Back to search

Cjp Financial Planning Ltd

08379265

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

THE FINANCIAL ADVICE CENTRE 2 QUEENS PARADE, WALSALL, WS3 2EX
Incorporated 29/01/2013

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr John James Yates

secretary · Since 29/01/2013

Also on 4 other boards

Mr John James Yates

director · Since 29/01/2013

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 59

Also on 4 other boards

Mr Craig Glen Jones

director · Since 01/03/2023

NONE

BRITISH · ENGLAND · Age 42

Persons with Significant Control

Mr John James Yates

25–50% shares
25–50% votes

British · England · Age 59

The Financial Advice Centre, 2 Queens Parade, Walsall, WS3 2EX

Notified 06/04/2016

Mr Craig Glen Jones

25–50% shares
25–50% votes

British · England · Age 42

The Financial Advice Centre, 2 Queens Parade, Walsall, WS3 2EX

Notified 29/11/2024

CompanyRankvs 1276+ SIC 64999 peers
82

Financial strength84th percentile among SIC peers · 21/25
Employees86th percentile among SIC peers · 13/15
LiquidityCurrent ratio 6.66× · 20/20
Longevity13 years trading (max 15) · 13/15
Filing complianceAll filings up to date · 15/15
Show leaderboard
1Atlanta Trust Limited
90
2Bishopsgate Corporate Finance Limited
90
3M.W. Beer & Co. Limited
90
4Mirabaud Asset Management Limited
90
5Chelsea Financial Services Plc
90
6Gee & Watson Wealth Management Limited
90
7Yfm Private Equity Limited
90
8Dentons Pension Management Limited
90
9South West Investment Group Limited
90
10Dowgate Capital Limited
90
1276Cjp Financial Planning Ltd
82
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.

Employees13/15 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.

Longevity13/15 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 30/03/2025

Net Worth

£187k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£187k

Working capital

Current Assets

£218k

Current Liabilities

£33k

Fixed Assets

£1k

4avg. employees

Balance Sheet

Assets less current liabilities£188k
Prepared with Taxfiler

EstimatesDerived

YearCurrent RatioImplied Profit
20256.66+£27k
20247.67+£52k
20233.93+£100k
20221.06-£87k
20216.92+£21k
20205.81+£18k
20195.97—

Derived from filed accounts. Not audited figures.