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Richard Jacobs Pension And Trustee Services Limited

02706364

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

13 BRINDLEY COURT, NEWCASTLE UNDER LYME, ST5 9QA
Incorporated 13/04/1992

Compliance

Last accounts

31/05/2025

total exemption full

Next accounts due

28/02/2027

On track

Confirmation statement

Last: 06/06/2025

Due 20/06/2026

On track

Industry

66220
Activities of insurance agents and brokers

Officers

Mr Richard David Jacobs

director · Since 28/05/1992

COMPANY DIRECTOR

BRITISH · ENGLAND · Age 76

Mrs Emily Jayne Small

director · Since 27/07/2009

DIRECTOR

BRITISH · UNITED KINGDOM · Age 49

Mrs Kate Barnard

director · Since 01/10/2014

OFFICE MANAGER

BRITISH · ENGLAND · Age 51

Also on 3 other boards

Kate Barnard

secretary · Since 01/10/2015

Persons with Significant Control

Mr Richard David Jacobs

25–50% shares

British · England · Age 76

13, Brindley Court, Newcastle Under Lyme, ST5 9QA

Notified 06/04/2016

Mrs Emily Jayne Small

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

British · England · Age 49

13, Brindley Court, Newcastle Under Lyme, ST5 9QA

Notified 06/11/2024

Charges0 outstanding

charge
satisfied

BARCLAYS BANK PLC

Created 10/08/1992Registered 19/08/1992Satisfied 23/07/2004

CompanyRankvs 132+ SIC 66220 peers
86

Financial strength86th percentile among SIC peers · 22/25
Employees93th percentile among SIC peers · 14/15
LiquidityCurrent ratio 2.99× · 20/20
Longevity15 years trading (max 15) · 15/15
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.

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.

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

Key FinancialsYear ending 31/05/2025

Net Worth

£229k

Balance sheet strength

Cash

£234k

Cash in the bank

Net Current Assets

£218k

Working capital

Current Assets

£328k

Current Liabilities

£110k

Fixed Assets

£14k

Debtors

£24k

11avg. employees

Tax at Year End(2021)

Corp tax£1k

Balance Sheet

Assets less current liabilities£232k
Signed by Mrs K Barnard 31/07/2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20252.99-£16k
20243.21-£23k
20234.10+£12k
20224.66+£37k
20215.80+£4k
20205.82+£34k
20194.43

Derived from filed accounts. Not audited figures.