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Carlton Smith Financial Planning Ltd

11087462

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 MILL HOUSE, DUNMERE, PL31 2RD
Incorporated 29/11/2017

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr George Oliver Carlton-Smith

director · Since 29/11/2017

DIRECTOR AND COMPANY SECRETARY

BRITISH · UNITED KINGDOM · Age 49

Also on 2 other boards

Persons with Significant Control

Mr George Oliver Carlton-Smith

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

British · United Kingdom · Age 49

The Old Mill House, The Old Mill House, Dunmere, PL31 2RD

Notified 29/11/2017

CompanyRankvs 6337+ SIC 64999 peers
67

Financial strength52th percentile among SIC peers · 13/25
Employees64th percentile among SIC peers · 10/15
LiquidityCurrent ratio 2.62× · 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 strength13/25 pts

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

Employees10/15 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 31/03/2026

Net Worth

£5k

Balance sheet strength

Cash

£31k

Cash in the bank

Net Current Assets

£20k

Working capital

Current Assets

£32k

Current Liabilities

£12k

Fixed Assets

£580

Debtors

£900

2avg. employees

Tax at Year End

Corp tax£7k

Director Loans

Company owes directors£4k

Balance Sheet

Assets less current liabilities£21k
Signed by Mr George Carlton-Smith 11th May 2026Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20262.62+£0
20262.62-£4k
20252.96+£437
20244.92-£18k
20237.34-£5k
20226.81+£2k
20216.47

Derived from filed accounts. Not audited figures.