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Chase Financial Planning Ltd

10623917

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

TELEGRAPH HOUSE, STAFFORD, ST17 4AW
Incorporated 16/02/2017

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Neil John Homer

director · Since 16/02/2017

DIRECTOR

BRITISH · ENGLAND · Age 52

Mrs Shelley Homer

director · Since 14/03/2017

DIRECTOR

BRITISH · ENGLAND · Age 50

Persons with Significant Control

Mr Neil John Homer

25–50% shares
25–50% votes

British · England · Age 52

1, Richards Court, Bednall, Stafford, ST17 0SP

Notified 16/02/2017

Mrs Shelley Homer

25–50% shares
25–50% votes

British · England · Age 50

1, Richards Court, Bednall, Stafford, ST17 0SP

Notified 14/03/2017

CompanyRankvs 2544+ SIC 64999 peers
78

Financial strength83th percentile among SIC peers · 21/25
Employees80th percentile among SIC peers · 12/15
LiquidityCurrent ratio 3.68× · 20/20
Longevity10 years trading (max 15) · 10/15
Filing complianceAll filings up to date · 15/15
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2544Chase Financial Planning Ltd
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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.

Employees12/15 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 28/02/2026

Net Worth

£169k

Balance sheet strength

Cash

£127k

Cash in the bank

Net Current Assets

£126k

Working capital

Current Assets

£174k

Current Liabilities

£47k

Fixed Assets

£59k

Debtors

£47k

3avg. employees

Balance Sheet

Assets less current liabilities£185k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20263.68+£28k
20256.58+£25k
20243.67+£22k
20234.16—

Derived from filed accounts. Not audited figures.