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Suitable Legacy Planning Ltd

10315623

active
ltd
england wales
Companies House
Accounts overdue
Health Score
60 / 100

Some Concerns

10/30
Filing
10/30
Financial
40/40
Risk
  • Accounts filing overdue (-15)
  • No accounts filed in last 18 months (-5)
  • Negative net worth (-10)

Details

33 Lower Golf Links Road, Broadstone, BH18 8BQ
Incorporated 05/08/2016

Previously known as

Suitable Advice Ltd · until 28/06/2018
Suitable Wills & Estates Advice Ltd · until 14/02/2017
Suitable Advice Ltd · until 04/11/2016

Compliance

Last accounts

31/08/2024

total exemption full

Next accounts due

31/05/2026

Overdue

Confirmation statement

Last: 16/07/2025

Due 30/07/2026

On track

Industry

66190
Other activities auxiliary to financial services
66220
Activities of insurance agents and brokers
69109
Activities of patent and copyright agents; other legal activities

Officers

Jonathan Michael Rose

director · Since 05/08/2016

British · England · Age 55

Claire Louise Rose

director · Since 10/04/2026

British · England · Age 43

Persons with Significant Control

Mr Jonathan Michael Rose

75–100% shares
75–100% votes
Appoint directors

British · England · Age 55

33, Lower Golf Links Road, Broadstone, BH18 8BQ

Notified 05/08/2016

Change History

statusactive
2026-06-10

Active

typeltd
2026-06-10

Private Limited Company

address line133 Lower Golf Links Road
2026-06-10

33 LOWER GOLF LINKS ROAD

post townBroadstone
2026-06-10

BROADSTONE

officer appointedROSE, Claire Louise
2026-06-10
officer appointedROSE, Jonathan Michael
2026-06-10

CompanyRankvs 6763+ SIC 66190 peers
24

Financial strength2th percentile among SIC peers · 1/25
Employees37th percentile among SIC peers · 6/15
LiquidityCurrent ratio 0.21× · 2/20
Longevity10 years trading (max 15) · 10/15
Filing complianceOne filing overdue · 5/15
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How is this score calculated?
Financial strength1/25 pts

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

Employees6/15 pts

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

Liquidity2/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity10/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance5/15 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 31/08/2024

Net Worth

-£117k

Balance sheet strength

Cash

£9k

Cash in the bank

Net Current Assets

-£109k

Working capital

Current Assets

£29k

Current Liabilities

£138k

Fixed Assets

£410

Debtors

£20k

1avg. employees+1

Balance Sheet

Assets less current liabilities-£109k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20240.21-£8k
20230.14+£11k
20220.13-£15k
20210.18-£34k
20200.25+£9k
20190.32-£28k
20180.23

Derived from filed accounts. Not audited figures.