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Fresh Perspective Financial Planning Ltd

08162092

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

HARTHAM PARK, CORSHAM, SN13 0RP
Incorporated 31/07/2012

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr William John Driver

director · Since 31/07/2012

CHARTERED FINANCIAL PLANNER

BRITISH · ENGLAND · Age 46

Mr Richard Stewart Boyd

director · Since 29/08/2014

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 48

Persons with Significant Control

Mr William John Driver

25–50% shares
25–50% votes

British · England · Age 46

Hartham Park, Hartham, Corsham, SN13 0RP

Notified 06/04/2016

Mr Richard Stewart Boyd

25–50% shares
25–50% votes

British · England · Age 48

Hartham Park, Hartham, Corsham, SN13 0RP

Notified 06/04/2016

CompanyRankvs 1692+ SIC 64999 peers
81

Financial strength86th percentile among SIC peers · 22/25
Employees64th percentile among SIC peers · 10/15
LiquidityCurrent ratio 2.73× · 20/20
Longevity14 years trading (max 15) · 14/15
Filing complianceAll filings up to date · 15/15
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1692Fresh Perspective Financial Planning Ltd
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How is this score calculated?
Financial strength22/25 pts

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

Employees10/15 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 31/07/2025

Net Worth

£233k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£166k

Working capital

Current Assets

£253k

Current Liabilities

£93k

Fixed Assets

£68k

2avg. employees

Balance Sheet

Assets less current liabilities£234k
Prepared with Taxfiler

EstimatesDerived

YearCurrent RatioImplied Profit
20252.73+£80k
20242.39+£13k
20232.40+£29k
20222.10-£1k
20212.02—

Derived from filed accounts. Not audited figures.