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The H.M.S. Beagle Trust

06614575

active
private limited guarant nsc limited exemption
england wales
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk

No risk factors detected.

Details

Yelverton House, St John Street, Whitland, SA34 0AW
Incorporated 09/06/2008

Compliance

Last accounts

30/06/2025

total exemption full

Next accounts due

24/03/2027

On track

Confirmation statement

Last: 13/09/2025

Due 27/09/2026

On track

Industry

74909
Other professional, scientific and technical activities

Officers

Mr David Owen John Shoubridge Lort-Phillips

director · Since 09/06/2008

SELF EMPLOYED LANDOWNER

BRITISH · WALES · Age 89

Also on 8 other boards

Miss Elizabeth Ann Lort-Phillips

director · Since 25/02/2012

CONSULTANT

BRITISH · UNITED KINGDOM · Age 58

Also on 5 other boards

Professor Richard Peter Oliver

director · Since 14/09/2020

COMPANY DIRECTOR

BRITISH · ENGLAND · Age 68

Professor Pietro Spanu

director · Since 14/09/2020

COMPANY DIRECTOR

BRITISH · ENGLAND · Age 63

David Owen John Shoubridge Lort-Phillips

director · Since 09/06/2008

British · Wales · Age 89

Elizabeth Ann Lort-Phillips

director · Since 25/02/2012

British · United Kingdom · Age 58

Richard Peter Oliver

director · Since 14/09/2020

British · England · Age 68

Pietro Spanu

director · Since 14/09/2020

British · England · Age 63

Former

Karen Elizabeth James

director · Resigned 30/03/2015

Adrian Richard Turner

director · Resigned 21/10/2015

Ravinder Singh Bhatia

director · Resigned 03/02/2016

Peter John Mcgrath

director · Resigned 31/03/2016

Adrian Donald Richardson

director · Resigned 20/04/2017

David Robert Smalley Clarke

director · Resigned 07/11/2019

Simon Rothery Boxall

director · Resigned 17/02/2020

Ian David Campbell

director · Resigned 15/04/2026

Change History

statusactive
2026-06-26

Active

typeprivate-limited-guarant-nsc-limited-exemption
2026-06-26

PRI/LBG/NSC (Private, Limited by guarantee, no share capital, use of 'Limited' exemption)

address line1Yelverton House
2026-06-26

YELVERTON HOUSE

post townWhitland
2026-06-26

WHITLAND

CompanyRankvs 37475+ SIC 74909 peers
44

Financial strength47th percentile among SIC peers · 12/25
Employees11th percentile among SIC peers · 2/15
LiquidityNo balance sheet data · 0/20
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 strength12/25 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.

Liquidity0/20 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 30/06/2025

Net Worth

£2k

Balance sheet strength

Cash

£8

Cash in the bank

Net Current Assets

£2k

Working capital

Current Assets

Current Liabilities

£2k

0avg. employees

Balance Sheet

Assets less current liabilities£2k
Signed by Mr D O J S Lort-PhillipsPrepared with IRIS Accounts Production

EstimatesDerived

YearImplied Profit
2025-£46
2024+£250

Derived from filed accounts. Not audited figures.