Fortuna Major Financial Planning Ltd
10930568
Healthy
- Current liabilities exceed current assets (-10)
Details
Compliance
Accounts
Confirmation statement
Industry
Officers
director · Since 24/08/2017
IFA
BRITISH · ENGLAND · Age 68
Also on 1 other board
Persons with Significant Control
Mr Simon Graham Hall
British · United Kingdom · Age 61
14, Hartley Road, Exmouth, EX8 2SG
Notified 24/08/2017
Mr Marcus Owen Dollimore
British · England · Age 68
14, Hartley Road, Exmouth, EX8 2SG
Notified 01/08/2018
Mrs Jane Catherine Hall
British · England · Age 59
1 The Elms, 61 Salterton Road, Exmouth, EX8 2EQ
Notified 01/10/2024
CompanyRankvs 649+ SIC 65110 peers62
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How is this score calculated?
Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.
Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.
Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.
One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.
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 31/08/2025
Net Worth
£125k
Balance sheet strength
Cash
—
Cash in the bank
Net Current Assets
—
Working capital
Current Assets
£175k
Current Liabilities
£224k
Fixed Assets
£200k
Balance Sheet
EstimatesDerived
| Year | Current Ratio | Implied Profit |
|---|---|---|
| 2025 | 0.78 | +£46k |
| 2024 | 3.06 | +£27k |
| 2023 | 5.83 | +£6k |
| 2022 | 5.75 | +£43k |
| 2021 | 10.76 | — |
Derived from filed accounts. Not audited figures.