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Suitable Finlife Planning Ltd

10620017

active
ltd
england wales
Companies House
Health Score
70 / 100

Some Concerns

30/30
Filing
0/30
Financial
40/40
Risk
  • Negative net worth (-10)
  • Current liabilities exceed current assets (-10)

Details

33 Lower Golf Links Road, Broadstone, BH18 8BQ
Incorporated 15/02/2017

Previously known as

Suitable Life Planning Ltd · until 22/10/2019
Suitable Money Advice Ltd · until 04/03/2019
Suitable Tax Advice Ltd · until 28/06/2018

Compliance

Last accounts

31/03/2025

total exemption full

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 14/08/2025

Due 28/08/2026

On track

Industry

66190
Other activities auxiliary to financial services
69203
Tax consultancy
70221
Financial management

Officers

Jon Rose

director · Since 15/02/2017

British · England · Age 55

Claire Louise Rose

director · Since 01/03/2023

British · England · Age 43

Former

Daniel John Coe

director · Resigned 01/05/2018

David Drodge

director · Resigned 01/03/2023

Nicholas Rose

director · Resigned 01/03/2023

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

CompanyRankvs 6065+ SIC 66190 peers
28

Financial strength1th percentile among SIC peers · 0/25
Employees15th percentile among SIC peers · 2/15
LiquidityCurrent ratio 0.1× · 2/20
Longevity9 years trading (max 15) · 9/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength0/25 pts

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

Employees2/15 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.

Longevity9/15 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

-£551k

Balance sheet strength

Cash

£15k

Cash in the bank

Net Current Assets

-£553k

Working capital

Current Assets

£60k

Current Liabilities

£613k

Fixed Assets

£3k

Debtors

£45k

0avg. employees-6

Balance Sheet

Assets less current liabilities-£550k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20250.10-£152k
20240.08-£226k
20230.21

Derived from filed accounts. Not audited figures.