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Chalice Financial Planning Limited

15129181

active
Private Limited Company
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

6 ASHCOTT CLOSE, GLASTONBURY, BA6 9GN
Incorporated 11/09/2023

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Paulo Sergio Dos Santos Costa

director · Since 11/09/2023

FINANCIAL ADVISER

PORTUGUESE · ENGLAND · Age 30

Mrs Victoria Rachelle Dos Santos Costa

director · Since 26/03/2026

BRITISH · UNITED KINGDOM · Age 34

Persons with Significant Control

Mr Paulo Sergio Dos Santos Costa

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

Portuguese · England · Age 30

6, Ashcott Close, Glastonbury, BA6 9GN

Notified 11/09/2023

Mrs Victoria Rachelle Dos Santos Costa

25–50% shares

British · United Kingdom · Age 34

6, Ashcott Close, Glastonbury, BA6 9GN

Notified 26/03/2026

CompanyRankvs 17644+ SIC 64999 peers
41

Financial strength28th percentile among SIC peers · 7/25
Employees64th percentile among SIC peers · 10/15
LiquidityCurrent ratio 0.51× · 6/20
Longevity3 years trading (max 15) · 3/15
Filing complianceAll filings up to date · 15/15
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17644Chalice Financial Planning Limited
36
How is this score calculated?
Financial strength7/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees10/15 pts

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

Liquidity6/20 pts

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

Longevity3/15 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 31/03/2026

Net Worth

£100

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£30k

Working capital

Current Assets

£31k

Current Liabilities

£61k

Fixed Assets

£80k

2avg. employees

Balance Sheet

Assets less current liabilities£50k
Prepared with Companies House

EstimatesDerived

YearCurrent Ratio
20260.51
20260.51
20251.01
20241.98

Derived from filed accounts. Not audited figures.