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James Trickett & Son (Insurances) Limited

00587444

active
Private Limited Company
england wales
Companies House
Health Score
74 / 100

Some Concerns

30/30
Filing
10/30
Financial
34/40
Risk
  • 3 outstanding charges (-6)

Details

11 BANK STREET, ROSSENDALE, BB4 6QS
Incorporated 17/07/1957

Compliance

Last accounts

31/08/2025

total exemption full

Next accounts due

31/05/2027

On track

Confirmation statement

Last: 20/12/2025

Due 03/01/2027

On track

Industry

66220
Activities of insurance agents and brokers

Officers

Mr Roger James Shadlock Bsc Abiba

director · Since 31/12/1991

INSURANCE BROKER

BRITISH · ENGLAND · Age 78

Mrs Norma Jane Shadlock

secretary · Since 01/10/2012

Mrs Janine Packman

director · Since 01/02/2016

INSURANCE BROKER

BRITISH · ENGLAND · Age 46

Persons with Significant Control

Mr Roger James Shadlock

25–50% shares
25–50% votes

British · England · Age 78

11 Bank Street, Rossendale, BB4 6QS

Notified 06/04/2016

Mrs Norma Jane Shadlock

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

English · England · Age 70

11 Bank Street, Rawtenstall, BB4 6QS

Notified 01/09/2016

Mrs Janine Packman

Significant control

British · England · Age 46

Reception 1, First Floor Offices, Red Rose Court, Clayton Le Moors, BB5 5JR

Notified 10/01/2023

Charges3 outstanding

charge
outstanding

BARCLAYS BANK PLC

Created 01/02/2007Registered 03/02/2007
charge
outstanding

BARCLAYS BANK PLC

Created 03/12/1987Registered 09/12/1987
charge
outstanding

BARCLAYS BANK PLC

Created 19/02/1985Registered 27/02/1985

CompanyRankvs 2850+ SIC 66220 peers
46

Financial strength95th percentile among SIC peers · 24/25
Employees12th percentile among SIC peers · 2/15
LiquidityNo balance sheet data · 0/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Outstanding charges -10
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2850James Trickett & Son (Insurances) Limited
56
How is this score calculated?
Financial strength24/25 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.

Liquidity0/20 pts

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

Longevity15/15 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.

Risk deductions

Outstanding charges: -10 pts

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

Key FinancialsYear ending 31/08/2025

Net Worth

£824k

Balance sheet strength

Cash

£380k

Cash in the bank

Net Current Assets

£210k

Working capital

Current Assets

£401k

Current Liabilities

—

Fixed Assets

£627k

Debtors

£21k

0avg. employees-11

Tax at Year End(2020)

Corp tax£23k

Balance Sheet

Assets less current liabilities£836k
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
2025—+£89k
20242.36+£99k
20233.49+£93k
20222.65+£107k
20212.15+£434k
20202.45-£263k
20170.99—

Derived from filed accounts. Not audited figures.