Back to search

Acorn Financial Planning Ltd

08580073

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

3 ROCKFIELD BUSINESS PARK OLD STATION DRIVE, CHELTENHAM, GL53 0AN
Incorporated 21/06/2013

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Nicholas Paul Jones

director · Since 21/06/2013

DIRECTOR

BRITISH · ENGLAND · Age 58

Also on 1 other board

Mr Peter Houlden Lawson

director · Since 21/06/2013

DIRECTOR

BRITISH · ENGLAND · Age 63

Also on 1 other board

Persons with Significant Control

Mr Nicholas Paul Jones

25–50% shares
25–50% votes

British · England · Age 58

3 Rockfield Business Park, Old Station Drive, Cheltenham, GL53 0AN

Notified 06/04/2016

Mr Peter Houlden Lawson

25–50% shares
25–50% votes

British · England · Age 63

3 Rockfield Business Park, Old Station Drive, Cheltenham, GL53 0AN

Notified 06/04/2016

CompanyRankvs 3756+ SIC 64999 peers
73

Financial strength42th percentile among SIC peers · 11/25
Employees94th percentile among SIC peers · 14/15
LiquidityCurrent ratio 3.5× · 20/20
Longevity13 years trading (max 15) · 13/15
Filing complianceAll filings up to date · 15/15
Show leaderboard
1Atlanta Trust Limited
90
2Bishopsgate Corporate Finance Limited
90
3M.W. Beer & Co. Limited
90
4Mirabaud Asset Management Limited
90
5Chelsea Financial Services Plc
90
6Gee & Watson Wealth Management Limited
90
7Yfm Private Equity Limited
90
8South West Investment Group Limited
90
9Dowgate Capital Limited
90
10Greystone Financial Services Limited
90
3756Acorn Financial Planning Ltd
73
How is this score calculated?
Financial strength11/25 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 31/03/2025

Net Worth

£600

Balance sheet strength

Cash

£202k

Cash in the bank

Net Current Assets

£162k

Working capital

Current Assets

£228k

Current Liabilities

£65k

Fixed Assets

£112

Debtors

£26k

8avg. employees

Tax at Year End

Corp tax£61k

Balance Sheet

Assets less current liabilities£163k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20253.50—
20245.13—
20236.00-£20k
20225.29+£42k
20214.52—

Derived from filed accounts. Not audited figures.