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Brunel Independent Financial Planners Limited

09046783

active
Private Limited Company
england wales
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

THE CRESCENT, BRISTOL, BS1 6EZ
Incorporated 19/05/2014

Compliance

Last accounts

31/12/2024

total exemption full

Next accounts due

30/09/2026

On track

Confirmation statement

Last: 19/05/2025

Due 02/06/2026

On track

Industry

64999
Other financial service activities
66190
Other activities auxiliary to financial services
66290
Other activities auxiliary to insurance and pension funding

Officers

Mr Iain Kerr Black

director · Since 27/04/2021

DIRECTOR

BRITISH · ENGLAND · Age 67

Mr Russell Alan Lane

director · Since 27/04/2021

DIRECTOR

BRITISH · UNITED KINGDOM · Age 49

Persons with Significant Control

Brunel Wealth Limited

75–100% shares

The Crescent, Temple Back, Bristol, BS1 6EZ

Reg: 12281992 · England & Wales · Private Limited Company

Notified 27/04/2021

Former PSCs

Mr Thomas Joseph Christopher Jones

Ceased 27/04/2021

Mrs Carol Lesley Jones

Ceased 27/04/2021

CompanyRankvs 1977+ SIC 64999 peers
79

Financial strength86th percentile among SIC peers · 22/25
Employees64th percentile among SIC peers · 10/15
LiquidityCurrent ratio 143.23× · 20/20
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 strength22/25 pts

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

Employees10/15 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.

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 31/12/2024

Net Worth

£260k

Balance sheet strength

Cash

£871

Cash in the bank

Net Current Assets

£256k

Working capital

Current Assets

£258k

Current Liabilities

£2k

Fixed Assets

£4k

Debtors

£257k

2avg. employees

Tax at Year End(2022)

Corp tax£90k

Director Loans(2021)

Company owes directors£3k

Balance Sheet

Assets less current liabilities£260k
Signed by Mr Russell Lane 25/09/2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
2024143.23-£18k
2023153.36-£10k
2022249.36-£259k
20226.75+£385k
20216.67-£2k
20204.77+£276k
2019-3.53

Derived from filed accounts. Not audited figures.