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Gregory Charles Financial Planning Limited

09588186

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

MEADOW END BROOKE GARDENS, NORWICH, NR15 1JH
Incorporated 13/05/2015

Compliance

Last accounts

31/05/2025

total exemption full

Next accounts due

28/02/2027

On track

Confirmation statement

Last: 13/05/2026

Due 27/05/2027

On track

Industry

66220
Activities of insurance agents and brokers
66290
Other activities auxiliary to insurance and pension funding

Officers

Mr Gregory Charles Roper

director · Since 13/05/2015

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 49

Persons with Significant Control

Mr Gregory Charles Roper

75–100% shares

British · England · Age 49

Meadow End, Brooke Gardens, Norwich, NR15 1JH

Notified 13/05/2016

CompanyRankvs 1051+ SIC 66220 peers
74

Financial strength79th percentile among SIC peers · 20/25
Employees55th percentile among SIC peers · 8/15
LiquidityCurrent ratio 3.69× · 20/20
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 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.

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 31/05/2025

Net Worth

£108k

Balance sheet strength

Cash

£117k

Cash in the bank

Net Current Assets

£103k

Working capital

Current Assets

£142k

Current Liabilities

£38k

Fixed Assets

£6k

Debtors

£25k

2avg. employees

Balance Sheet

Assets less current liabilities£109k
Prepared with Taxfiler

EstimatesDerived

YearCurrent RatioImplied Profit
20253.69+£4k
20245.20-£63k
20237.52+£7k
20225.30-£53k
20215.04+£41k
20207.39-£31k
20195.87

Derived from filed accounts. Not audited figures.