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Bkd Wealth Management Limited

08266483

active - proposal to strike off
Private Limited Company
Companies House
Health Score
N/A

Details

GROUND FLOOR EAGLE HOUSE, 1 BABBAGE WAY, EXETER, EX5 2FN
Incorporated 24/10/2012

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

65110
Life insurance
66220
Activities of insurance agents and brokers

Officers

Mr Peter Robert Ellis

director · Since 29/05/2020

FINANCIAL PLANNER

BRITISH · ENGLAND · Age 54

Also on 13 other boards

Mrs Sarah Jean Smith

director · Since 17/02/2022

FINANCIAL CONTROLLER

BRITISH · ENGLAND · Age 46

Also on 6 other boards

Persons with Significant Control

Shipman Financial Planning Limited

75–100% shares
75–100% votes
Appoint directors

Ground Floor, Eagle House, 1 Babbage Way, Exeter, EX5 2FN

Reg: 06984287 · Companies House · Private Company Limited By Shares

Notified 29/05/2020

Former PSCs

Mr Brendan Kelly Dixon

Ceased 29/05/2020

CompanyRankvs 6270+ SIC 65110 peers
63

Financial strength12th percentile among SIC peers · 3/25
Employees76th percentile among SIC peers · 11/15
LiquidityCurrent ratio 10.12× · 20/20
Longevity14 years trading (max 15) · 14/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength3/25 pts

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

Employees11/15 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.

Longevity14/15 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 31/12/2020

Net Worth

£1

Balance sheet strength

Cash

£180k

Cash in the bank

Net Current Assets

£416k

Working capital

Current Assets

£462k

Current Liabilities

£46k

Fixed Assets

£0

Debtors

£281k

4avg. employees+2

Balance Sheet

Intangible assets£0
Assets less current liabilities£416k
Prepared with CCH Software

EstimatesDerived

YearCurrent Ratio
202010.12
20194.75
20183.85

Derived from filed accounts. Not audited figures.