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Advice Matters Financial Planning Ltd

10658430

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

14 BEECH HILL, OTLEY, LS21 3AX
Incorporated 08/03/2017

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Christopher Ian Wheatman

director · Since 08/03/2017

DIRECTOR

BRITISH · UNITED KINGDOM · Age 65

Also on 1 other board

Persons with Significant Control

Mr Christopher Ian Wheatman

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

British · United Kingdom · Age 65

14 Beech Hill, Otley, LS21 3AX

Notified 08/03/2017

CompanyRankvs 3856+ SIC 64999 peers
73

Financial strength77th percentile among SIC peers · 19/25
Employees64th percentile among SIC peers · 10/15
LiquidityCurrent ratio 4.13× · 20/20
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 strength19/25 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.

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 31/03/2026

Net Worth

£84k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£87k

Working capital

Current Assets

£111k

Current Liabilities

£27k

2avg. employees

Balance Sheet

Assets less current liabilities£87k
Signed by Mr C I Wheatman 28 April 2026Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20264.13+£9k
20253.95-£16k
20245.10-£36k
20234.83+£350
20223.15+£122k
20213.17—

Derived from filed accounts. Not audited figures.