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Advocate Financial Planning Ltd

09297280

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

TUDOR COTTAGE, ST. ASAPH, LL17 0BW
Incorporated 05/11/2014

Compliance

Last accounts

31/10/2024

micro entity

Next accounts due

31/07/2026

On track

Confirmation statement

Last: 05/11/2025

Due 19/11/2026

On track

Industry

64999
Other financial service activities

Officers

Miss Joanne Holley

director · Since 05/11/2014

FINANCIAL SERVICES

BRITISH · WALES · Age 51

Mr Gareth Roberts

director · Since 05/11/2014

FINANCIAL SERVICES

BRITISH · WALES · Age 57

Persons with Significant Control

Mr Gareth Roberts

50–75% shares
50–75% votes
Appoint directors
significant-influence-or-control-as-firm

British · Wales · Age 57

Tudor Cottage, Allt Goch, St. Asaph, LL17 0BW

Notified 06/04/2016

Miss Joanne Holley

25–50% shares
25–50% votes
Appoint directors
significant-influence-or-control-as-firm

British · Wales · Age 51

Tudor Cottage, Allt Goch, St. Asaph, LL17 0BW

Notified 06/04/2016

CompanyRankvs 8916+ SIC 64999 peers
60

Financial strength43th percentile among SIC peers · 11/25
Employees64th percentile among SIC peers · 10/15
LiquidityCurrent ratio 1.05× · 12/20
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 strength11/25 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.

Liquidity12/20 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 31/10/2025

Net Worth

£874

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£173

Working capital

Current Assets

£4k

Current Liabilities

£4k

Fixed Assets

£701

2avg. employees

Balance Sheet

Assets less current liabilities£874
Prepared with CCH Software

EstimatesDerived

YearCurrent Ratio
20251.05
20240.99
20230.90

Derived from filed accounts. Not audited figures.