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Fidelium Financial Planners Limited

09548030

active
Private Limited Company
england wales
Companies House
Health Score
79 / 100

Some Concerns

25/30
Filing
20/30
Financial
34/40
Risk
  • No accounts filed in last 18 months (-5)
  • 3 outstanding charges (-6)

Details

C/O WINDSOR HOUSE, STATION COURT STATION ROAD, CAMBRIDGE, CB22 5NE
Incorporated 17/04/2015

Compliance

Last accounts

31/03/2025

audit exemption subsidiary

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 30/09/2025

Due 14/10/2026

On track

Industry

64999
Other financial service activities

Officers

Ms Sarah Denise Brown

director · Since 17/04/2015

IFA

BRITISH · UNITED KINGDOM · Age 60

Also on 4 other boards

Mr Richard John Rhodes

director · Since 03/05/2024

ACCOUNTANT

BRITISH · ENGLAND · Age 58

Also on 24 other boards

Ms Rebecca Nkoane

director · Since 31/03/2026

BRITISH · ENGLAND · Age 51

Persons with Significant Control

Fidelium Limited

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

3, Brook Business Centre, Uxbridge, UB8 2FX

Reg: 10831979 · England And Wales · Private Company Limited By Shares

Notified 26/11/2021

Former PSCs

Ms Sarah Denise Brown

Ceased 26/11/2021

Charges3 outstanding

Charge
outstanding

TC LOANS LIMITED (AS TRUSTEE FOR THE SECURED PARTIES)

Created 22/12/2025Registered 23/12/2025
Charge
outstanding

ROCKPOOL (SECURITY TRUSTEE) LIMITED

Created 03/05/2024Registered 13/05/2024
Charge
outstanding

TC LOANS LIMITED ACTING AS THE SECURITY TRUSTEE OF THE SECURED PARTIES

Created 03/05/2024Registered 07/05/2024

CompanyRankvs 1525+ SIC 64999 peers
71

Financial strength92th percentile among SIC peers · 23/25
Employees80th percentile among SIC peers · 12/15
LiquidityCurrent ratio 4.2× · 20/20
Longevity11 years trading (max 15) · 11/15
Filing complianceAll filings up to date · 15/15
Outstanding charges -10
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How is this score calculated?
Financial strength23/25 pts

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

Employees12/15 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.

Risk deductions

Outstanding charges: -10 pts

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 31/03/2024

Net Worth

£609k

Balance sheet strength

Cash

£699k

Cash in the bank

Net Current Assets

£600k

Working capital

Current Assets

£787k

Current Liabilities

£187k

Fixed Assets

£9k

Debtors

£88k

3avg. employees

Balance Sheet

Assets less current liabilities£609k
Signed by Ms Sarah Brown 18 April 2024Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20244.20+£306k
20233.51-£573k
20217.19-£247k
20209.27+£399k
20197.87—

Derived from filed accounts. Not audited figures.