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Astute Money Financial Planning Ltd

08538737

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

BROOKSIDE, TAVISTOCK, PL19 9PR
Incorporated 21/05/2013

Compliance

Last accounts

31/05/2025

total exemption full

Next accounts due

31/05/2027

On track

Confirmation statement

Last: 21/05/2026

Due 04/06/2027

On track

Industry

66190
Other activities auxiliary to financial services
66290
Other activities auxiliary to insurance and pension funding

Officers

Mrs Sarah Jean Smith

director · Since 17/09/2026

BRITISH · ENGLAND · Age 46

Mrs Amanda Hilary Browning

director · Since 17/09/2026

BRITISH · ENGLAND · Age 52

Edward Thomas Cameron

director · Since 17/09/2026

BRITISH · ENGLAND · Age 34

Former

Mr Darren Fisher

director · Resigned 17/09/2026

Persons with Significant Control

Shipman Group Holdings Limited

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

Ground Floor Eagle House, 1 Babbage Way, Exeter, EX5 2FN

Reg: 11681914 · Companies House · Private Limited Company

Notified 17/09/2026

Former PSCs

Mr Darren Fisher

Ceased 17/09/2026

CompanyRankvs 1596+ SIC 66190 peers
72

Financial strength75th percentile among SIC peers · 19/25
Employees63th percentile among SIC peers · 9/15
LiquidityCurrent ratio 1.74× · 16/20
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 strength19/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees9/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity16/20 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 31/05/2025

Net Worth

£56k

Balance sheet strength

Cash

£189k

Cash in the bank

Net Current Assets

£75k

Working capital

Current Assets

£177k

Current Liabilities

£102k

Fixed Assets

£195

Debtors

-£13k

2avg. employees-1

Balance Sheet

Assets less current liabilities£75k

EstimatesDerived

YearCurrent RatioImplied Profit
20251.74-£322k
202410.93+£15k
20232.52—

Derived from filed accounts. Not audited figures.