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Schaefer Financial Management Limited

04596404

active
Private Limited Company
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

GOODWOOD HOUSE, TAUNTON, TA1 2PX
Incorporated 21/11/2002

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66190
Other activities auxiliary to financial services
66290
Other activities auxiliary to insurance and pension funding

Officers

Elisabeth Carole Sheppard

secretary · Since 06/12/2002

COMPANY ADMINISTRATOR

BRITISH · UNITED KINGDOM · Age 64

Also on 3 other boards

Philip Arthur Sheppard

director · Since 06/12/2002

CHARTERED FINANCIAL PLANNER

BRITISH · ENGLAND · Age 66

Elisabeth Carole Sheppard

director · Since 16/04/2026

BRITISH · UNITED KINGDOM · Age 64

Also on 3 other boards

Persons with Significant Control

Elisabeth Carole Sheppard

25–50% shares
25–50% votes

British · United Kingdom · Age 64

Goodwood House, Blackbrook Park Avenue, Taunton, TA1 2PX

Notified 06/04/2016

Philip Arthur Sheppard

25–50% shares
25–50% votes

British · United Kingdom · Age 66

Goodwood House, Blackbrook Park Avenue, Taunton, TA1 2PX

Notified 06/04/2016

CompanyRankvs 855+ SIC 66190 peers
79

Financial strength74th percentile among SIC peers · 19/25
Employees92th percentile among SIC peers · 14/15
LiquidityCurrent ratio 1.9× · 16/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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855Schaefer Financial Management Limited
75
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.

Employees14/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity16/20 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 28/02/2025

Net Worth

£49k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£36k

Working capital

Current Assets

£76k

Current Liabilities

£40k

Fixed Assets

£22k

6avg. employees-3

Balance Sheet

Assets less current liabilities£58k
Prepared with Silverfin

EstimatesDerived

YearCurrent RatioImplied Profit
20251.90-£4k
20241.70+£4k
20231.04+£4k
20221.21-£8k
20211.25+£6k
20201.41+£2k
20190.91+£21k
20171.61—

Derived from filed accounts. Not audited figures.