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De Lisle Financial Planning Ltd

13320109

active
Private Limited Company
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

4 THE APPLE STORE, NORTHLEACH, GL54 3JL
Incorporated 08/04/2021

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

James Andros De Lisle Wells

director · Since 08/04/2021

FINANCIAL ADVISER

BRITISH · UNITED KINGDOM · Age 47

Persons with Significant Control

James Andros De Lisle Wells

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

British · United Kingdom · Age 47

4 The Apple Store, Far Peak, Northleach, GL54 3JL

Notified 08/04/2021

Lisa Emily De Lisle Wells

25–50% shares
25–50% votes

British · United Kingdom · Age 39

4 The Apple Store, Far Peak, Northleach, GL54 3JL

Notified 08/04/2021

CompanyRankvs 7916+ SIC 64999 peers
62

Financial strength67th percentile among SIC peers · 17/25
Employees86th percentile among SIC peers · 13/15
LiquidityCurrent ratio 1.4× · 12/20
Longevity5 years trading (max 15) · 5/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength17/25 pts

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

Employees13/15 pts

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

Liquidity12/20 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.

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

Key FinancialsYear ending 31/07/2025

Net Worth

£30k

Balance sheet strength

Cash

£45k

Cash in the bank

Net Current Assets

£29k

Working capital

Current Assets

£100k

Current Liabilities

£71k

Fixed Assets

£3k

Debtors

£55k

4avg. employees+1

Balance Sheet

Assets less current liabilities£31k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20251.40+£4k
20241.42-£21k
20232.27—

Derived from filed accounts. Not audited figures.