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Richard Jacobs Pensions Ltd

03545136

active
ltd
england wales
Companies House
Health Score
88 / 100

Healthy

30/30
Filing
20/30
Financial
38/40
Risk
  • 1 outstanding charge (-2)

Details

13 Brindley Court Dalewood Road, Lymedale Business Park, Newcastle, ST5 9QA
Incorporated 14/04/1998

Previously known as

Jacobs Financial Planning Ltd · until 19/09/2019
Richard Jacobs Pensions Limited · until 19/08/2019

Compliance

Last accounts

31/05/2026

total exemption full

Next accounts due

29/02/2028

On track

Confirmation statement

Last: 17/10/2025

Due 31/10/2026

On track

Industry

66220
Activities of insurance agents and brokers

Officers

Mrs Emily Jayne Small

director · Since 15/08/2019

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 49

Mrs Kate Barnard

director · Since 15/08/2019

COMPANY DIRECTOR

BRITISH · ENGLAND · Age 51

Also on 3 other boards

Kate Barnard

director · Since 15/08/2019

British · England · Age 51

Emily Jayne Small

director · Since 15/08/2019

British · England · Age 49

Former

Waterlow Nominees Limited

corporate nominee director · Resigned 14/04/1998

Waterlow Secretaries Limited

corporate nominee secretary · Resigned 14/04/1998

Kate Barnard

director · Resigned 18/11/2014

Richard David Jacobs

director · Resigned 15/08/2019

Emily Jayne Small

secretary · Resigned 15/08/2019

Persons with Significant Control

Mrs Kate Barnard

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

British · England · Age 51

13 Brindley Court, Dalewood Road, Newcastle, ST5 9QA

Notified 02/08/2024

Mrs Emily Jayne Small

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

British · England · Age 49

13 Brindley Court, Dalewood Road, Newcastle, ST5 9QA

Notified 02/08/2024

Former PSCs

Mr Richard David Jacobs

Ceased 02/08/2024

Charges1 outstanding

Charge
outstanding

ALDERMORE BANK PLC

Created 03/04/2025Registered 07/04/2025

Change History

status → active
2026-07-08

Active

type → ltd
2026-07-08

Private Limited Company

address line1 → 13 Brindley Court Dalewood Road
2026-07-08

13 BRINDLEY COURT DALEWOOD ROAD

post town → Newcastle
2026-07-08

NEWCASTLE

CompanyRankvs 748+ SIC 66220 peers
67

Financial strength75th percentile among SIC peers · 19/25
Employees54th percentile among SIC peers · 8/15
LiquidityCurrent ratio 2.81× · 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 strength19/25 pts

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

Employees8/15 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 31/05/2026

Net Worth

£73k

Balance sheet strength

Cash

£45k

Cash in the bank

Net Current Assets

£30k

Working capital

Current Assets

£47k

Current Liabilities

£17k

Fixed Assets

£127k

Debtors

£1k

2avg. employees

Tax at Year End

VAT£6k

Balance Sheet

Bank loans & overdrafts£83k
Assets less current liabilities£157k
Prepared with Taxfiler

EstimatesDerived

YearCurrent RatioImplied ProfitEst. Revenue
20262.81+£19k£114k
20250.30+£12k—
20247.63——
202329.17——

Derived from filed accounts. Not audited figures.