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Tag Financial Planning Limited

10846528

active
ltd
england wales
Companies House
Health Score
85 / 100

Healthy

25/30
Filing
20/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)

Details

The Apex Brest Road Derriford Business Park, Derriford, Plymouth, PL6 5FL
Incorporated 03/07/2017

Compliance

Last accounts

29/10/2024

micro entity

Next accounts due

29/01/2027

On track

Confirmation statement

Last: 11/10/2025

Due 25/10/2026

On track

Industry

64999
Other financial service activities

Officers

Michelmores Secretaries Limited

secretary · Since 30/10/2024

BRITISH

Also on 343 other boards

Mr Stephen David Willis

director · Since 30/10/2024

CHARTERED ACCOUNTANT

BRITISH · ENGLAND · Age 46

Also on 39 other boards

Adrian Webb

director · Since 31/03/2026

BRITISH · UNITED KINGDOM · Age 57

Also on 9 other boards

Stephen David Willis

director · Since 30/10/2024

British · England · Age 46

Michelmores Secretaries Limited

corporate secretary · Since 30/10/2024

Reg: 03834235

Also on 343 other boards

Adrian Webb

director · Since 31/03/2026

British · United Kingdom · Age 57

Former

Giovanni Angelo Ruggieri

director · Resigned 30/11/2018

Gavin Johnson

director · Resigned 30/10/2024

John Baxter

director · Resigned 30/10/2024

Timothy Peter Crew

director · Resigned 30/10/2024

Susan Marie Puddephatt

director · Resigned 31/03/2026

Persons with Significant Control

True Wealth Planning Solutions Limited

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

The Apex, Brest Road Derriford Business Park, Plymouth, PL6 5FL

Reg: 10012883 · United Kingdom · Limited Company

Notified 11/10/2018

Former PSCs

True Wealth Robert Lewis Limited

Ceased 11/10/2018

Change History

statusactive
2026-06-07

Active

typeltd
2026-06-07

Private Limited Company

address line1The Apex Brest Road Derriford Business Park
2026-06-07

THE APEX BREST ROAD DERRIFORD BUSINESS PARK

post townPlymouth
2026-06-07

PLYMOUTH

officer appointedMICHELMORES SECRETARIES LIMITED
2026-06-07
officer appointedWEBB, Adrian
2026-06-07
officer appointedWILLIS, Stephen David
2026-06-07

CompanyRankvs 82620+ SIC 64999 peers
61

Financial strength50th percentile among SIC peers · 13/25
Employees80th percentile among SIC peers · 12/15
LiquidityCurrent ratio 1.02× · 12/20
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 strength13/25 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.

Liquidity12/20 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 29/10/2024

Net Worth

£3k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£3k

Working capital

Current Assets

£206k

Current Liabilities

£203k

3avg. employees

Balance Sheet

Assets less current liabilities£3k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20241.02+£328
20241.01+£275
20231.01-£85k
20221.56+£47k
20211.34

Derived from filed accounts. Not audited figures.