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Brooks Financial Planning Limited

11698410

active
Private Limited Company
england wales
Companies House
Health Score
75 / 100

Some Concerns

25/30
Filing
10/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)
  • Current liabilities exceed current assets (-10)

Details

ARGHANS HOUSE GREENCOURT, TRURO, TR4 9LF
Incorporated 27/11/2018

Compliance

Last accounts

31/12/2024

unaudited abridged

Next accounts due

30/09/2026

On track

Confirmation statement

Last: 04/08/2025

Due 18/08/2026

On track

Industry

66190
Other activities auxiliary to financial services

Officers

Mr Adam Peter Brooks

director · Since 27/11/2018

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 37

Mrs Carolyn Sue Amy-Brooks

director · Since 10/03/2020

OFFICE MANAGER

BRITISH · ENGLAND · Age 54

Mr Peter Anthony Brooks

director · Since 10/03/2020

FINANCIAL ADVISER

BRITISH · UNITED KINGDOM · Age 60

Also on 4 other boards

Persons with Significant Control

Mr Adam Peter Brooks

25–50% shares
25–50% votes

British · United Kingdom · Age 37

Arghans House, Greencourt, Truro, TR4 9LF

Notified 27/11/2018

Mr Peter Anthony Brooks

25–50% shares
25–50% votes

British · United Kingdom · Age 60

Arghans House, Greencourt, Truro, TR4 9LF

Notified 10/03/2020

Mrs Carolyn Sue Amy-Brooks

25–50% shares
25–50% votes

British · England · Age 54

Arghans House, Greencourt, Truro, TR4 9LF

Notified 10/03/2020

CompanyRankvs 2227+ SIC 66190 peers
67

Financial strength94th percentile among SIC peers · 24/25
Employees96th percentile among SIC peers · 14/15
LiquidityCurrent ratio 0.98× · 6/20
Longevity8 years trading (max 15) · 8/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength24/25 pts

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

Employees14/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity6/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity8/15 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 31/12/2024

Net Worth

£788k

Balance sheet strength

Cash

£219k

Cash in the bank

Net Current Assets

-£12k

Working capital

Current Assets

£460k

Current Liabilities

£472k

Fixed Assets

£1.6M

Debtors

£241k

11avg. employees

Balance Sheet

Intangible assets£1.3M
Assets less current liabilities£1.5M
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20240.98+£104k
20230.61+£45k
20220.74+£96k
20210.66—

Derived from filed accounts. Not audited figures.