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Prj Financial Planning Ltd

08091590

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

TYNEWYDD BUNGALOW HIGH STREET, NEWPORT, NP11 4FW
Incorporated 01/06/2012

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66220
Activities of insurance agents and brokers

Officers

Mr Philip Richard Jones

director · Since 01/06/2012

INDEPENDENT FINANCIAL ADVISER

WELSH · WALES · Age 56

Mrs Sian Jones

director · Since 28/09/2012

DIRECTOR

WELSH · WALES · Age 54

Also on 1 other board

Persons with Significant Control

Mr Philip Richard Jones

25–50% shares

Welsh · Wales · Age 56

Tynewydd Bungalow, High Street, Newport, NP11 4FW

Notified 01/06/2016

Mrs Sian Jones

25–50% shares

Welsh · Wales · Age 54

Tynewydd Bungalow, High Street, Newport, NP11 4FW

Notified 01/06/2016

CompanyRankvs 260+ SIC 66220 peers
84

Financial strength90th percentile among SIC peers · 23/25
Employees78th percentile among SIC peers · 12/15
LiquidityCurrent ratio 6.3× · 20/20
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 strength23/25 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 30/09/2025

Net Worth

£390k

Balance sheet strength

Cash

£8k

Cash in the bank

Net Current Assets

£388k

Working capital

Current Assets

£461k

Current Liabilities

£73k

Fixed Assets

£16k

Debtors

£453k

4avg. employees-1

Balance Sheet

Intangible assets£14k
Assets less current liabilities£403k
Signed by 08091590 2024-10-01 2025-09-30 08091590 2025-09-30 08091590 bus:OrdinaryShareClass1 2025-09-30 08091590 core:CurrentFinaPrepared with Digita Accounts Production Advanced

EstimatesDerived

YearCurrent RatioImplied Profit
20256.30+£32k
20247.24-£6k
20236.46-£2k
20226.07+£26k
20215.62

Derived from filed accounts. Not audited figures.