Some Concerns

25/30
Filing
10/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)

Details

7 BISHOPSGATE, LONDON, EC2N 3AR
Incorporated 16/07/2010

Compliance

Last accounts

30/09/2024

dormant

Next accounts due

30/06/2026

On track

Confirmation statement

Last: 16/07/2025

Due 30/07/2026

On track

Industry

64999
Other financial service activities

Officers

Mr Nicholas Coghill

director · Since 01/06/2012

DIRECTOR

BRITISH · ENGLAND · Age 54

Also on 2 other boards

Mrs Rebecca Ann Fifield

director · Since 12/06/2015

RISK AND COMPLIANCE DIRECTOR

AMERICAN · ENGLAND · Age 49

Also on 2 other boards

Persons with Significant Control

Mr Nicholas Coghill

75–100% shares

British · England · Age 54

7, Bishopsgate, London, EC2N 3AR

Notified 01/05/2016

CompanyRankvs 18554+ SIC 64999 peers
34

Financial strength14th percentile among SIC peers · 4/25
Employees0th percentile among SIC peers · 0/15
LiquidityNo balance sheet data · 0/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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18554City Wealth Planning Ltd
34
How is this score calculated?
Financial strength4/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees0/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity0/20 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

£1

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

—

Working capital

Current Assets

—

Current Liabilities

—

Prepared with Companies House