Jo Potts Financial Planning Limited
11963735
Healthy
- Current liabilities exceed current assets (-10)
Details
Compliance
Accounts
Confirmation statement
Industry
Officers
Persons with Significant Control
Mrs Joanna Potts
British · England · Age 56
46 Lower Ferry Lane, Callow End, Worcester, WR2 4UN
Notified 25/04/2019
Mr David Marcus Potts
British · United Kingdom · Age 54
46 Lower Ferry Lane, Callow End, Worcester, WR2 4UN
Notified 31/07/2023
CompanyRankvs 2522+ SIC 70221 peers74
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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 31/03/2025
Net Worth
£146k
Balance sheet strength
Cash
£6k
Cash in the bank
Net Current Assets
£53k
Working capital
Current Assets
£127k
Current Liabilities
£74k
Fixed Assets
£161k
Debtors
£121k
Tax at Year End(2024)
Balance Sheet
EstimatesDerived
| Year | Current Ratio | Implied Profit |
|---|---|---|
| 2025 | 1.73 | -£76k |
| 2024 | 3.62 | -£167k |
| 2023 | 3.99 | — |
Derived from filed accounts. Not audited figures.