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Advocate Financial Planning Ltd

09297280

active
Private Limited Company
Companies House
Health Score
75 / 100

Some Concerns

25/30
Filing
10/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)
  • Current liabilities exceed current assets (-10)

Details

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

Compliance

Accounts

Up to date

Confirmation statement

Up to date

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 12131+ SIC 64999 peers
55

Financial strength46th percentile among SIC peers · 12/25
Employees64th percentile among SIC peers · 10/15
LiquidityCurrent ratio 0.99× · 6/20
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 strength12/25 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.

Liquidity6/20 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 31/10/2024

Net Worth

£1k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

-£96

Working capital

Current Assets

£10k

Current Liabilities

£10k

Fixed Assets

£1k

2avg. employees

Balance Sheet

Assets less current liabilities£1k
Prepared with CCH Software

EstimatesDerived

YearCurrent Ratio
20240.99
20230.90
20221.20
20210.96

Derived from filed accounts. Not audited figures.