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Vita Financial Planning Ltd

08420827

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

20A CHURCH ROAD, WELWYN GARDEN CITY, AL8 6PS
Incorporated 26/02/2013

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

70221
Financial management

Officers

Mr Anthony Charles Caldwell

director · Since 26/02/2013

FINANCIAL PLANNER

BRITISH · ENGLAND · Age 55

Mrs Caroline Ann Caldwell

director · Since 26/02/2013

ADMINISTRATOR

BRITISH · UNITED KINGDOM · Age 54

Also on 1 other board

Persons with Significant Control

Mr Anthony Charles Caldwell

50–75% shares

British · England · Age 55

20a, Church Road, Welwyn Garden City, AL8 6PS

Notified 06/04/2016

CompanyRankvs 236+ SIC 70221 peers
85

Financial strength93th percentile among SIC peers · 23/25
Employees96th percentile among SIC peers · 14/15
LiquidityCurrent ratio 4.67× · 20/20
Longevity13 years trading (max 15) · 13/15
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.

Employees14/15 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 31/03/2025

Net Worth

£288k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£184k

Working capital

Current Assets

£225k

Current Liabilities

£48k

Fixed Assets

£107k

5avg. employees

Balance Sheet

Assets less current liabilities£291k
Signed by Mr Anthony Caldwell 31/07/2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20254.67+£11k
20244.41+£54k
20234.69+£163k
20221.50-£7k
20211.46+£134k
2020-0.93+£3k
2019-0.78

Derived from filed accounts. Not audited figures.