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Trilogy Financial Planning Ltd

11998592

active
Private Limited Company
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

YEW TREE COTTAGE, HARTLEY WINTNEY, RG27 8LU
Incorporated 16/05/2019

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66190
Other activities auxiliary to financial services

Officers

Victoria Jane Joiner

director · Since 16/05/2019

DIRECTOR

BRITISH · UNITED KINGDOM · Age 47

Mrs Nicola Unadkat

director · Since 22/05/2020

DIRECTOR

BRITISH · ENGLAND · Age 52

Persons with Significant Control

Victoria Jane Joiner

75–100% shares
75–100% votes
Appoint directors

British · United Kingdom · Age 47

Yew Tree Cottage, Hazeley Bottom, Hook, RG27 8LU

Notified 16/05/2019

CompanyRankvs 3192+ SIC 66190 peers
57

Financial strength66th percentile among SIC peers · 17/25
Employees80th percentile among SIC peers · 12/15
LiquidityCurrent ratio 0.85× · 6/20
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 strength17/25 pts

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

Employees12/15 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.

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 31/05/2025

Net Worth

£22k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£22k

Working capital

Current Assets

£51k

Current Liabilities

£60k

Fixed Assets

£661

3avg. employees

Balance Sheet

Assets less current liabilities£23k
Signed by Mrs V Joiner 09/06/2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20250.85-£4k
20241.59-£14k
202374.66-£5k
20222.34+£11k
20211.27—

Derived from filed accounts. Not audited figures.