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Portal Financial Planning Limited

07972074

active
Private Limited Company
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

HERITAGE EXCHANGE PLOVER ROAD, HUDDERSFIELD, HD3 3HR
Incorporated 01/03/2012

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66290
Other activities auxiliary to insurance and pension funding

Officers

Mr Steven Michael Haigh

director · Since 01/03/2012

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 52

Persons with Significant Control

Mr Steven Michael Haigh

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

British · England · Age 52

Heritage Exchange, Plover Road, Huddersfield, HD3 3HR

Notified 06/04/2016

Former PSCs

Mr Richard Kaye

Ceased 20/06/2024

CompanyRankvs 434+ SIC 66290 peers
77

Financial strength75th percentile among SIC peers · 19/25
Employees84th percentile among SIC peers · 13/15
LiquidityCurrent ratio 1.63× · 16/20
Longevity14 years trading (max 15) · 14/15
Filing complianceAll filings up to date · 15/15
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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.

Employees13/15 pts

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

Liquidity16/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity14/15 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

£74k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£61k

Working capital

Current Assets

£156k

Current Liabilities

£96k

Fixed Assets

£19k

4avg. employees

Balance Sheet

Assets less current liabilities£80k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20251.63+£33k
20241.39+£34k
20231.12-£21k
20221.46-£1k
20211.69

Derived from filed accounts. Not audited figures.