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Stonewood Financial Planning Holdings Limited

11739649

active
ltd
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)
  • Negative net worth (-10)

Details

Ninth Floor, Landmark St Peter's Square, 1 Oxford Street, Manchester, M1 4PB
Incorporated 24/12/2018

Previously known as

Truinvest Limited · until 06/07/2023

Compliance

Last accounts

31/12/2024

group

Next accounts due

30/09/2026

On track

Confirmation statement

Last: 03/12/2025

Due 17/12/2026

On track

Industry

70221
Financial management

Officers

Mr Nicholas John Matthews

director · Since 05/11/2021

CHARTERED ACCOUNTANT (SA)

SOUTH AFRICAN · UNITED KINGDOM · Age 54

Mrs Sarah Joanna Lord

director · Since 28/09/2023

DIRECTOR

BRITISH · ENGLAND · Age 49

Also on 8 other boards

Nicholas John Matthews

director · Since 05/11/2021

South African · United Kingdom · Age 54

Sarah Joanna Lord

director · Since 28/09/2023

British · England · Age 49

Former

Mark Antony Smith

director · Resigned 28/02/2022

Mukhvinder Singh Johal

director · Resigned 03/03/2022

Sean Patterson

director · Resigned 28/05/2024

Persons with Significant Control

Former PSCs

Mr Mukhvinder Singh Johal

Ceased 06/02/2020

Mr Mark Antony Smith

Ceased 10/03/2020

Mr Mukhvinder Singh Johal

Ceased 10/03/2020

Mr Phillippe Sebastien De Salis

Ceased 20/02/2024

Mrs Jacqueline Helen Cheshire

Ceased 15/05/2024

Mr Mark Brian Mcmullen

Ceased 15/05/2024

Mr Wayne Phillip Elliott

Ceased 20/02/2024

Mr Aris Solon Tatos

Ceased 20/02/2024

Mrs Isabel Villalba Schmid

Ceased 15/01/2025

Change History

statusactive
2026-06-13

Active

typeltd
2026-06-13

Private Limited Company

address line1Ninth Floor, Landmark St Peter's Square
2026-06-13

NINTH FLOOR, LANDMARK ST PETER'S SQUARE

post townManchester
2026-06-13

MANCHESTER

officer appointedLORD, Sarah Joanna
2026-06-13
officer appointedMATTHEWS, Nicholas John
2026-06-13

CompanyRankvs 15091+ SIC 70221 peers
26

Financial strength0th percentile among SIC peers · 0/25
Employees15th percentile among SIC peers · 2/15
LiquidityCurrent ratio 0.4× · 2/20
Longevity7 years trading (max 15) · 7/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength0/25 pts

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

Employees2/15 pts

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

Liquidity2/20 pts

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

Longevity7/15 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 31/12/2020

Net Worth

-£873k

Balance sheet strength

Cash

£535k

Cash in the bank

Net Current Assets

-£792k

Working capital

Current Assets

£535k

Current Liabilities

£1.3M

Fixed Assets

£10.1M

Debtors

£336

Profit After Tax

£0

0avg. employees

Balance Sheet

Assets less current liabilities£9.3M
Prepared with Sage Accounts Production 2020 Update 1 - FRS102_2019

EstimatesDerived

YearCurrent Ratio
20200.40

Derived from filed accounts. Not audited figures.