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Una Vita Financial Planning Limited

12655138

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

7 LOWER BROOK STREET, OSWESTRY, SY11 2HG
Incorporated 09/06/2020

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Alasdair Calum Coutts-Britton

director · Since 09/06/2020

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 54

Also on 1 other board

Persons with Significant Control

Mr Alasdair Calum Coutts-Britton

25–50% shares
25–50% votes
Appoint directors

British · England · Age 54

7 Lower Brook Street, Oswestry, SY11 2HG

Notified 09/10/2023

Mrs Amy Louise Coutts-Britton

25–50% shares
25–50% votes
Appoint directors

British · United Kingdom · Age 44

7 Lower Brook Street, Oswestry, SY11 2HG

Notified 09/10/2023

Former PSCs

Rise Cb Limited

Ceased 09/10/2023

CompanyRankvs 7535+ SIC 64999 peers
63

Financial strength63th percentile among SIC peers · 16/25
Employees39th percentile among SIC peers · 6/15
LiquidityCurrent ratio 2.44× · 20/20
Longevity6 years trading (max 15) · 6/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength16/25 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.

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 30/06/2025

Net Worth

£20k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£21k

Working capital

Current Assets

£35k

Current Liabilities

£14k

Fixed Assets

£1k

1avg. employees

Balance Sheet

Assets less current liabilities£22k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20252.44+£4k
20242.65-£1k
20234.96

Derived from filed accounts. Not audited figures.