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Unity Financial Planning Limited

08457525

active
Private Limited Company
england wales
Companies House
Health Score
75 / 100

Some Concerns

25/30
Filing
10/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)
  • Current liabilities exceed current assets (-10)

Details

16 GREENBOX WESTONHALL ROAD, BROMSGROVE, B60 4AL
Incorporated 22/03/2013

Compliance

Last accounts

31/12/2024

full

Next accounts due

30/09/2026

On track

Confirmation statement

Last: 22/03/2026

Due 05/04/2027

On track

Industry

64999
Other financial service activities

Officers

Mr Simon Mark Redhead

director · Since 01/06/2021

DIRECTOR

BRITISH · ENGLAND · Age 53

Mr Daniel Thomas Baylie

director · Since 12/12/2023

DIRECTOR

BRITISH · ENGLAND · Age 37

Also on 4 other boards

Persons with Significant Control

Wealth Solutions Holdings Limited

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

15, Frederick Road, Birmingham, B15 1JD

Reg: 11801444 · Registrar Of Companies For England And Wales · Private Limited Company

Notified 01/09/2021

Former PSCs

Mr Mark Alan Pritchard

Ceased 01/09/2021

Mrs Julie Tina Pritchard

Ceased 01/09/2021

CompanyRankvs 911+ SIC 64999 peers
84

Financial strength87th percentile among SIC peers · 22/25
Employees93th percentile among SIC peers · 14/15
LiquidityCurrent ratio 4.1× · 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 strength22/25 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 30/09/2020

Net Worth

£286k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£252k

Working capital

Current Assets

£333k

Current Liabilities

£81k

Fixed Assets

£34k

7avg. employees

Balance Sheet

Assets less current liabilities£286k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent Ratio
20204.10

Derived from filed accounts. Not audited figures.