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Aegis Financial Consultants Limited

04214967

active
Private Limited Company
Companies House
Health Score
79 / 100

Some Concerns

25/30
Filing
20/30
Financial
34/40
Risk
  • No accounts filed in last 18 months (-5)
  • 3 outstanding charges (-6)

Details

38 DIMOND STREET, PEMBROKESHIRE, SA72 6BT
Incorporated 11/05/2001

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66220
Activities of insurance agents and brokers

Officers

Mark Edward Carter

secretary · Since 11/05/2001

INSURANCE CONSULTANT

BRITISH · WALES · Age 55

Also on 11 other boards

Mark Edward Carter

director · Since 11/05/2001

INSURANCE CONSULTANT

BRITISH · WALES · Age 55

Also on 11 other boards

Persons with Significant Control

Mr Mark Edward Carter

25–50% shares

British · Wales · Age 55

38 Dimond Street, Pembrokeshire, SA72 6BT

Notified 06/04/2016

Mr Robert Jackson

25–50% shares

British · Wales · Age 81

38 Dimond Street, Pembrokeshire, SA72 6BT

Notified 06/04/2016

Charges3 outstanding

charge
outstanding

HSBC BANK PLC

Created 07/08/2007Registered 14/08/2007
charge
outstanding

HSBC BANK PLC

Created 20/02/2004Registered 24/02/2004
charge
outstanding

HSBC BANK PLC

Created 21/05/2002Registered 25/05/2002

CompanyRankvs 1290+ SIC 66220 peers
61

Financial strength82th percentile among SIC peers · 21/25
Employees55th percentile among SIC peers · 8/15
LiquidityCurrent ratio 1.18× · 12/20
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 strength21/25 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.

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.

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 30/10/2024

Net Worth

£139k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£9k

Working capital

Current Assets

£63k

Current Liabilities

£53k

Fixed Assets

£157k

2avg. employees

Balance Sheet

Assets less current liabilities£166k
Prepared with Companies House

EstimatesDerived

YearCurrent RatioImplied Profit
20241.18+£4k
20231.24-£4k
20221.75+£8k
20211.55-£3k
20201.65+£22k
20191.20-£8k
20181.62

Derived from filed accounts. Not audited figures.