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Croft & Oakes Financial Planners Limited

09879146

active
Private Limited Company
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

SUITE 7 BUSINESS DEVELOPMENT CENTRE, TELFORD, TF3 3BA
Incorporated 19/11/2015

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66290
Other activities auxiliary to insurance and pension funding

Officers

Mr Keith Michael Croft

director · Since 19/11/2015

CHARTERED FINANCIAL PLANNER

BRITISH · UNITED KINGDOM · Age 52

Mr Christopher Mark Oakes

director · Since 19/11/2015

CHARTERED FINANCIAL PLANNER

BRITISH · UNITED KINGDOM · Age 51

Also on 1 other board

Persons with Significant Control

Mr Christopher Mark Oakes

25–50% shares
ownership-of-shares-25-to-50-percent-as-firm
25–50% votes
Appoint directors

British · United Kingdom · Age 51

Suite 7, Business Development Centre, Telford, TF3 3BA

Notified 30/06/2016

Keith Michael Croft

25–50% shares
ownership-of-shares-25-to-50-percent-as-firm
25–50% votes
Appoint directors

British · United Kingdom · Age 52

Suite 4 Business Dev. Centre, Stafford Park 4, Telford, TF3 3BA

Notified 16/11/2016

CompanyRankvs 396+ SIC 66290 peers
79

Financial strength92th percentile among SIC peers · 23/25
Employees92th percentile among SIC peers · 14/15
LiquidityCurrent ratio 1.59× · 16/20
Longevity11 years trading (max 15) · 11/15
Filing complianceAll filings up to date · 15/15
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396Croft & Oakes Financial Planners Limited
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How is this score calculated?
Financial strength23/25 pts

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

Employees14/15 pts

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

Liquidity16/20 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 30/11/2025

Net Worth

£445k

Balance sheet strength

Cash

£525k

Cash in the bank

Net Current Assets

£201k

Working capital

Current Assets

£545k

Current Liabilities

£344k

Fixed Assets

£244k

Debtors

£20k

7avg. employees

Balance Sheet

Assets less current liabilities£445k
Signed by Mr Christopher Oakes 18/12/2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20251.59+£0
20251.59+£145k
20242.40+£81k
20232.03-£29k
20222.63+£79k
20212.24—

Derived from filed accounts. Not audited figures.