Back to search

Virtus Financial Planning Limited

13312586

active
Private Limited Company
Companies House
Health Score
70 / 100

Some Concerns

30/30
Filing
0/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)
  • Going concern doubt noted in accounts (-10)

Details

85 GREAT PORTLAND STREET, LONDON, W1W 7LT
Incorporated 03/04/2021

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

70221
Financial management

Officers

Mr Robert William Phillips

director · Since 03/04/2021

DIRECTOR

BRITISH · GUERNSEY · Age 37

Also on 1 other board

Persons with Significant Control

Mr Robert William Phillips

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

British · Guernsey · Age 37

167-169, Great Portland Street, London, W1W 5PF

Notified 03/04/2021

Mrs Olivia Phillips

25–50% shares
25–50% votes

British · Guernsey · Age 34

167-169, Great Portland Street, London, W1W 5PF

Notified 03/04/2021

CompanyRankvs 5858+ SIC 70221 peers
52

Financial strength85th percentile among SIC peers · 21/25
Employees97th percentile among SIC peers · 15/15
LiquidityCurrent ratio 0.72× · 6/20
Longevity5 years trading (max 15) · 5/15
Filing complianceAll filings up to date · 15/15
Going concern doubt -10
Show leaderboard
1Jackson Trading Company Plc
90
2Nfp Financial Planning Limited
90
3Lefa Enterprises Limited
90
4Sphere Entertainment Limited
90
5Premier Financial Management Ltd
90
6Kh One Limited
90
7Iam Invest Ltd
90
8Condy Mathias Financial Planners Limited
90
9Wealth Club Asset Management Limited
90
10David Williams I F A Limited
90
5858Virtus Financial Planning Limited
58
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.

Employees15/15 pts

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

Liquidity6/20 pts

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

Longevity5/15 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

Going concern doubt: -10 pts

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

Going Concern Doubt

the UK and Republic of Ireland” including the provisions of Section 1A “Small Entities” and the Companies Act 2006. The financial statements have been prepared under the historic cost convention. Going concern In preparing these financial statements, the director has assessed whether there are any material uncertainties related to events or conditions that cast significant doubt upon the company’s

Key FinancialsYear ending 31/12/2025

Net Worth

£93k

Balance sheet strength

Cash

£279k

Cash in the bank

Net Current Assets

-£132k

Working capital

Current Assets

£347k

Current Liabilities

£479k

Fixed Assets

£2.2M

Debtors

£68k

6avg. employees+1

Balance Sheet

Intangible assets£2.2M
Assets less current liabilities£2.1M
Signed by Mr R Phillips,Prepared with IRIS Elements Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20250.72+£63k
20240.78+£6k
20240.72-£133k
20231.26+£108k
20220.79—

Derived from filed accounts. Not audited figures.