Back to search

Smart Advice Financial Solutions Ltd

07797549

active
Private Limited Company
Companies House
Health Score
85 / 100

Healthy

25/30
Filing
20/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)

Details

2 ST. STEPHEN'S COURT, BOURNEMOUTH, BH2 6LA
Incorporated 05/10/2011

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Robert David Loaring

director · Since 05/10/2011

IFA

BRITISH · ENGLAND · Age 51

Also on 6 other boards

Mrs Michelle Jane Brook

director · Since 16/01/2026

ENGLISH · ENGLAND · Age 59

Benjamin Peter Dodds

director · Since 16/01/2026

BRITISH · ENGLAND · Age 38

Persons with Significant Control

Brook Financial Services Ltd

75–100% shares

2 St. Stephen's Court, St. Stephen's Road, Bournemouth, BH2 6LA

Reg: 07311674 · Companies House England · Limited Company

Notified 16/01/2026

Former PSCs

Mr Robert David Loaring

Ceased 16/01/2026

CompanyRankvs 1709+ SIC 64999 peers
81

Financial strength94th percentile among SIC peers · 24/25
Employees98th percentile among SIC peers · 15/15
LiquidityCurrent ratio 1.43× · 12/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Show leaderboard
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.

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 31/10/2024

Net Worth

£941k

Balance sheet strength

Cash

£2.0M

Cash in the bank

Net Current Assets

£877k

Working capital

Current Assets

£2.9M

Current Liabilities

£2.0M

Fixed Assets

£64k

Debtors

£885k

17avg. employees
Prepared with VT Final Accounts

EstimatesDerived

YearCurrent RatioImplied Profit
20241.43+£164k
20231.35+£257k
20221.21+£368k
20211.06+£59k
20201.05+£166k
20190.94+£110k
20180.85

Derived from filed accounts. Not audited figures.