Apex Independent Financial Planning Ltd
09747110
Some Concerns
- No accounts filed in last 18 months (-5)
- Current liabilities exceed current assets (-10)
Details
Compliance
Last accounts
31/08/2025
micro entity
Next accounts due
31/05/2027
Confirmation statement
Last: 24/08/2025
Due 07/09/2026
Industry
Officers
director · Since 25/08/2015
FINANCIAL ADVISOR
BRITISH · ENGLAND · Age 51
Also on 1 other board
Persons with Significant Control
Mr Paul Jason Neave
British · England · Age 51
8, Squirrel Green, Liverpool, L37 1NZ
Notified 01/08/2016
CompanyRankvs 692+ 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 31/08/2024
Net Worth
£14k
Balance sheet strength
Cash
—
Cash in the bank
Net Current Assets
£49k
Working capital
Current Assets
£147k
Current Liabilities
£98k
Fixed Assets
£959
Balance Sheet
EstimatesDerived
| Year | Current Ratio |
|---|---|
| 2024 | 1.50 |
| 2023 | 1.48 |
| 2022 | 1.23 |
| 2021 | 0.98 |
| 2020 | 0.96 |
| 2019 | 0.87 |
| 2018 | 0.13 |
Derived from filed accounts. Not audited figures.