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Soderberg & Partners Financial Planning Limited

09442026

active
ltd
england wales
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)

Details

One Temple Quay, Temple Back East, Bristol, BS1 6DZ
Incorporated 16/02/2015

Previously known as

Abc Financial Planning Limited · until 29/01/2026

Compliance

Last accounts

31/12/2024

unaudited abridged

Next accounts due

04/09/2026

On track

Confirmation statement

Last: 16/02/2026

Due 02/03/2027

On track

Industry

66220
Activities of insurance agents and brokers

Officers

Mr. Duncan Louis James Mckillop

director · Since 04/12/2025

BRITISH · UNITED KINGDOM · Age 59

Also on 5 other boards

Tom Dudley

director · Since 04/12/2025

BRITISH · UNITED KINGDOM · Age 48

Mr Karl Magnus Wikner

director · Since 04/12/2025

SWEDISH · SWEDEN · Age 54

Also on 2 other boards

Duncan Louis James Mckillop

director · Since 04/12/2025

British · United Kingdom · Age 59

Tom Dudley

director · Since 04/12/2025

British · United Kingdom · Age 48

Karl Magnus Wikner

director · Since 04/12/2025

Swedish · Sweden · Age 54

Former

Robert Charles Sharpley

secretary · Resigned 08/08/2023

Robert Charles Sharpley

director · Resigned 08/08/2023

Paul Robinson

director · Resigned 04/12/2025

Persons with Significant Control

Former PSCs

Mr Robert Charles Sharpley

Ceased 08/08/2023

Moneyweb Limited

Ceased 04/12/2025

Change History

officer appointedDUDLEY, Tom
2026-06-14
officer appointedMCKILLOP, Duncan Louis James, Mr.
2026-06-14
officer appointedWIKNER, Karl Magnus
2026-06-14
statusactive
2026-06-14

Active

post townBristol
2026-06-14

BRISTOL

typeltd
2026-06-14

Private Limited Company

address line1One Temple Quay
2026-06-14

ONE TEMPLE QUAY

CompanyRankvs 4914+ SIC 66220 peers
34

Financial strength24th percentile among SIC peers · 6/25
Employees12th percentile among SIC peers · 2/15
LiquidityNo balance sheet data · 0/20
Longevity11 years trading (max 15) · 11/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength6/25 pts

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

Employees2/15 pts

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

Liquidity0/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity11/15 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 31/12/2024

Net Worth

£100

Balance sheet strength

Cash

£23k

Cash in the bank

Net Current Assets

-£964

Working capital

Current Assets

Current Liabilities

£24k

0avg. employees-1

Tax at Year End(2023)

Corp tax£6k

Balance Sheet

Assets less current liabilities-£964
Prepared with IRIS Accounts Production

EstimatesDerived

YearImplied Profit
2023-£16k
2022+£22k
2021+£21k
2020+£59k

Derived from filed accounts. Not audited figures.