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Planned Wealth Limited

14497494

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

27A GREEN LANE, NORTHWOOD, HA6 2PX
Incorporated 21/11/2022

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Charles Cowan

director · Since 21/11/2022

MANAGER

BRITISH · ENGLAND · Age 43

Also on 1 other board

Mr Jason Scott Haigh

director · Since 21/11/2022

MANAGER

BRITISH · UNITED KINGDOM · Age 56

Also on 1 other board

Persons with Significant Control

Planned Wealth Management Ltd

25–50% shares

27a, Green Lane, Northwood, HA6 2PX

Reg: 13052773 · Companies House · Limited Company

Notified 21/11/2022

Icc Wealth Management Ltd

25–50% shares

27a, Green Lane, Northwood, HA6 2PX

Reg: 11905314 · Companies House · Limited Company

Notified 21/11/2022

CompanyRankvs 6437+ SIC 64999 peers
71

Financial strength88th percentile among SIC peers · 22/25
Employees93th percentile among SIC peers · 14/15
LiquidityCurrent ratio 1.51× · 16/20
Longevity4 years trading (max 15) · 4/15
Filing complianceAll filings up to date · 15/15
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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.

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 31/03/2025

Net Worth

£322k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£984k

Working capital

Current Assets

£2.9M

Current Liabilities

£1.9M

7avg. employees-1

Balance Sheet

Assets less current liabilities£984k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20251.51+£204k
20241.45

Derived from filed accounts. Not audited figures.