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Woodward Markwell Financial Advisers Ltd

02492078

active
Private Limited Company
england wales
Companies House
Health Score
78 / 100

Some Concerns

30/30
Filing
10/30
Financial
38/40
Risk
  • Current liabilities exceed current assets (-10)
  • 1 outstanding charge (-2)

Details

FRIARS HOUSE, IPSWICH, IP1 1SL
Incorporated 12/04/1990

Compliance

Last accounts

31/01/2025

total exemption full

Next accounts due

31/10/2026

On track

Confirmation statement

Last: 31/03/2026

Due 14/04/2027

On track

Industry

64999
Other financial service activities
65110
Life insurance
65120
Non-life insurance

Officers

Mrs Davina Anne Olson

director · Since 01/05/2018

CHARTERED FINANCIAL PLANNER

BRITISH · ENGLAND · Age 55

Also on 5 other boards

Mr Jacob John Blackmore

director · Since 01/03/2023

DIRECTOR

BRITISH · ENGLAND · Age 37

Also on 4 other boards

Mrs Rachel Elizabeth Fortescue

director · Since 01/03/2023

DIRECTOR

BRITISH · ENGLAND · Age 57

Also on 4 other boards

Persons with Significant Control

Woodward Markwell Insurance Brokers Holdings Ltd

75–100% shares
75–100% votes

Friars House, Falcon Street, Ipswich, IP1 1SL

Reg: 07859958 · Uk Companies Register · A Limited Company

Notified 06/04/2016

Charges1 outstanding

Charge
outstanding

NATIONAL WESTMINSTER BANK PLC

Created 06/03/2014Registered 07/03/2014
charge
satisfied

HSBC BANK PLC

Created 12/03/2012Registered 13/03/2012Satisfied 09/07/2014
charge
satisfied

PREMIUM CREDIT LIMITED

Created 04/01/2007Registered 10/01/2007Satisfied 19/04/2012
charge
satisfied

MIDLAND BANK PLC

Created 28/01/1999Registered 04/02/1999Satisfied 11/10/2006
charge
satisfied

ROYSCOT TRUST PLC

Created 12/11/1993Registered 16/11/1993Satisfied 11/10/2006

CompanyRankvs 80+ SIC 64999 peers
79

Financial strength96th percentile among SIC peers · 24/25
Employees98th percentile among SIC peers · 15/15
LiquidityCurrent ratio 6.2× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Outstanding charges -10
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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.

Employees15/15 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.

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 31/01/2025

Net Worth

£1.6M

Balance sheet strength

Cash

£147k

Cash in the bank

Net Current Assets

£1.6M

Working capital

Current Assets

£1.9M

Current Liabilities

£312k

Fixed Assets

£14k

Debtors

£1.8M

21avg. employees-2

Tax at Year End

Corp tax£82k

Balance Sheet

Assets less current liabilities£1.6M
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20256.20+£228k
20244.67—

Derived from filed accounts. Not audited figures.