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Christina Clegg Financial Planning Services Limited

09887636

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

4 FOREST LANE, NELSON, BB9 6QL
Incorporated 25/11/2015

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mrs Christina Dawn Clegg

director · Since 25/11/2015

INDEPENDENT FINANCIAL ADVISER

BRITISH · UNITED KINGDOM · Age 56

Also on 1 other board

Mr Philip Clegg

director · Since 25/11/2015

CONSULTANT

BRITISH · ENGLAND · Age 58

Also on 4 other boards

Persons with Significant Control

Mrs Christina Dawn Clegg

50–75% shares

British · United Kingdom · Age 56

4, Forest Lane, Barrowford, BB9 6QL

Notified 06/04/2016

Mr Philip Clegg

50–75% shares

British · England · Age 58

4, Forest Lane, Nelson, BB9 6QL

Notified 06/04/2016

CompanyRankvs 1736+ SIC 64999 peers
81

Financial strength84th percentile among SIC peers · 21/25
Employees90th percentile among SIC peers · 14/15
LiquidityCurrent ratio 2.02× · 20/20
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 strength21/25 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.

Liquidity20/20 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

£185k

Balance sheet strength

Cash

£171k

Cash in the bank

Net Current Assets

£182k

Working capital

Current Assets

£360k

Current Liabilities

£179k

Fixed Assets

£6k

Debtors

£189k

5avg. employees-1

Balance Sheet

Bank loans & overdrafts£1k
Assets less current liabilities£188k
Prepared with Digita Accounts Production Advanced

EstimatesDerived

YearCurrent RatioImplied Profit
20252.02+£111k
20241.83+£1k
20232.07-£15k
20222.36+£24k
20212.22

Derived from filed accounts. Not audited figures.