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Carter Financial Planning Ltd

13943620

active
Private Limited Company
Companies House
Health Score
75 / 100

Some Concerns

25/30
Filing
10/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)
  • Current liabilities exceed current assets (-10)

Details

83A HIGH STREET, STEVENAGE, SG1 3HR
Incorporated 28/02/2022

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

70221
Financial management

Officers

Mr Darren Russell Carter

director · Since 28/02/2022

FINANCIAL ADVISER

BRITISH · UNITED KINGDOM · Age 44

Also on 1 other board

Persons with Significant Control

Mr Darren Russell Carter

75–100% shares

British · United Kingdom · Age 44

83a, High Street, Stevenage, SG4 9DU

Notified 28/02/2022

CompanyRankvs 2327+ SIC 70221 peers
72

Financial strength70th percentile among SIC peers · 18/25
Employees91th percentile among SIC peers · 14/15
LiquidityCurrent ratio 4.02× · 20/20
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 strength18/25 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.

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

Key FinancialsYear ending 28/02/2025

Net Worth

£24k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£19k

Working capital

Current Assets

£26k

Current Liabilities

£6k

Fixed Assets

£5k

3avg. employees

Balance Sheet

Assets less current liabilities£24k
Prepared with Taxfiler

EstimatesDerived

YearCurrent RatioImplied Profit
20254.02+£14k
20241.78+£2k
20232.21

Derived from filed accounts. Not audited figures.