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Cfs Wealth Planning Limited

11999497

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

15-17 OSBORNS COURT, OLNEY, MK46 4LA
Incorporated 16/05/2019

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Marc Lindsay Colin Blackwell

director · Since 16/05/2019

CHARTERED FINANCIAL PLANNER

BRITISH · ENGLAND · Age 56

Also on 2 other boards

Mr Joshua Nicholas Bove

director · Since 16/05/2019

WEALTH MANAGER

BRITISH · ENGLAND · Age 36

Also on 1 other board

Mr Roy Brand

director · Since 16/05/2019

WEALTH MANAGER

BRITISH · ENGLAND · Age 57

Also on 2 other boards

Persons with Significant Control

Mr Roy Brand

25–50% shares
25–50% votes

British · England · Age 56

15-17, Osborns Court, Olney, MK46 4LA

Notified 16/05/2019

Mr Joshua Nicholas Bove

25–50% shares
25–50% votes

British · England · Age 36

15-17, Osborns Court, Olney, MK46 4LA

Notified 16/05/2019

Mr Marc Lindsay Colin Blackwell

25–50% shares
25–50% votes

British · England · Age 56

15-17, Osborns Court, Olney, MK46 4LA

Notified 16/05/2019

CompanyRankvs 4718+ SIC 64999 peers
75

Financial strength92th percentile among SIC peers · 23/25
Employees92th percentile among SIC peers · 14/15
LiquidityCurrent ratio 1.9× · 16/20
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 strength23/25 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.

Liquidity16/20 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 31/08/2025

Net Worth

£635k

Balance sheet strength

Cash

£88k

Cash in the bank

Net Current Assets

£887k

Working capital

Current Assets

£1.9M

Current Liabilities

£986k

Fixed Assets

£1.5M

Debtors

£146k

6avg. employees-1

Tax at Year End

Corp tax£269k

Director Loans

Company owes directors£160k

Balance Sheet

Intangible assets£1.4M
Assets less current liabilities£2.4M
Signed by Mr J N Bove Mr R Brand Mr M L Blackwell 28th January 2026Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20251.90+£190k
20240.20+£60k
20230.19+£37k
20220.36+£151k
20210.44+£108k
20200.51—

Derived from filed accounts. Not audited figures.