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Wealth Planning Limited

13081680

liquidation
Private Limited Company
england wales
Companies House
Insolvency history
Health Score
N/A

Details

BEGBIES TRAYNOR, TOWN WALL HOUSE, COLCHESTER, CO3 3AD
Incorporated 15/12/2020

Compliance

Last accounts

31/12/2022

total exemption full

Accounts

Up to date

Confirmation statement

Last: 31/03/2024

Due

On track

Industry

70221
Financial management

Officers

Mr Edward Dymott

director · Since 18/11/2024

COMPANY DIRECTOR

BRITISH · ENGLAND · Age 47

Also on 30 other boards

Miss Helen Louise Fitzgerald

director · Since 18/11/2024

FINANCIAL CONTROLLER

BRITISH · ENGLAND · Age 45

Also on 21 other boards

Persons with Significant Control

Benchmark Financial Planning Limited

75–100% shares
75–100% votes
Appoint directors

Broadlands Business Campus, Langhurstwood Road, Horsham, RH12 4QP

Notified 01/12/2023

Former PSCs

Mrs Karen Richardson

Ceased 08/07/2021

Mr Andrew John Kay

Ceased 01/12/2023

Insolvency History1 case

members voluntary liquidation28/03/2025

Lee De'Ath (practitioner) · Thomas William Gardiner (practitioner)

CompanyRankvs 15+ SIC 70221 peers
11

Financial strengthNo net worth data · 0/25
EmployeesNo employee data · 0/15
LiquidityNo balance sheet data · 0/20
Longevity6 years trading (max 15) · 6/15
Filing complianceAll filings up to date · 15/15
Insolvency history -10
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How is this score calculated?
Financial strength0/25 pts

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

Employees0/15 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.

Risk deductions

Insolvency history: -10 pts

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 31/12/2022

Net Worth

£8k

Balance sheet strength

Cash

£340

Cash in the bank

Net Current Assets

-£3k

Working capital

Current Assets

Current Liabilities

£3k

Fixed Assets

£10k

4avg. employees+3

Balance Sheet

Intangible assets£7k
Signed by 13081680 2022-01-01 2022-12-31 13081680 2022-12-31 13081680 bus:OrdinaryShareClass1 2022-12-31 13081680 core:CurrentFinaPrepared with Digita Accounts Production Advanced

EstimatesDerived

YearImplied Profit
2022+£25k

Derived from filed accounts. Not audited figures.