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Trident Financial Planning Limited

13729809

active
Private Limited Company
england wales
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk
  • Going concern doubt noted in accounts (-10)

Details

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

Compliance

Last accounts

31/12/2024

small

Next accounts due

30/09/2026

On track

Confirmation statement

Last: 07/11/2025

Due 21/11/2026

On track

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 3301+ SIC 64999 peers
66

Financial strength89th percentile among SIC peers · 22/25
Employees95th percentile among SIC peers · 14/15
LiquidityCurrent ratio 10.25× · 20/20
Longevity5 years trading (max 15) · 5/15
Filing complianceAll filings up to date · 15/15
Going concern doubt -10
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How is this score calculated?
Financial strength22/25 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.

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.

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

we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the company's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue. Our responsibilities and the responsibilities of the directors with respect to going concern are d

Key FinancialsYear ending 31/12/2025

Net Worth

£362k

Balance sheet strength

Cash

£602k

Cash in the bank

Profit Before Tax

£622k

Bottom line earnings

Net Current Assets

£824k

Working capital

Current Assets

£913k

Current Liabilities

£89k

Fixed Assets

£4k

Debtors

£311k

Cost of Sales

£421k

Admin Expenses

£990k

Profit After Tax

£466k

9avg. employees+5

Tax at Year End(2024)

Corp tax£0

People Costs

Wages & salaries£628k

Balance Sheet

Intangible assets£1
Assets less current liabilities£828k
Prepared with CCH Software

EstimatesDerived

YearCurrent Ratio
202510.25
20243.09
20231.87

Derived from filed accounts. Not audited figures.