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Jd Financial Planning Ltd

09304951

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

7 MILLSIDE, WOLVERHAMPTON, WV5 8JJ
Incorporated 11/11/2014

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

65110
Life insurance

Officers

Mr Jason James Dowler

secretary · Since 11/11/2014

Also on 1 other board

Mr Jason James Dowler

director · Since 11/11/2014

FINANCIALADVISOR

BRITISH · ENGLAND · Age 55

Also on 1 other board

Persons with Significant Control

Mr Jason James Dowler

Significant control

British · England · Age 55

7 Millside, Wombourne, Wolverhampton, WV5 8JJ

Notified 06/04/2016

CompanyRankvs 450+ SIC 65110 peers
71

Financial strength80th percentile among SIC peers · 20/25
Employees52th percentile among SIC peers · 8/15
LiquidityCurrent ratio 1.57× · 16/20
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 strength20/25 pts

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

Employees8/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity16/20 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 30/11/2025

Net Worth

£118k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£13k

Working capital

Current Assets

£36k

Current Liabilities

£23k

Fixed Assets

£105k

2avg. employees-1

Balance Sheet

Assets less current liabilities£118k
Prepared with Companies House

EstimatesDerived

YearCurrent RatioImplied Profit
20251.57+£5k
20241.36+£72k
20231.46

Derived from filed accounts. Not audited figures.