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Caroline Banks & Associates Limited

02932776

active
ltd
england wales
Companies House
Health Score
80 / 100

Healthy

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

Details

Broadlands Business Campus, Langhurst Wood Road, Horsham, RH12 4QP
Incorporated 25/05/1994

Previously known as

Ips Professional Financial Services Ltd · until 03/04/1995
Talasea Limited · until 29/06/1994

Compliance

Last accounts

31/07/2025

total exemption full

Next accounts due

30/09/2027

On track

Confirmation statement

Last: 22/07/2025

Due 05/08/2026

On track

Industry

66220
Activities of insurance agents and brokers

Officers

Ms Caroline Anne Banks

director · Since 01/06/1994

FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 74

Also on 1 other board

Mr Edward Dymott

director · Since 09/01/2026

BRITISH · ENGLAND · Age 47

Also on 30 other boards

Miss Helen Louise Fitzgerald

director · Since 09/01/2026

BRITISH · ENGLAND · Age 45

Also on 21 other boards

Caroline Anne Banks

director · Since 01/06/1994

British · England · Age 74

Helen Louise Fitzgerald

director · Since 09/01/2026

British · England · Age 45

Edward Dymott

director · Since 09/01/2026

British · England · Age 47

Former

Debbie Moore

nominee secretary · Resigned 01/06/1994

Kevin Thomas Brown

nominee director · Resigned 01/06/1994

Paul James Tarran

director · Resigned 27/01/1995

Paul James Tarran

secretary · Resigned 27/01/1995

Joseph Macpherson Humphries

secretary · Resigned 21/08/1995

Charles Arthur Roger Wood

director · Resigned 14/12/2012

David Beddoes Rogers

director · Resigned 29/12/2017

David Beddoes Rogers

secretary · Resigned 29/12/2017

Alison Elizabeth Warner

director · Resigned 09/01/2026

Persons with Significant Control

Benchmark Financial Planning Limited

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

Broadlands Business Campus, Langhurst Wood Road, Horsham, RH12 4QP

Reg: 07572431 · Companies House · Private Limited Company

Notified 09/01/2026

Former PSCs

Ms Caroline Anne Banks

Ceased 09/01/2026

Mr David Beddoes Rogers

Ceased 29/12/2017

Change History

officer appointedBANKS, Caroline Anne
2026-07-24
officer appointedDYMOTT, Edward
2026-07-24
officer appointedFITZGERALD, Helen Louise
2026-07-24
statusactive
2026-07-24

Active

typeltd
2026-07-24

Private Limited Company

address line1Broadlands Business Campus
2026-07-24

BROADLANDS BUSINESS CAMPUS

post townHorsham
2026-07-24

HORSHAM

CompanyRankvs 51+ SIC 66220 peers
88

Financial strength96th percentile among SIC peers · 24/25
Employees92th percentile among SIC peers · 14/15
LiquidityCurrent ratio 6.06× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Show leaderboard
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.

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 31/07/2025

Net Worth

£1.0M

Balance sheet strength

Cash

£1.1M

Cash in the bank

Net Current Assets

£1.0M

Working capital

Current Assets

£1.2M

Current Liabilities

£198k

Fixed Assets

£10k

Debtors

£108k

10avg. employees-1

Tax at Year End

Corp tax£110k

Balance Sheet

Assets less current liabilities£1.0M
Signed by C A Banks 05/11/2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20256.06+£137k
20245.80+£66k
20235.94

Derived from filed accounts. Not audited figures.