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Jpb Financial Planning Limited

09703725

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

11 MARKET PLACE, MACCLESFIELD, SK10 1EB
Incorporated 27/07/2015

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66220
Activities of insurance agents and brokers

Officers

Mr William Beighton

director · Since 01/09/2015

DIRECTOR

BRITISH · UNITED KINGDOM · Age 46

Mr Philip Huw Jones

director · Since 01/09/2015

DIRECTOR

BRITISH · ENGLAND · Age 46

Persons with Significant Control

Pw Merlin Limited

75–100% shares
75–100% votes

11, Market Place, Macclesfield, SK10 1EB

Reg: 16147240 · Companies House · Limited Company

Notified 21/03/2025

Former PSCs

Mr William Beighton

Ceased 21/03/2025

Ms Lee Pimblott

Ceased 21/03/2025

Mr Philip Huw Jones

Ceased 21/03/2025

CompanyRankvs 1320+ SIC 66220 peers
76

Financial strength81th percentile among SIC peers · 20/25
Employees94th percentile among SIC peers · 14/15
LiquidityCurrent ratio 1.59× · 16/20
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.

Employees14/15 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.

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 31/12/2025

Net Worth

£135k

Balance sheet strength

Cash

£340k

Cash in the bank

Net Current Assets

£134k

Working capital

Current Assets

£360k

Current Liabilities

£225k

Fixed Assets

£825

Debtors

£19k

13avg. employees+2

Balance Sheet

Assets less current liabilities£135k
Prepared with CCH Software

EstimatesDerived

YearCurrent Ratio
20251.59
20241.88
20231.57
20211.93

Derived from filed accounts. Not audited figures.