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Holmes Financial Planning Ltd

09239915

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

13 BANK STREET, ROSSENDALE, BB4 6QS
Incorporated 29/09/2014

Compliance

Last accounts

25/11/2025

total exemption full

Next accounts due

25/08/2027

On track

Confirmation statement

Last: 15/09/2025

Due 29/09/2026

On track

Industry

64301
Activities of investment trusts

Officers

Mr Christopher Holmes

director · Since 29/09/2014

DIRECTOR

BRITISH · ENGLAND · Age 47

Also on 1 other board

Richard Mark Gisbourne

director · Since 25/11/2025

BRITISH · ENGLAND · Age 42

Also on 1 other board

Persons with Significant Control

Musbury Wealth Management Ltd

75–100% shares
75–100% votes
Appoint directors

13, Bank Street, Rossendale, BB4 6QS

Reg: 16750310 · Companies House · Private Limited Company

Notified 25/11/2025

Former PSCs

Mr Christopher Holmes

Ceased 25/11/2025

CompanyRankvs 276+ SIC 64301 peers
61

Financial strength66th percentile among SIC peers · 17/25
Employees97th percentile among SIC peers · 15/15
LiquidityCurrent ratio 0.49× · 2/20
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 strength17/25 pts

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

Employees15/15 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.

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 25/11/2025

Net Worth

£16k

Balance sheet strength

Cash

£12k

Cash in the bank

Net Current Assets

-£63k

Working capital

Current Assets

£59k

Current Liabilities

£122k

Fixed Assets

£79k

Debtors

£47k

4avg. employees

Tax at Year End

Corp tax£41k

Balance Sheet

Intangible assets£77k
Assets less current liabilities£16k
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20250.49
20240.75
20230.83+£4k
20220.72-£13k
20211.37+£9k
20201.01
20190.93
20181.11

Derived from filed accounts. Not audited figures.