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Plan-It Financial Solutions Ltd

08427486

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

KBS PARTNERSHIP LLP BANK HOUSE, MARKET STREET, HIGH PEAK, SK23 7AA
Incorporated 04/03/2013

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66220
Activities of insurance agents and brokers

Officers

Mr Jonathan Mark Hardaker

director · Since 02/04/2013

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 60

Mrs Jenny Hardaker

director · Since 26/03/2021

ADMINISTRATION MANAGER

BRITISH · ENGLAND · Age 53

Persons with Significant Control

Mr Jonathan Mark Hardaker

75–100% shares

British · England · Age 60

Kbs Partnership Llp, Bank House, Market Street, High Peak, SK23 7AA

Notified 11/06/2017

CompanyRankvs 447+ SIC 66220 peers
81

Financial strength86th percentile among SIC peers · 22/25
Employees71th percentile among SIC peers · 11/15
LiquidityCurrent ratio 2.39× · 20/20
Longevity13 years trading (max 15) · 13/15
Filing complianceAll filings up to date · 15/15
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447Plan-It Financial Solutions Ltd
81
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.

Employees11/15 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

£224k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£101k

Working capital

Current Assets

£175k

Current Liabilities

£73k

Fixed Assets

£127k

3avg. employees-1

Tax at Year End(2021)

Corp tax£6k

Director Loans(2021)

Company owes directors£4k

Balance Sheet

Assets less current liabilities£228k
Signed by J M Hardaker 3 December 2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20252.39+£68k
20242.26-£14k
20232.55+£9k
20221.85+£395
20212.11—

Derived from filed accounts. Not audited figures.