Back to search

Clm Financial Planning Ltd

12995841

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

4 THE DELL, ROTHERHAM, S66 3ZQ
Incorporated 04/11/2020

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

70221
Financial management

Officers

Mrs Louisa Jane Monks

secretary · Since 04/11/2020

Mr Colin William Monks

director · Since 04/11/2020

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 54

Persons with Significant Control

Mr Colin William Monks

50–75% shares
50–75% votes
Appoint directors

British · England · Age 54

66, Ridgeway Crescent, Tonbridge, TN10 4NR

Notified 04/11/2020

Mrs Louisa Jane Monks

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

British · England · Age 53

66, Ridgeway Crescent, Tonbridge, TN10 4NR

Notified 04/11/2020

CompanyRankvs 1478+ SIC 70221 peers
76

Financial strength82th percentile among SIC peers · 21/25
Employees91th percentile among SIC peers · 14/15
LiquidityCurrent ratio 2.34× · 20/20
Longevity6 years trading (max 15) · 6/15
Filing complianceAll filings up to date · 15/15
Show leaderboard
How is this score calculated?
Financial strength21/25 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 30/11/2025

Net Worth

£71k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£25k

Working capital

Current Assets

£43k

Current Liabilities

£18k

Fixed Assets

£62k

3avg. employees

Balance Sheet

Assets less current liabilities£87k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20252.34-£28k
20243.78-£4k
20233.51

Derived from filed accounts. Not audited figures.