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Core Independent Financial Planning Ltd

07388495

active
Private Limited Company
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

24 NEW WALK, BEVERLEY, HU17 7DJ
Incorporated 27/09/2010

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Samuel Benedict Appleby

director · Since 27/09/2010

INDEPENDENT FINANCIAL ADVISER

BRITISH · ENGLAND · Age 51

Also on 1 other board

Persons with Significant Control

Mr Samuel Benedict Appleby

25–50% shares
25–50% votes

British · England · Age 51

24 New Walk, Beverley, HU17 7DJ

Notified 25/08/2016

Mrs Helen Jane Appleby

25–50% shares
25–50% votes

British · England · Age 56

24, New Walk, Beverley, HU17 7DJ

Notified 11/03/2026

CompanyRankvs 547+ SIC 64999 peers
86

Financial strength87th percentile among SIC peers · 22/25
Employees90th percentile among SIC peers · 14/15
LiquidityCurrent ratio 4.55× · 20/20
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 strength22/25 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.

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.

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 31/03/2026

Net Worth

£271k

Balance sheet strength

Cash

£318k

Cash in the bank

Net Current Assets

£254k

Working capital

Current Assets

£326k

Current Liabilities

£72k

Fixed Assets

£17k

Debtors

£8k

5avg. employees

Balance Sheet

Assets less current liabilities£271k
Signed by Mr Samuel Appleby 14/05/2026Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent Ratio
20264.55
20254.53
20244.38
20234.78
20224.52
20214.55

Derived from filed accounts. Not audited figures.