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Dwr Financial Planning Limited

10697021

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

THE OLD SCHOOL HOUSE HIGH STREET, RADSTOCK, BA3 5AL
Incorporated 29/03/2017

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66190
Other activities auxiliary to financial services

Officers

Dafydd Roberts

director · Since 29/03/2017

DIRECTOR

BRITISH · UNITED KINGDOM · Age 42

Persons with Significant Control

Dafydd Roberts

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

British · United Kingdom · Age 42

The Old School House, High Street, Radstock, BA3 5AL

Notified 29/03/2017

CompanyRankvs 2330+ SIC 66190 peers
65

Financial strength65th percentile among SIC peers · 16/25
Employees63th percentile among SIC peers · 9/15
LiquidityCurrent ratio 1.73× · 16/20
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 strength16/25 pts

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

Employees9/15 pts

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

Liquidity16/20 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

£21k

Balance sheet strength

Cash

£32k

Cash in the bank

Net Current Assets

£20k

Working capital

Current Assets

£49k

Current Liabilities

£28k

Fixed Assets

£466

Debtors

£17k

2avg. employees
Signed by 10697021 2024-04-01 2025-03-31 10697021 2025-03-31 10697021 core:RetainedEarningsAccumulatedLosses 2025-03-31 10697021 cPrepared with Digita Accounts Production Advanced

EstimatesDerived

YearCurrent RatioImplied Profit
20251.73-£20k
20233.85-£32k
20225.17

Derived from filed accounts. Not audited figures.