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Dune Financial Planning Limited

08121664

active
Private Limited Company
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

4 PARK PLACE, LEEDS, LS1 2RU
Incorporated 27/06/2012

Compliance

Last accounts

31/08/2024

total exemption full

Next accounts due

31/05/2026

On track

Confirmation statement

Last: 12/03/2026

Due 26/03/2027

On track

Industry

64999
Other financial service activities

Officers

Mr James Peter Mann

director · Since 19/05/2017

COMPANY DIRECTOR

BRITISH · ENGLAND · Age 47

Mrs Nicola Ann Hartley

director · Since 20/05/2022

DIRECTOR

BRITISH · ENGLAND · Age 40

Persons with Significant Control

Dune Financial Holdings Limited

75–100% shares
75–100% votes

Gresham House, 5-7 St. Pauls Street, Leeds, LS1 2JG

Reg: 10856557 · Companies House · Private Limited Company

Notified 29/08/2017

Former PSCs

Mr Christopher Moat

Ceased 28/12/2016

Simpson Millar Llp

Ceased 29/08/2017

Mr Peter Richard Watson

Ceased 19/05/2017

Mr John Anthony Gittins

Ceased 30/09/2016

Mr David Edward Spencer Broadbent

Ceased 10/08/2017

Mr James Peter Mann

Ceased 29/08/2017

Charges0 outstanding

Charge
satisfied

MORAG ELIZABETH FOWLER

Created 29/08/2017Registered 29/08/2017Satisfied 08/08/2018
Charge
satisfied

AIB GROUP (UK) PLC

Created 16/06/2014Registered 25/06/2014Satisfied 08/09/2017

CompanyRankvs 3474+ SIC 64999 peers
75

Financial strength81th percentile among SIC peers · 20/25
Employees90th percentile among SIC peers · 14/15
LiquidityCurrent ratio 1.38× · 12/20
Longevity14 years trading (max 15) · 14/15
Filing complianceAll filings up to date · 15/15
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3474Dune Financial Planning Limited
74
How is this score calculated?
Financial strength20/25 pts

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

Employees14/15 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.

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 31/08/2024

Net Worth

£136k

Balance sheet strength

Cash

£34k

Cash in the bank

Net Current Assets

£63k

Working capital

Current Assets

£230k

Current Liabilities

£167k

Fixed Assets

£129k

Debtors

£196k

5avg. employees

Tax at Year End

Corp tax£60k

Balance Sheet

Intangible assets£0
Assets less current liabilities£192k
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20241.38+£6k
20232.00+£0
20222.25+£0
20211.86+£0
20202.94+£0
20192.98+£0
20182.65—

Derived from filed accounts. Not audited figures.