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Pattison James Associates Financial Planning Ltd

08743284

active
Private Limited Company
Companies House
Health Score
75 / 100

Some Concerns

25/30
Filing
10/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)
  • Current liabilities exceed current assets (-10)

Details

7 PORTESBERY ROAD, CAMBERLEY, GU15 3TA
Incorporated 22/10/2013

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66190
Other activities auxiliary to financial services
66220
Activities of insurance agents and brokers

Officers

Mr James Peter Shannon

director · Since 22/10/2013

COMPANY DIRECTOR

BRITISH · ENGLAND · Age 47

Also on 4 other boards

Persons with Significant Control

Mr James Peter Shannon

25–50% shares

British · England · Age 47

7, Portesbery Road, Camberley, GU15 3TA

Notified 06/04/2016

Former PSCs

Miss Nicole Janine Patterson

Ceased 01/11/2016

Miss Nicole Pattison

Ceased 18/04/2019

Mrs Nicole Janine Shannon

Ceased 30/04/2024

CompanyRankvs 786+ SIC 66190 peers
77

Financial strength79th percentile among SIC peers · 20/25
Employees63th percentile among SIC peers · 9/15
LiquidityCurrent ratio 3.6× · 20/20
Longevity13 years trading (max 15) · 13/15
Filing complianceAll filings up to date · 15/15
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786Pattison James Associates Financial Planning Ltd
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How is this score calculated?
Financial strength20/25 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.

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 31/10/2024

Net Worth

£88k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£118k

Working capital

Current Assets

£163k

Current Liabilities

£45k

2avg. employees+2

Balance Sheet

Assets less current liabilities£118k
Prepared with Companies House

EstimatesDerived

YearCurrent RatioImplied Profit
20243.60+£44k
20232.64+£10k
20222.55-£11k
20214.57—

Derived from filed accounts. Not audited figures.