James Mckenzie Financial Planning Limited
11077573
Healthy
- No accounts filed in last 18 months (-5)
Details
Compliance
Accounts
Confirmation statement
Industry
Officers
director · Since 22/11/2017
FINANCIAL PLANNER
SWEDISH · ENGLAND · Age 49
Also on 1 other board
director · Since 04/11/2025
DIRECTOR
BRITISH · UNITED KINGDOM · Age 33
Also on 1 other board
Persons with Significant Control
Global Wealthmap Ltd
1, King William Street, London, EC4N 7AF
Reg: 09194858 · England · Limited Company
Notified 22/11/2017
CompanyRankvs 1530+ SIC 66190 peers70
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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 30/11/2024
Net Worth
£81k
Balance sheet strength
Cash
—
Cash in the bank
Net Current Assets
£82k
Working capital
Current Assets
£99k
Current Liabilities
£17k
Balance Sheet
EstimatesDerived
| Year | Current Ratio | Implied Profit |
|---|---|---|
| 2024 | 5.96 | +£52k |
| 2023 | 14.54 | +£9k |
| 2022 | 2.85 | +£13k |
| 2021 | 5.01 | +£9k |
| 2020 | 1.13 | -£6k |
| 2019 | 8.40 | — |
| 2018 | 9.62 | — |
Derived from filed accounts. Not audited figures.