Apex Independent Financial Planning Ltd
09747110
Healthy
- Current liabilities exceed current assets (-10)
Details
Previously known as
Compliance
Last accounts
31/08/2025
micro entity
Next accounts due
31/05/2027
Confirmation statement
Last: 24/08/2026
Due 07/09/2027
Industry
Officers
director · Since 25/08/2015
FINANCIAL ADVISOR
BRITISH · ENGLAND · Age 52
Also on 1 other board
Persons with Significant Control
Mr Paul Jason Neave
British · England · Age 52
8, Squirrel Green, Liverpool, L37 1NZ
Notified 01/08/2016
Change History
Active
Private Limited Company
ELM LODGE 14 ELBOW LANE
LIVERPOOL
CompanyRankvs 643+ SIC 66300 peers67
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How is this score calculated?
Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.
Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.
Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.
One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.
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 31/08/2025
Net Worth
£14k
Balance sheet strength
Cash
—
Cash in the bank
Net Current Assets
£41k
Working capital
Current Assets
£133k
Current Liabilities
£92k
Fixed Assets
£932
Balance Sheet
EstimatesDerived
| Year | Current Ratio | Implied Profit |
|---|---|---|
| 2025 | 1.45 | +£517 |
| 2024 | 1.50 | — |
| 2023 | 1.48 | — |
Derived from filed accounts. Not audited figures.