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East Anglian Financial Planning Ltd

08608937

active
Private Limited Company
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

LODGE PARK BUSINESS CENTRE LODGE LANE, COLCHESTER, CO4 5NE
Incorporated 15/07/2013

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66220
Activities of insurance agents and brokers

Officers

Mr Andrew Joseph Johnson

director · Since 28/07/2021

DIRECTOR

BRITISH · ENGLAND · Age 71

Also on 4 other boards

Miss Beverley Monk

director · Since 28/07/2021

DIRECTOR

BRITISH · ENGLAND · Age 63

Mr Matthew Robert Merchant

director · Since 13/03/2023

FINANCIAL ADVISER

BRITISH · UNITED KINGDOM · Age 34

Also on 1 other board

Mr John Grant Buchanan

director · Since 13/03/2023

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 47

Also on 1 other board

Mr Gary Leonard Riches

director · Since 13/03/2023

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 57

Also on 1 other board

Neil Gordon Hewitt

director · Since 13/04/2023

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 61

Mr Kurt Thomas Walsh

director · Since 09/06/2023

HEAD OF COMPLIANCE

BRITISH · ENGLAND · Age 41

Persons with Significant Control

East Anglian Financial Planning (Services) Ltd

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

Lodge Park Business Centre, Lodge Lane, Colchester, CO4 5NE

Reg: 14437196 · Companies House · Private Limited Company

Notified 06/08/2024

Former PSCs

Mr Keith Gordon Smith

Ceased 31/10/2018

Mrs Diane Stephnie Smith

Ceased 31/10/2018

Woodward Markwell Insurance Brokers Holdings Limited

Ceased 01/12/2022

Mr Andrew Joseph Johnson

Ceased 06/08/2024

Ms Beverley Monk

Ceased 06/08/2024

CompanyRankvs 782+ SIC 66220 peers
82

Financial strength90th percentile among SIC peers · 23/25
Employees97th percentile among SIC peers · 15/15
LiquidityCurrent ratio 1.93× · 16/20
Longevity13 years trading (max 15) · 13/15
Filing complianceAll filings up to date · 15/15
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782East Anglian Financial Planning Ltd
77
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.

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 30/11/2025

Net Worth

£377k

Balance sheet strength

Cash

£529k

Cash in the bank

Net Current Assets

£362k

Working capital

Current Assets

£751k

Current Liabilities

£389k

Fixed Assets

£20k

Debtors

£222k

24avg. employees+16

Balance Sheet

Assets less current liabilities£382k
Prepared with BTCSoftware AP Solution 2025 12.2.02

EstimatesDerived

YearCurrent RatioImplied Profit
20251.93+£255k
20241.51—
20231.01—
20230.05—

Derived from filed accounts. Not audited figures.