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Bluejay Financial Planning Ltd

08970008

active
Private Limited Company
england wales
Companies House
Health Score
80 / 100

Healthy

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

No risk factors detected.

Details

98 CHURCH STREET, NOTTINGHAM, NG9 8DJ
Incorporated 01/04/2014

Compliance

Last accounts

31/03/2026

total exemption full

Next accounts due

31/12/2027

On track

Confirmation statement

Last: 01/03/2026

Due 15/03/2027

On track

Industry

66220
Activities of insurance agents and brokers

Officers

Miss Tracey Caroline Oxford

director · Since 01/04/2014

PARAPLANNER

BRITISH · ENGLAND · Age 48

Mr Jason Edward Roofe

director · Since 01/04/2014

INDEPENDENT FINANCIAL ADVISER

BRITISH · ENGLAND · Age 56

Persons with Significant Control

Ms Tracey Caroline Oxford

25–50% shares

English · England · Age 48

98, Church Street, Nottingham, NG9 8DJ

Notified 06/04/2016

Mr Jason Edward Roofe

25–50% shares

English · England · Age 56

98, Church Street, Nottingham, NG9 8DJ

Notified 06/04/2016

CompanyRankvs 3183+ SIC 66220 peers
53

Financial strength73th percentile among SIC peers · 18/25
Employees55th percentile among SIC peers · 8/15
LiquidityNo balance sheet data · 0/20
Longevity12 years trading (max 15) · 12/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength18/25 pts

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

Employees8/15 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 31/03/2026

Net Worth

£58k

Balance sheet strength

Cash

£73k

Cash in the bank

Net Current Assets

£44k

Working capital

Current Assets

Current Liabilities

£29k

Fixed Assets

£14k

2avg. employees

Tax at Year End

Corp tax£15k

Balance Sheet

Intangible assets£13k
Assets less current liabilities£58k
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
2026+£2k
20252.44+£2k
20242.48+£976
20232.69+£4k
20222.35-£7k
20212.78-£3k
20203.98-£10k
20193.04

Derived from filed accounts. Not audited figures.