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Elementary Financial Planning Ltd

09281729

active
Private Limited Company
Companies House
Health Score
90 / 100

Healthy

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

No risk factors detected.

Details

5TH FLOOR PARK GATE, BRIGHTON, BN1 6AU
Incorporated 27/10/2014

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Keith Wesley Bonner

director · Since 29/10/2024

COMPANY DIRECTOR

BRITISH · ENGLAND · Age 57

Also on 20 other boards

Mr Mark David Rockliffe

director · Since 29/10/2024

COMPANY DIRECTOR

BRITISH · ENGLAND · Age 57

Also on 19 other boards

Mr Russell David Smith

director · Since 16/12/2024

CHIEF FINANCIAL OFFICER

BRITISH · ENGLAND · Age 40

Also on 24 other boards

Mr Toby Julian Lawson

director · Since 01/04/2026

BRITISH · ENGLAND · Age 55

Also on 6 other boards

Mr Patrick Theobalds

director · Since 01/04/2026

BRITISH · ENGLAND · Age 44

Also on 6 other boards

Persons with Significant Control

Cow Corner Investments (No 2) Limited

75–100% shares

5th Floor Park Gate, 161-163 Preston Road, Brighton, BN1 6AU

Reg: 12063059 · England And Wales Companies Registry · Limited Company

Notified 29/10/2024

Former PSCs

Nicola Louise Simmons

Ceased 01/11/2024

Mrs Jane Yvon Bower

Ceased 01/11/2024

John David Simmons

Ceased 01/11/2024

Mr Philip William Hensley Bower

Ceased 01/11/2024

Pembroke Financial Services Ltd

Ceased 01/11/2024

CompanyRankvs 6370+ SIC 64999 peers
84

Financial strength91th percentile among SIC peers · 23/25
Employees96th percentile among SIC peers · 14/15
LiquidityCurrent ratio 4.26× · 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 strength23/25 pts

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

Employees14/15 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 31/03/2025

Net Worth

£567k

Balance sheet strength

Cash

£70k

Cash in the bank

Net Current Assets

£551k

Working capital

Current Assets

£711k

Current Liabilities

£167k

Fixed Assets

£16k

Debtors

£641k

11avg. employees
Signed by 9281729 2024-04-01 2025-03-31 9281729 2025-03-31 9281729 bus:OrdinaryShareClass1 2025-03-31 9281729 core:CurrentFinanciaPrepared with Digita Accounts Production Advanced

EstimatesDerived

YearCurrent RatioImplied Profit
20254.26+£207k
20244.65-£35k
20236.26-£39k
20224.80+£85k
20214.79+£96k
20204.19+£1k
20193.93

Derived from filed accounts. Not audited figures.