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Robert Gerrard & Westbrook Limited

03637689

active
Private Limited Company
Companies House
Health Score
75 / 100

Some Concerns

25/30
Filing
10/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)
  • Current liabilities exceed current assets (-10)

Details

51 YARMOUTH ROAD, NORWICH, NR7 0ET
Incorporated 24/09/1998

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr David Andrew Welsh

director · Since 18/07/2014

INDEPENDENT FINANCIAL ADVISER

BRITISH · UNITED KINGDOM · Age 60

Also on 2 other boards

Persons with Significant Control

Robert Gerrard & Westbrook Holdings Ltd

75–100% shares
75–100% votes

Insight House, 7a Alkmaar Way, Norwich, NR6 6BF

Reg: 09121425 · Companies House · Limited Company

Notified 23/09/2017

Former PSCs

Mr Jason Richard Howard

Ceased 23/09/2017

Charges0 outstanding

Charge
satisfied

VERTUS CAPITAL SPV1 LIMITED

Created 12/12/2022Registered 15/12/2022Satisfied 27/10/2025
Charge
satisfied

ELIZABETH YATES · JOHN MYRON WESTBROOK YATES

Created 18/07/2014Registered 23/07/2014Satisfied 15/02/2017

CompanyRankvs 10744+ SIC 64999 peers
54

Financial strength38th percentile among SIC peers · 10/25
Employees16th percentile among SIC peers · 2/15
LiquidityCurrent ratio 1.4× · 12/20
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 strength10/25 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.

Liquidity12/20 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 31/08/2024

Net Worth

£185

Balance sheet strength

Cash

£112k

Cash in the bank

Net Current Assets

£35k

Working capital

Current Assets

£124k

Current Liabilities

£89k

Debtors

£12k

Profit After Tax

£233k

0avg. employees

Tax at Year End

Corp tax£72k
Dividends paid£210k

Balance Sheet

Assets less current liabilities£93k
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20241.40—
20231.12+£23k
20221.12+£24k
20210.88-£7k
20200.96-£32k
20191.30-£49k
20181.85—
20161.03—

Derived from filed accounts. Not audited figures.