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James Mckenzie Financial Planning Limited

11077573

active
Private Limited Company
england wales
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

1 KING WILLIAM STREET, LONDON, EC4N 7AF
Incorporated 22/11/2017

Compliance

Last accounts

30/11/2024

micro entity

Next accounts due

30/09/2026

On track

Confirmation statement

Last: 09/03/2026

Due 23/03/2027

On track

Industry

66190
Other activities auxiliary to financial services

Officers

Mr Michael Erik Loveland Lawrence

director · Since 22/11/2017

FINANCIAL PLANNER

SWEDISH · ENGLAND · Age 49

Also on 1 other board

Mr Joshua Golding

director · Since 04/11/2025

DIRECTOR

BRITISH · UNITED KINGDOM · Age 33

Also on 1 other board

Persons with Significant Control

Global Wealthmap Ltd

25–50% shares
25–50% votes
Appoint directors

1, King William Street, London, EC4N 7AF

Reg: 09194858 · England · Limited Company

Notified 22/11/2017

CompanyRankvs 733+ SIC 66190 peers
78

Financial strength83th percentile among SIC peers · 21/25
Employees87th percentile among SIC peers · 13/15
LiquidityCurrent ratio 3.81× · 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 strength21/25 pts

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

Employees13/15 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 31/12/2025

Net Worth

£119k

Balance sheet strength

Cash

£151k

Cash in the bank

Net Current Assets

£117k

Working capital

Current Assets

£159k

Current Liabilities

£42k

Fixed Assets

£2k

Debtors

£8k

4avg. employees+3

Tax at Year End

Corp tax£9k

Balance Sheet

Assets less current liabilities£120k
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20253.81+£38k
20245.96+£52k
202314.54—

Derived from filed accounts. Not audited figures.