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Balance: Wealth Planning Limited

08552799

active
Private Limited Company
england wales
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

THE POINT LOUGHBOROUGH ROAD, NOTTINGHAM, NG2 7QW
Incorporated 03/06/2013

Compliance

Last accounts

30/06/2025

total exemption full

Next accounts due

31/03/2027

On track

Confirmation statement

Last: 03/06/2025

Due 17/06/2026

On track

Industry

66190
Other activities auxiliary to financial services

Officers

Mrs Rebecca Elizabeth Aldridge

director · Since 03/06/2013

MANAGING DIRECTOR

BRITISH · UNITED KINGDOM · Age 47

Also on 2 other boards

Mrs Carolyn Helen Talkes-Nicholls

director · Since 06/01/2022

COMPLIANCE DIRECTOR

BRITISH · ENGLAND · Age 53

Also on 1 other board

Mr Krupesh Vipul Kotecha

director · Since 09/02/2022

INVESTMENT DIRECTOR

BRITISH · UNITED KINGDOM · Age 44

Also on 1 other board

Persons with Significant Control

Mrs Rebecca Elizabeth Aldridge

75–100% shares
75–100% votes

British · United Kingdom · Age 47

The Point, Loughborough Road, Nottingham, NG2 7QW

Notified 06/04/2016

CompanyRankvs 196+ SIC 66190 peers
86

Financial strength90th percentile among SIC peers · 23/25
Employees99th percentile among SIC peers · 15/15
LiquidityCurrent ratio 6.21× · 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.

Employees15/15 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 30/06/2025

Net Worth

£329k

Balance sheet strength

Cash

£209k

Cash in the bank

Net Current Assets

£312k

Working capital

Current Assets

£372k

Current Liabilities

£60k

Fixed Assets

£23k

Debtors

£163k

23avg. employees+2

Balance Sheet

Assets less current liabilities£335k
Signed by R E Aldridge 23rd March 2026Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20256.21+£61k
20247.34+£18k
202313.51-£6k
20225.88+£58k
20214.82+£27k
20203.97+£14k
20195.22+£34k
20182.58

Derived from filed accounts. Not audited figures.