Back to search

F5 Wealth Planning Ltd

13438162

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

1 JESMOND BUSINESS COURT, NEWCASTLE UPON TYNE, NE2 1LA
Incorporated 04/06/2021

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Gavin Burton

director · Since 04/06/2021

DIRECTOR

BRITISH · ENGLAND · Age 59

Persons with Significant Control

Gavin Burton

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

British · England · Age 59

1, Jesmond Business Court, Newcastle Upon Tyne, NE2 1LA

Notified 04/06/2021

CompanyRankvs 11031+ SIC 64999 peers
54

Financial strength48th percentile among SIC peers · 12/25
Employees64th percentile among SIC peers · 10/15
LiquidityCurrent ratio 1.1× · 12/20
Longevity5 years trading (max 15) · 5/15
Filing complianceAll filings up to date · 15/15
Show leaderboard
1Atlanta Trust Limited
90
2Bishopsgate Corporate Finance Limited
90
3M.W. Beer & Co. Limited
90
4Mirabaud Asset Management Limited
90
5Chelsea Financial Services Plc
90
6Gee & Watson Wealth Management Limited
90
7Mileshield Commercial Funding Limited
90
8Yfm Private Equity Limited
90
9Dentons Pension Management Limited
90
10South West Investment Group Limited
90
11031F5 Wealth Planning Ltd
54
How is this score calculated?
Financial strength12/25 pts

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

Employees10/15 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 31/03/2025

Net Worth

£2k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£2k

Working capital

Current Assets

£21k

Current Liabilities

£19k

2avg. employees

Balance Sheet

Assets less current liabilities£2k
Prepared with Taxfiler

EstimatesDerived

YearCurrent RatioImplied Profit
20251.10+£729
20241.08-£2k
20231.14+£7k
20220.30—

Derived from filed accounts. Not audited figures.