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Apex Independent Financial Planning Ltd

09747110

active
ltd
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

Elm Lodge 14 Elbow Lane, Formby, Liverpool, L37 4AF
Incorporated 25/08/2015

Previously known as

Apex Financial Services Limited · until 27/05/2016

Compliance

Last accounts

31/08/2025

micro entity

Next accounts due

31/05/2027

On track

Confirmation statement

Last: 24/08/2026

Due 07/09/2027

On track

Industry

66300
Fund management activities

Officers

Mr Paul Jason Neave

director · Since 25/08/2015

FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 52

Also on 1 other board

Paul Jason Neave

director · Since 25/08/2015

British · England · Age 52

Persons with Significant Control

Mr Paul Jason Neave

75–100% shares
75–100% votes
Appoint directors
significant-influence-or-control-as-firm

British · England · Age 52

8, Squirrel Green, Liverpool, L37 1NZ

Notified 01/08/2016

Change History

statusactive
2026-08-06

Active

typeltd
2026-08-06

Private Limited Company

address line1Elm Lodge 14 Elbow Lane
2026-08-06

ELM LODGE 14 ELBOW LANE

post townLiverpool
2026-08-06

LIVERPOOL

officer appointedNEAVE, Paul Jason
2026-08-06

CompanyRankvs 643+ SIC 66300 peers
67

Financial strength65th percentile among SIC peers · 16/25
Employees86th percentile among SIC peers · 13/15
LiquidityCurrent ratio 1.45× · 12/20
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 strength16/25 pts

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

Employees13/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity12/20 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 31/08/2025

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

3avg. employees

Balance Sheet

Assets less current liabilities£42k
Prepared with Companies House

EstimatesDerived

YearCurrent RatioImplied Profit
20251.45+£517
20241.50
20231.48

Derived from filed accounts. Not audited figures.