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Smart Advice Financial Solutions Ltd

07797549

active
ltd
england wales
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, St. Stephen's Road, Bournemouth, BH2 6LA
Incorporated 05/10/2011

Compliance

Last accounts

31/10/2025

total exemption full

Next accounts due

30/09/2027

On track

Confirmation statement

Last: 21/10/2025

Due 04/11/2026

On track

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

Benjamin Peter Dodds

director · Since 16/01/2026

BRITISH · ENGLAND · Age 38

Mrs Michelle Jane Brook

director · Since 16/01/2026

ENGLISH · ENGLAND · Age 59

Mr Benjamin Peter Dodds

director · Since 16/01/2026

BRITISH · ENGLAND · Age 38

Robert David Loaring

director · Since 05/10/2011

British · England · Age 51

Michelle Jane Brook

director · Since 16/01/2026

English · England · Age 59

Benjamin Peter Dodds

director · Since 16/01/2026

British · England · Age 38

Former

Simon Timothy Grange

director · Resigned 22/11/2011

Simon Timothy Grange

secretary · Resigned 29/02/2012

Simon Michael Orton

director · Resigned 03/07/2013

Christopher Mark Kindon

director · Resigned 18/04/2019

Andrew John Cuthbert

director · Resigned 30/09/2022

Simon James Fenner

director · Resigned 30/11/2023

Marc Anthony Mylum

director · Resigned 16/01/2026

Katie Joanne Elizabeth Belizaire

director · Resigned 16/01/2026

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

Change History

statusactive
2026-07-09

Active

typeltd
2026-07-09

Private Limited Company

address line12 St. Stephen's Court
2026-07-09

2 ST. STEPHEN'S COURT

post townBournemouth
2026-07-09

BOURNEMOUTH

CompanyRankvs 1695+ 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
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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

Derived from filed accounts. Not audited figures.