Back to search

Phillip Bates & Co Financial Planning Limited

12575055

active
Private Limited Company
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk

No risk factors detected.

Details

5 CHESTER ROAD, NESTON, CH64 9PA
Incorporated 28/04/2020

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mrs Susan Lesley Bates

secretary · Since 28/04/2020

Mr Phillip Neil Bates

director · Since 28/04/2020

CHARTERED ACCOUNTANT

BRITISH · UNITED KINGDOM · Age 70

Mr Alan John Mellor

director · Since 28/04/2020

CHARTERED FINANCIAL PLANNER

BRITISH · UNITED KINGDOM · Age 61

Persons with Significant Control

Mr Phillip Neil Bates

25–50% shares

British · United Kingdom · Age 70

5, Chester Road, Neston, CH64 9PA

Notified 28/04/2020

Mr Alan John Mellor

25–50% shares

British · United Kingdom · Age 61

5, Chester Road, Neston, CH64 9PA

Notified 16/03/2023

CompanyRankvs 14657+ SIC 64999 peers
43

Financial strength46th percentile among SIC peers · 12/25
Employees64th percentile among SIC peers · 10/15
LiquidityNo balance sheet data · 0/20
Longevity6 years trading (max 15) · 6/15
Filing complianceAll filings up to date · 15/15
Show leaderboard
How is this score calculated?
Financial strength12/25 pts

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

Employees10/15 pts

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

Liquidity0/20 pts

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

Longevity6/15 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 31/12/2025

Net Worth

£1k

Balance sheet strength

Cash

£1k

Cash in the bank

Net Current Assets

£1k

Working capital

Current Assets

Current Liabilities

£1

Fixed Assets

£101

2avg. employees

Balance Sheet

Intangible assets£1
Prepared with Digita Accounts Production Advanced

EstimatesDerived

YearImplied Profit
2025-£69
2024-£69

Derived from filed accounts. Not audited figures.