Back to search

Trident Financial Planning Limited

13729809

active
Private Limited Company
Companies House
Health Score
85 / 100

Healthy

25/30
Filing
20/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)

Details

FOUNDATION HOUSE, ALTRINCHAM, WA15 8AB
Incorporated 08/11/2021

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Duncan Alexander Forbes

director · Since 08/11/2021

FINANCIAL ADVISER

BRITISH · SCOTLAND · Age 53

Mr Andrew Wagstaff

director · Since 08/11/2021

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 59

Persons with Significant Control

Greystone Financial Services (Holdings) Limited

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

Foundation House, Scott Drive, Altrincham, WA15 8AB

Reg: 5906384 · England · Limited Company

Notified 01/10/2024

Former PSCs

Connectus Wealth Limited

Ceased 31/07/2024

Connectus Wealth Group Limited

Ceased 30/09/2024

CompanyRankvs 7532+ SIC 64999 peers
64

Financial strength43th percentile among SIC peers · 11/25
Employees86th percentile among SIC peers · 13/15
LiquidityCurrent ratio 3.09× · 20/20
Longevity5 years trading (max 15) · 5/15
Filing complianceAll filings up to date · 15/15
Show leaderboard
How is this score calculated?
Financial strength11/25 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.

Liquidity20/20 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 31/12/2024

Net Worth

£1k

Balance sheet strength

Cash

£316k

Cash in the bank

Net Current Assets

£357k

Working capital

Current Assets

£528k

Current Liabilities

£171k

Fixed Assets

£5k

Debtors

£212k

4avg. employees+2

Tax at Year End

Corp tax£0

Balance Sheet

Intangible assets£1
Assets less current liabilities£363k
Prepared with CCH Software

EstimatesDerived

YearCurrent Ratio
20243.09
20231.87

Derived from filed accounts. Not audited figures.