Back to search

Woburn Street Financial Planning Limited

12940694

active
Private Limited Company
england wales
Companies House
Health Score
90 / 100

Healthy

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

No risk factors detected.

Details

THE OLD FORGE, AMPTHILL, MK45 2HX
Incorporated 09/10/2020

Compliance

Last accounts

31/03/2026

unaudited abridged

Next accounts due

31/12/2027

On track

Confirmation statement

Last: 09/10/2025

Due 23/10/2026

On track

Industry

64999
Other financial service activities

Officers

Mrs Helen Ruth Vaughan

director · Since 09/10/2020

INDEPENDENT FINANCIAL ADVISER

BRITISH · ENGLAND · Age 46

Also on 1 other board

Mr Russell Vaughan

director · Since 05/09/2022

FINANCIAL ADVISER

BRITISH · UNITED KINGDOM · Age 49

Persons with Significant Control

Mrs Helen Ruth Vaughan

25–50% shares
25–50% votes

British · England · Age 46

The Old Forge, 39a Woburn Street, Ampthill, MK45 2HX

Notified 10/10/2020

Mr Russell Vaughan

25–50% shares
25–50% votes

British · United Kingdom · Age 49

The Old Forge, 39a Woburn Street, Ampthill, MK45 2HX

Notified 02/09/2022

CompanyRankvs 2908+ SIC 64999 peers
77

Financial strength89th percentile among SIC peers · 22/25
Employees95th percentile among SIC peers · 14/15
LiquidityCurrent ratio 3.89× · 20/20
Longevity6 years trading (max 15) · 6/15
Filing complianceAll filings up to date · 15/15
Show leaderboard
1Atlanta Trust Limited
90
2Bishopsgate Corporate Finance Limited
90
3M.W. Beer & Co. Limited
90
4Mirabaud Asset Management Limited
90
5Chelsea Financial Services Plc
90
6Gee & Watson Wealth Management Limited
90
7Yfm Private Equity Limited
90
8South West Investment Group Limited
90
9Dowgate Capital Limited
90
10Greystone Financial Services Limited
90
2908Woburn Street Financial Planning Limited
76
How is this score calculated?
Financial strength22/25 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.

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 31/03/2026

Net Worth

£388k

Balance sheet strength

Cash

£368k

Cash in the bank

Net Current Assets

£375k

Working capital

Current Assets

£504k

Current Liabilities

£130k

Fixed Assets

£16k

Debtors

£136k

9avg. employees

Balance Sheet

Assets less current liabilities£390k
Prepared with Capium Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20263.89+£151k
20251.92+£185k
20241.13-£314k
20230.36—

Derived from filed accounts. Not audited figures.