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Bastion Financial Planning Limited

09506105

active
Private Limited Company
england wales
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

UNIT 3 THRESHELFORDS BUSINESS PARK INWORTH ROAD, COLCHESTER, CO5 9SE
Incorporated 24/03/2015

Compliance

Last accounts

31/03/2026

micro entity

Next accounts due

31/12/2027

On track

Confirmation statement

Last: 24/03/2026

Due 07/04/2027

On track

Industry

64999
Other financial service activities

Officers

Mr Andrew Gerald Casey

director · Since 24/03/2015

DIRECTOR

BRITISH · ENGLAND · Age 59

Also on 3 other boards

Persons with Significant Control

Andrew Casey Financial Services Ltd

75–100% shares
75–100% votes
Appoint directors

Unit 3 Threshelfords Business Park, Inworth Road, Colchester, CO5 9SE

Notified 31/10/2024

Former PSCs

Mr Andrew Gerald Casey

Ceased 31/10/2024

Mr David Roland Vacani

Ceased 31/10/2024

CompanyRankvs 1952+ SIC 64999 peers
79

Financial strength77th percentile among SIC peers · 19/25
Employees90th percentile among SIC peers · 14/15
LiquidityCurrent ratio 3.47× · 20/20
Longevity11 years trading (max 15) · 11/15
Filing complianceAll filings up to date · 15/15
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1952Bastion Financial Planning Limited
79
How is this score calculated?
Financial strength19/25 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.

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 31/03/2026

Net Worth

£89k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£95k

Working capital

Current Assets

£134k

Current Liabilities

£39k

Fixed Assets

£9k

5avg. employees+2

Balance Sheet

Assets less current liabilities£104k
Prepared with Companies House

EstimatesDerived

YearCurrent RatioImplied Profit
20263.47+£12k
202512.41+£18k
20243.32+£9k
20232.37+£2k
20222.06+£1k
20212.63—

Derived from filed accounts. Not audited figures.