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Southcott Financial Planning Limited

09861695

active
ltd
england wales
Companies House
Health Score
75 / 100

Some Concerns

25/30
Filing
10/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)
  • Negative net worth (-10)

Details

Barclay House, 50 Fore Street, Callington, PL17 7AQ
Incorporated 09/11/2015

Previously known as

Southcott Wealth Management Limited · until 20/07/2022
S A International Brokerage Limited · until 03/07/2018

Compliance

Last accounts

30/11/2024

total exemption full

Next accounts due

31/08/2026

On track

Confirmation statement

Last: 25/07/2025

Due 08/08/2026

On track

Industry

64999
Other financial service activities

Officers

Mrs Michele Rosemary Southcott

director · Since 09/11/2015

ADMINISTRATOR

BRITISH · ENGLAND · Age 55

Michele Southcott

secretary · Since 09/11/2015

Ian Boyd Southcott

director · Since 09/11/2015

British · England · Age 56

Michele Rosemary Southcott

director · Since 09/11/2015

British · England · Age 54

Persons with Significant Control

Mr Ian Boyd Southcott

25–50% shares

British · England · Age 56

Barclay House, 50 Fore Street, Callington, PL17 7AQ

Notified 06/04/2016

Mrs Michele Rosemary Southcott

25–50% shares
25–50% votes

British · United Kingdom · Age 55

Barclay House, Fore Street, Callington, PL17 7AQ

Notified 06/04/2016

Change History

status → active
2026-06-06

Active

type → ltd
2026-06-06

Private Limited Company

address line1 → Barclay House
2026-06-06

BARCLAY HOUSE

post town → Callington
2026-06-06

CALLINGTON

CompanyRankvs 16478+ SIC 64999 peers
39

Financial strength4th percentile among SIC peers · 1/25
Employees64th percentile among SIC peers · 10/15
LiquidityCurrent ratio 0.38× · 2/20
Longevity11 years trading (max 15) · 11/15
Filing complianceAll filings up to date · 15/15
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16478Southcott Financial Planning Limited
38
How is this score calculated?
Financial strength1/25 pts

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

Employees10/15 pts

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

Liquidity2/20 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 30/11/2024

Net Worth

-£47k

Balance sheet strength

Cash

£49k

Cash in the bank

Net Current Assets

-£87k

Working capital

Current Assets

£53k

Current Liabilities

£140k

Fixed Assets

£95k

Debtors

£4k

2avg. employees

Tax at Year End

Corp tax£102

Director Loans

Company owes directors£116k

Balance Sheet

Assets less current liabilities£7k
Signed by Mrs Michele Southcott 31/08/2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20240.38-£71k
20230.99—

Derived from filed accounts. Not audited figures.