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Clear Wealth Planning Ltd

09938356

active
Private Limited Company
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

41 CLIFTON ROAD, SUTTON COLDFIELD, B73 6EB
Incorporated 06/01/2016

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mrs Nasreen Akhter

director · Since 06/01/2016

INDEPENDENT FINANCIAL ADVISER

BRITISH · ENGLAND · Age 52

Mr Amar Iqbal

secretary · Since 01/01/2018

Persons with Significant Control

Mrs Nasreen Akhter

50–75% shares

British · England · Age 52

41 Clifton Road, Sutton Coldfield, B73 6EB

Notified 06/04/2016

Former PSCs

Mr Mustafa Amar

Ceased 06/04/2022

Mr Amar Iqbal

Ceased 06/04/2022

CompanyRankvs 2842+ SIC 64999 peers
77

Financial strength84th percentile among SIC peers · 21/25
Employees64th percentile among SIC peers · 10/15
LiquidityCurrent ratio 4.1× · 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.

Employees10/15 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

£188k

Balance sheet strength

Cash

£244k

Cash in the bank

Net Current Assets

£185k

Working capital

Current Assets

£245k

Current Liabilities

£60k

Fixed Assets

£4k

Debtors

£1k

2avg. employees

Balance Sheet

Assets less current liabilities£189k
Signed by Mrs Nasreen Akhter 22/12/2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20254.10+£22k
2024-£117k

Derived from filed accounts. Not audited figures.