Balance: Wealth Planning Limited
08552799
Healthy
- Current liabilities exceed current assets (-10)
Details
Compliance
Last accounts
30/06/2025
total exemption full
Next accounts due
31/03/2027
Confirmation statement
Last: 03/06/2025
Due 17/06/2026
Industry
Officers
director · Since 03/06/2013
MANAGING DIRECTOR
BRITISH · UNITED KINGDOM · Age 47
Also on 2 other boards
director · Since 06/01/2022
COMPLIANCE DIRECTOR
BRITISH · ENGLAND · Age 53
Also on 1 other board
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
British · United Kingdom · Age 47
The Point, Loughborough Road, Nottingham, NG2 7QW
Notified 06/04/2016
CompanyRankvs 196+ SIC 66190 peers86
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How is this score calculated?
Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.
Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.
Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.
One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.
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
Balance Sheet
EstimatesDerived
| Year | Current Ratio | Implied Profit |
|---|---|---|
| 2025 | 6.21 | +£61k |
| 2024 | 7.34 | +£18k |
| 2023 | 13.51 | -£6k |
| 2022 | 5.88 | +£58k |
| 2021 | 4.82 | +£27k |
| 2020 | 3.97 | +£14k |
| 2019 | 5.22 | +£34k |
| 2018 | 2.58 | — |
Derived from filed accounts. Not audited figures.