Back to search

Ic Wealth Financial Planning Ltd

08071069

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

GEORGIA HOUSE, LEAMINGTON SPA, CV32 5EL
Incorporated 16/05/2012

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66220
Activities of insurance agents and brokers

Officers

Mrs Ravinder Kaur Aujla

director · Since 28/09/2020

DIRECTOR

BRITISH · UNITED KINGDOM · Age 59

Also on 2 other boards

Persons with Significant Control

Mrs Ravinder Kaur Aujla

75–100% shares

British · United Kingdom · Age 59

Georgia House, Augusta Place, Leamington Spa, CV32 5EL

Notified 28/09/2020

Former PSCs

Mr Arun Kumar Ram

Ceased 28/09/2020

CompanyRankvs 371+ SIC 66220 peers
82

Financial strength83th percentile among SIC peers · 21/25
Employees78th percentile among SIC peers · 12/15
LiquidityCurrent ratio 5.03× · 20/20
Longevity14 years trading (max 15) · 14/15
Filing complianceAll filings up to date · 15/15
Show leaderboard
How is this score calculated?
Financial strength21/25 pts

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

Employees12/15 pts

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

Liquidity20/20 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 31/05/2025

Net Worth

£170k

Balance sheet strength

Cash

£178k

Cash in the bank

Net Current Assets

£175k

Working capital

Current Assets

£218k

Current Liabilities

£43k

Fixed Assets

£447

Debtors

£40k

4avg. employees

Tax at Year End(2024)

Corp tax£9k

Balance Sheet

Assets less current liabilities£175k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20255.03+£0
20255.03-£2k
20244.33+£35k
20233.28+£75k
20222.33+£37k
20212.23

Derived from filed accounts. Not audited figures.