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W T Independent Financial Planning Limited

07686335

active
Private Limited Company
Companies House
Health Score
90 / 100

Healthy

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

No risk factors detected.

Details

VIVIAN HOUSE, TRURO, TR1 2DP
Incorporated 28/06/2011

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mrs Sarah Williams

director · Since 28/06/2011

FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 55

Persons with Significant Control

Mrs Sarah Williams

50–75% shares
50–75% votes

British · England · Age 55

5 St Anthony Way, Falmouth, TR11 4EG

Notified 06/04/2016

Mr Neal Thomas Williams

25–50% shares
25–50% votes

British · England · Age 49

5 St Anthony Way, Falmouth, TR11 4EG

Notified 06/04/2016

CompanyRankvs 8038+ SIC 64999 peers
61

Financial strength69th percentile among SIC peers · 17/25
Employees16th percentile among SIC peers · 2/15
LiquidityCurrent ratio 1.34× · 12/20
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 strength17/25 pts

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

Employees2/15 pts

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

Liquidity12/20 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 30/06/2025

Net Worth

£36k

Balance sheet strength

Cash

£136k

Cash in the bank

Net Current Assets

£35k

Working capital

Current Assets

£137k

Current Liabilities

£102k

Fixed Assets

£1k

Debtors

£870

0avg. employees-3

Tax at Year End

Corp tax£41k

Balance Sheet

Intangible assets£0
Assets less current liabilities£36k
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20251.34-£21k
20241.57+£12k
20231.31+£24k
20221.10-£59k

Derived from filed accounts. Not audited figures.