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Glos & Wilts Financial Planning Limited

13371403

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

MIDWAY HOUSE HERRICK WAY, CHELTENHAM, GL51 6TQ
Incorporated 03/05/2021

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Jordan William Toomer

director · Since 03/05/2021

DIRECTOR

BRITISH · ENGLAND · Age 31

Also on 2 other boards

Persons with Significant Control

G&W Fp 2025 Ltd

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

Midway House, Herrick Way, Cheltenham, GL51 6TQ

Reg: 16281762 · England And Wales · Limited Company

Notified 01/09/2025

Former PSCs

Mr Jordan William Toomer

Ceased 01/09/2025

Mr Alex Wilkie

Ceased 01/09/2025

Sfs 2025 Ltd

Ceased 01/09/2025

CompanyRankvs 6071+ SIC 64999 peers
67

Financial strength84th percentile among SIC peers · 21/25
Employees90th percentile among SIC peers · 14/15
LiquidityCurrent ratio 1.13× · 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 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.

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 01/09/2025

Net Worth

£195k

Balance sheet strength

Cash

£105k

Cash in the bank

Net Current Assets

£23k

Working capital

Current Assets

£202k

Current Liabilities

£179k

Fixed Assets

£470k

Debtors

£97k

5avg. employees+1

Balance Sheet

Intangible assets£469k
Bank loans & overdrafts£298k
Assets less current liabilities£493k
Prepared with Digita Accounts Production Advanced

EstimatesDerived

YearCurrent RatioImplied Profit
20251.13+£39k
20241.21+£8k
20230.76

Derived from filed accounts. Not audited figures.