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Lewis James Financial Planning Limited

09878091

active
Private Limited Company
Companies House
Health Score
70 / 100

Some Concerns

30/30
Filing
0/30
Financial
40/40
Risk
  • Negative net worth (-10)

Details

1 MANSHIP GREEN, SHEPTON MALLET, BA4 5RL
Incorporated 18/11/2015

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

70221
Financial management

Officers

Mr Mark Wesley Higginson

director · Since 18/11/2015

DIRECTOR

BRITISH · ENGLAND · Age 58

Mrs Emma Higginson

director · Since 01/11/2021

DIRECTOR

BRITISH · ENGLAND · Age 51

Persons with Significant Control

Mr Mark Wesley Higginson

25–50% shares

British · England · Age 58

1, Manship Green, Shepton Mallet, BA4 5RL

Notified 06/04/2016

Mrs Emma Higginson

25–50% shares

British · England · Age 51

1, Manship Green, Shepton Mallet, BA4 5RL

Notified 01/11/2021

CompanyRankvs 11028+ SIC 70221 peers
40

Financial strength10th percentile among SIC peers · 3/25
Employees74th percentile among SIC peers · 11/15
LiquidityNo balance sheet data · 0/20
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 strength3/25 pts

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

Employees11/15 pts

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

Liquidity0/20 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 31/03/2025

Net Worth

-£2k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

-£2k

Working capital

Current Assets

Current Liabilities

£2k

2avg. employees

Tax at Year End(2024)

Corp tax-£605

Director Loans

Company owes directors£151
Directors owe company£10k

Balance Sheet

Assets less current liabilities-£2k
Signed by Mr Mark Higginson 30/09/2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
2025-£17k
202412.46-£35k
202366.70

Derived from filed accounts. Not audited figures.