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D&L Financial Planning Ltd

16291662

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

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

1 BONNINGTON CLOSE, RUGBY, CV21 4DG
Incorporated 04/03/2025

Compliance

Last accounts

31/03/2026

micro entity

Next accounts due

31/12/2027

On track

Confirmation statement

Last: 03/03/2026

Due 17/03/2027

On track

Industry

64999
Other financial service activities

Officers

Miss Lauren Wildsmith

director · Since 04/03/2025

DIRECTOR

BRITISH · ENGLAND · Age 32

Mr David Wardle

director · Since 04/03/2025

DIRECTOR

BRITISH · ENGLAND · Age 32

Persons with Significant Control

Mr David Wardle

25–50% shares
25–50% votes
Appoint directors

British · England · Age 32

8, Main Street, Rugby, CV22 7NB

Notified 04/03/2025

Miss Lauren Wildsmith

25–50% shares
25–50% votes
Appoint directors

British · England · Age 32

8, Main Street, Rugby, CV22 7NB

Notified 04/03/2025

CompanyRankvs 10614+ SIC 64999 peers
56

Financial strength69th percentile among SIC peers · 17/25
Employees16th percentile among SIC peers · 2/15
LiquidityCurrent ratio 2.3× · 20/20
Longevity2 years trading (max 15) · 2/15
Filing complianceAll filings up to date · 15/15
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10614D&L Financial Planning Ltd
55
How is this score calculated?
Financial strength17/25 pts

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

Employees2/15 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.

Longevity2/15 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

£37k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£25k

Working capital

Current Assets

£43k

Current Liabilities

£19k

Fixed Assets

£12k

0avg. employees

Balance Sheet

Assets less current liabilities£37k
Prepared with v2026.27.1 micro_entity_frs_105_v1_1_3 filing

EstimatesDerived

YearCurrent Ratio
20262.30

Derived from filed accounts. Not audited figures.