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Monument Financial Planning Limited

10348606

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

NORTHGATE BUSINESS CENTRE, NEWARK, NG24 1EZ
Incorporated 26/08/2016

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66220
Activities of insurance agents and brokers
69109
Activities of patent and copyright agents; other legal activities

Officers

Mr Paul Adrian Jeal

director · Since 26/08/2016

FINANCIAL CONSULTANT

BRITISH · UNITED KINGDOM · Age 55

Persons with Significant Control

Mr Paul Adrian Jeal

50–75% shares
50–75% votes
Appoint directors

British · United Kingdom · Age 55

Northgate Business Centre, 38 North Gate, Newark, NG24 1EZ

Notified 26/08/2016

CompanyRankvs 1819+ SIC 66220 peers
67

Financial strength67th percentile among SIC peers · 17/25
Employees30th percentile among SIC peers · 5/15
LiquidityCurrent ratio 2.4× · 20/20
Longevity10 years trading (max 15) · 10/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength17/25 pts

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

Employees5/15 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.

Longevity10/15 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

£35k

Balance sheet strength

Cash

£38k

Cash in the bank

Net Current Assets

£34k

Working capital

Current Assets

£58k

Current Liabilities

£24k

Fixed Assets

£2k

Debtors

£20k

1avg. employees

Tax at Year End(2022)

Corp tax£0

Balance Sheet

Assets less current liabilities£36k
Signed by Mr Paul Jeal 11th November 2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20252.40+£26k
20232.24+£4k
20221.76
20211.44

Derived from filed accounts. Not audited figures.