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Planet 3 Wealth Limited

09907087

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

112A ST. TEILO STREET, SWANSEA, SA4 8SR
Incorporated 08/12/2015

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

65110
Life insurance
65300
65300
66290
Other activities auxiliary to insurance and pension funding

Officers

Mr Richard Mark Stephens

secretary · Since 08/12/2015

Also on 2 other boards

Mr Christopher Stephen Morgan

director · Since 08/12/2015

CHARTERED FINANCIAL PLANNER

BRITISH · UNITED KINGDOM · Age 52

Also on 1 other board

Mr Paolo Nicola Romanello

director · Since 08/12/2015

INDEPENDENT FINANCIAL ADVISOR

BRITISH · UNITED KINGDOM · Age 58

Mr Richard Mark Stephens

director · Since 08/12/2015

INDEPENDENT FINANCIAL ADVISOR

BRITISH · WALES · Age 52

Also on 2 other boards

Persons with Significant Control

Mr Christopher Stephen Morgan

25–50% shares

British · United Kingdom · Age 52

112a, St. Teilo Street, Swansea, SA4 8SR

Notified 06/04/2016

Mr Paolo Nicola Romanello

25–50% shares

British · Wales · Age 58

112a, St. Teilo Street, Swansea, SA4 8SR

Notified 06/04/2016

Mr Richard Mark Stephens

25–50% shares

British · Wales · Age 52

112a, St. Teilo Street, Swansea, SA4 8SR

Notified 06/04/2016

CompanyRankvs 172+ SIC 65110 peers
81

Financial strength86th percentile among SIC peers · 22/25
Employees86th percentile among SIC peers · 13/15
LiquidityCurrent ratio 2.94× · 20/20
Longevity11 years trading (max 15) · 11/15
Filing complianceAll filings up to date · 15/15
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172Planet 3 Wealth Limited
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How is this score calculated?
Financial strength22/25 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.

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 31/10/2025

Net Worth

£229k

Balance sheet strength

Cash

£109k

Cash in the bank

Net Current Assets

£228k

Working capital

Current Assets

£345k

Current Liabilities

£117k

Fixed Assets

£20k

Debtors

£15k

6avg. employees

People Costs

Wages & salaries£124k

Balance Sheet

Intangible assets£14k
Assets less current liabilities£248k
Prepared with Sage Accounts Production 24.0 - FRS102_2023

EstimatesDerived

YearCurrent RatioImplied Profit
20252.94+£0
20252.94+£56k
20242.19+£30k
20232.36-£46k
20222.79-£6k
20212.12—

Derived from filed accounts. Not audited figures.