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H-J Wealth Planning Limited

07501365

active
Private Limited Company
england wales
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

THIRLMERE 11 ASHLEY COURT, BIRMINGHAM, B45 8XB
Incorporated 21/01/2011

Compliance

Last accounts

31/03/2025

total exemption full

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 21/01/2026

Due 04/02/2027

On track

Industry

66190
Other activities auxiliary to financial services

Officers

Kerry Joanne Holden-Jones

director · Since 12/02/2026

BRITISH · ENGLAND · Age 47

Matthew Alexander Holden-Jones

director · Since 12/02/2026

BRITISH · ENGLAND · Age 47

Persons with Significant Control

Matthew Alexander Holden-Jones

25–50% shares
25–50% votes

British · England · Age 47

Thirlmere, 11 Ashley Court, Birmingham, B45 8XB

Notified 21/01/2017

Kerry Joanne Holden-Jones

25–50% shares
25–50% votes

British · England · Age 47

Thirlmere, 11 Ashley Court, Birmingham, B45 8XB

Notified 12/02/2026

CompanyRankvs 1359+ SIC 66190 peers
70

Financial strength22th percentile among SIC peers · 6/25
Employees92th percentile among SIC peers · 14/15
LiquidityCurrent ratio 4.2× · 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 strength6/25 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 31/03/2025

Net Worth

£2

Balance sheet strength

Cash

£513k

Cash in the bank

Net Current Assets

£391k

Working capital

Current Assets

£513k

Current Liabilities

£122k

Fixed Assets

£31k

Debtors

£0

6avg. employees+1

Tax at Year End

Corp tax£93k

Balance Sheet

Intangible assets£0
Assets less current liabilities£421k
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20254.20
20243.55
20233.69+£34k
20222.86+£158k
20212.49+£35k
20202.05+£14k
20191.92

Derived from filed accounts. Not audited figures.