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Oliver Smith Financial Management Limited

08776682

active
Private Limited Company
Companies House
Health Score
81 / 100

Healthy

25/30
Filing
20/30
Financial
36/40
Risk
  • No accounts filed in last 18 months (-5)
  • 2 outstanding charges (-4)

Details

5 IRONMONGER STREET, STAMFORD, PE9 1PL
Incorporated 15/11/2013

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66190
Other activities auxiliary to financial services

Officers

Oliver Robert Smith

director · Since 15/11/2013

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 41

Persons with Significant Control

Mr Oliver Courtney Smith

75–100% shares

British · England · Age 41

5, Ironmonger Street, Stamford, PE9 1PL

Notified 06/04/2016

Charges2 outstanding

Charge
outstanding

BARCLAYS SECURITY TRUSTEE LIMITED

Created 11/01/2021Registered 13/01/2021
Charge
outstanding

BARCLAYS SECURITY TRUSTEE LIMITED

Created 20/11/2020Registered 24/11/2020

CompanyRankvs 2186+ SIC 66190 peers
53

Financial strength94th percentile among SIC peers · 24/25
Employees63th percentile among SIC peers · 9/15
LiquidityCurrent ratio 0.28× · 2/20
Longevity13 years trading (max 15) · 13/15
Filing complianceAll filings up to date · 15/15
Outstanding charges -10
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How is this score calculated?
Financial strength24/25 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.

Liquidity2/20 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.

Risk deductions

Outstanding charges: -10 pts

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 30/11/2024

Net Worth

£677k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

-£175k

Working capital

Current Assets

£69k

Current Liabilities

£244k

Fixed Assets

£1.0M

2avg. employees

Balance Sheet

Assets less current liabilities£873k
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20240.28-£14k
20231.88-£78k
20222.98+£41k
20211.87

Derived from filed accounts. Not audited figures.