Back to search

Ellacotts Wealth Planning Limited

07801188

active
ltd
england wales
Companies House
Health Score
90 / 100

Healthy

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

No risk factors detected.

Details

Countrywide House, 23 West Bar, Banbury, OX16 9SA
Incorporated 07/10/2011

Previously known as

Ellacotts Wealth Management Limited · until 06/11/2013

Compliance

Last accounts

31/03/2025

micro entity

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 07/10/2025

Due 21/10/2026

On track

Industry

64999
Other financial service activities

Officers

Christopher Adrian Slatter

director · Since 01/04/2018

INDEPENDENT FINANCIAL ADVISER

BRITISH · UNITED KINGDOM · Age 55

Mr David Anthony Stevens

director · Since 02/06/2020

DIRECTOR

BRITISH · UNITED KINGDOM · Age 51

Also on 5 other boards

Christopher Adrian Slatter

director · Since 01/04/2018

British · United Kingdom · Age 55

David Anthony Stevens

director · Since 02/06/2020

British · United Kingdom · Age 51

Former

John Richard Stuchfield Thame

director · Resigned 25/11/2013

Malcolm Paul Smith

director · Resigned 06/06/2016

Morag Elaine Matthews

director · Resigned 04/12/2017

Alan Richard Boby

director · Resigned 31/05/2018

Alan Richard Boby

secretary · Resigned 31/05/2018

David Brian Saunders

director · Resigned 31/05/2020

David Brian Saunders

secretary · Resigned 31/05/2020

Ann Louise Cope

director · Resigned 01/03/2023

Persons with Significant Control

Ellacotts Llp

75–100% shares
75–100% votes
Appoint directors

Countrywide House, 23 West Bar Street, Banbury, OX16 9SA

Notified 06/04/2016

Change History

statusactive
2026-07-25

Active

typeltd
2026-07-25

Private Limited Company

address line1Countrywide House
2026-07-25

COUNTRYWIDE HOUSE

post townBanbury
2026-07-25

BANBURY

officer appointedSLATTER, Christopher Adrian
2026-07-25
officer appointedSTEVENS, David Anthony
2026-07-25

CompanyRankvs 7737+ SIC 64999 peers
63

Financial strength74th percentile among SIC peers · 19/25
Employees16th percentile among SIC peers · 2/15
LiquidityCurrent ratio 1.33× · 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 strength19/25 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 31/03/2025

Net Worth

£64k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£64k

Working capital

Current Assets

£259k

Current Liabilities

£195k

0avg. employees-4
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20251.33+£13k
20241.49-£792
20231.54

Derived from filed accounts. Not audited figures.