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Dis Independent Financial Planning Limited

08208669

active
Private Limited Company
england wales
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

5 AVIARY ROAD, MANCHESTER, M28 2WF
Incorporated 10/09/2012

Compliance

Last accounts

05/04/2025

micro entity

Next accounts due

05/01/2027

On track

Confirmation statement

Last: 19/06/2025

Due 03/07/2026

On track

Industry

66220
Activities of insurance agents and brokers

Officers

Mr David Iain Stephens

director · Since 10/09/2012

FINANCIAL ADVISOR

BRITISH · UNITED KINGDOM · Age 61

Persons with Significant Control

Mr David Stephens

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

British · England · Age 61

5, Aviary Road, Manchester, M28 2WF

Notified 06/04/2016

CompanyRankvs 607+ SIC 66220 peers
80

Financial strength91th percentile among SIC peers · 23/25
Employees55th percentile among SIC peers · 8/15
LiquidityCurrent ratio 10.91× · 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.

Employees8/15 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 05/04/2025

Net Worth

£408k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£354k

Working capital

Current Assets

£390k

Current Liabilities

£36k

Fixed Assets

£55k

2avg. employees

Balance Sheet

Assets less current liabilities£409k
Signed by 08208669 2024-04-06 2025-04-05 08208669 2025-04-05 08208669 core:CurrentFinancialInstruments core:WithinOneYear 2025-04-Prepared with Digita Accounts Production Advanced

EstimatesDerived

YearCurrent RatioImplied Profit
202510.91-£796
20247.01+£19k
20236.09+£9k
20227.22+£69k
20218.69-£17k
202011.56+£44k
201911.73

Derived from filed accounts. Not audited figures.