Back to search

Panoramic Financial Planning Limited

08923950

active
Private Limited Company
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk

No risk factors detected.

Details

9 TEISE CLOSE, TUNBRIDGE WELLS, TN2 5JN
Incorporated 05/03/2014

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66290
Other activities auxiliary to insurance and pension funding

Officers

Mrs Jill Jefferies

secretary · Since 05/03/2014

Mr Gary Arthur Jefferies

director · Since 05/03/2014

IFA

BRITISH · ENGLAND · Age 65

Persons with Significant Control

Mr Gary Arthur Jefferies

75–100% shares

British · England · Age 65

9, Teise Close, Tunbridge Wells, TN2 5JN

Notified 06/04/2016

CompanyRankvs 1955+ SIC 66290 peers
35

Financial strength30th percentile among SIC peers · 8/25
Employees0th percentile among SIC peers · 0/15
LiquidityNo balance sheet data · 0/20
Longevity12 years trading (max 15) · 12/15
Filing complianceAll filings up to date · 15/15
Show leaderboard
1I.P.M. Sipp Administration Limited
90
2Ipensions Group Limited
90
3Innes Reid Investments Limited
90
4Quest Consulting (London) Limited
90
5Rosemount Financial Solutions (Ifa) Limited
90
6Fairey Associates Limited
90
7Cpadjusting Limited
90
8Retirement Line Limited
90
9My Pension Expert Limited
90
10Collyers Tma Limited
89
1955Panoramic Financial Planning Limited
35
How is this score calculated?
Financial strength8/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees0/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity0/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity12/15 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

£100

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

—

Working capital

Current Assets

—

Current Liabilities

—

Prepared with Companies House