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Palmer Financial Planning Ltd

14385073

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

107 PENN HILL ROAD, BATH, BA1 3RU
Incorporated 29/09/2022

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mrs Karen Palmer

director · Since 29/09/2022

DIRECTOR

BRITISH · ENGLAND · Age 54

Mr Stuart William Palmer

director · Since 29/09/2022

FINANCIAL PLANNER

BRITISH · ENGLAND · Age 43

Also on 3 other boards

Persons with Significant Control

Mr Stuart William Palmer

Significant control

British · England · Age 43

107 Penn Hill Road, Bath, BA1 3RU

Notified 29/09/2022

CompanyRankvs 12962+ SIC 64999 peers
53

Financial strength47th percentile among SIC peers · 12/25
Employees39th percentile among SIC peers · 6/15
LiquidityCurrent ratio 1.77× · 16/20
Longevity4 years trading (max 15) · 4/15
Filing complianceAll filings up to date · 15/15
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12962Palmer Financial Planning Ltd
48
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.

Employees6/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity16/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity4/15 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

£2k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£2k

Working capital

Current Assets

£6k

Current Liabilities

£3k

Fixed Assets

£1

1avg. employees

Balance Sheet

Assets less current liabilities£2k
Signed by S Palmer 29/04/2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20251.77+£12k
20240.42—

Derived from filed accounts. Not audited figures.