Mortgage & Financial Planning (Wells) Ltd
08871455
Healthy
No risk factors detected.
Details
Compliance
Accounts
Confirmation statement
Industry
Officers
director · Since 31/01/2014
BUSINESS FINANCE CONSULTANT
BRITISH · UNITED KINGDOM · Age 80
Also on 3 other boards
director · Since 14/09/2016
NONE
BRITISH · ENGLAND · Age 76
Also on 2 other boards
secretary · Since 30/09/2016
Persons with Significant Control
Mr Robert O'Malley-White
British · England · Age 80
10, Jocelyn Drive, Wells, BA5 2EW
Notified 30/06/2016
CompanyRankvs 2480+ SIC 66220 peers64
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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 31/03/2025
Net Worth
£9k
Balance sheet strength
Cash
—
Cash in the bank
Net Current Assets
£12k
Working capital
Current Assets
£26k
Current Liabilities
£14k
Fixed Assets
£3k
Balance Sheet
EstimatesDerived
| Year | Current Ratio | Implied Profit |
|---|---|---|
| 2025 | 1.88 | +£2k |
| 2024 | 1.48 | +£681 |
| 2023 | 1.15 | +£5k |
| 2022 | 0.95 | -£985 |
| 2021 | 0.98 | +£767 |
| 2020 | 0.90 | -£2k |
Derived from filed accounts. Not audited figures.