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Holistic Mortgage & Protection Ltd

12061408

active
Private Limited Company
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

GLOUCESTER HOUSE, STOCKTON-ON-TEES, TS18 1TW
Incorporated 20/06/2019

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Kevin Hepplewhite

secretary · Since 20/06/2019

Also on 3 other boards

Mr Kevin Hepplewhite

director · Since 20/06/2019

FINANCIAL ADVISER

BRITISH · UNITED KINGDOM · Age 59

Also on 3 other boards

The Holistic Consortium Ltd

director · Since 20/06/2019

Persons with Significant Control

Mr Kevin Hepplewhite

25–50% shares
Appoint directors

British · United Kingdom · Age 59

16, Grassington Green, Stockton-On-Tees, TS17 0QN

Notified 20/06/2019

The Holistic Consortium Ltd

50–75% shares
50–75% votes
Appoint directors
right-to-appoint-and-remove-directors-as-firm

Gloucester House, Church Road, Stockton-On-Tees, TS18 1TW

Reg: 11152556 · Uk Companies House · Private Limited Company

Notified 15/07/2019

CompanyRankvs 15383+ SIC 64999 peers
61

Financial strength53th percentile among SIC peers · 13/25
Employees39th percentile among SIC peers · 6/15
LiquidityCurrent ratio Infinity× · 20/20
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 strength13/25 pts

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

Employees6/15 pts

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

Liquidity20/20 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 31/07/2025

Net Worth

£6k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£36k

Working capital

Current Assets

£36k

Current Liabilities

£0

1avg. employees

Balance Sheet

Assets less current liabilities£36k
Prepared with Companies House

EstimatesDerived

YearCurrent RatioImplied Profit
2025Infinity
20243.76
2023Infinity+£8k
2022Infinity+£8k
2021Infinity

Derived from filed accounts. Not audited figures.