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Beals Mortgage And Financial Services Limited

08286166

active
Private Limited Company
england wales
Companies House
Health Score
90 / 100

Healthy

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

No risk factors detected.

Details

UNIT 1 FULCRUM 2 SOLENT WAY, FAREHAM, PO15 7FN
Incorporated 08/11/2012

Compliance

Last accounts

28/03/2025

total exemption full

Next accounts due

28/12/2026

On track

Confirmation statement

Last: 23/09/2025

Due 07/10/2026

On track

Industry

64999
Other financial service activities
66220
Activities of insurance agents and brokers
66290
Other activities auxiliary to insurance and pension funding

Officers

Mr Anthony John Beal

director · Since 08/11/2012

ESTATE AGENT

BRITISH · ENGLAND · Age 63

Also on 16 other boards

Mr Paul Alexis Janes

director · Since 08/11/2012

FINANCIAL ADVISER

BRITISH · UNITED KINGDOM · Age 63

Also on 2 other boards

Miss Sandra Louise Penfold

secretary · Since 15/10/2024

Mr Willem Van Rooy

director · Since 29/10/2024

DIRECTOR

SOUTH AFRICAN · ENGLAND · Age 43

Also on 2 other boards

Persons with Significant Control

Mr Anthony John Beal

50–75% shares
50–75% votes
Appoint directors

British · England · Age 63

Unit 1 Fulcrum 2, Solent Way, Fareham, PO15 7FN

Notified 06/04/2016

Quilter Financial Planning Limited

25–50% shares
25–50% votes

Senator House, 85 Queen Victoria Street, London, EC4V 4AB

Reg: 05372217 · Englad And Wales · Limited Company

Notified 29/10/2024

Former PSCs

Mr Paul Alexis Janes

Ceased 28/01/2022

CompanyRankvs 7044+ SIC 64999 peers
65

Financial strength56th percentile among SIC peers · 14/25
Employees16th percentile among SIC peers · 2/15
LiquidityCurrent ratio 24.52× · 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 strength14/25 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.

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 28/03/2025

Net Worth

£8k

Balance sheet strength

Cash

£7.4M

Cash in the bank

Net Current Assets

£7.2M

Working capital

Current Assets

£7.5M

Current Liabilities

£306k

Fixed Assets

£2.9M

Debtors

£69k

0avg. employees-27

Tax at Year End

Corp tax£216k

Balance Sheet

Intangible assets£1.8M
Assets less current liabilities£10.1M
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
202524.52+£0
202421.70+£0
202318.52+£0
202211.59
202111.11
202012.40
20194.66

Derived from filed accounts. Not audited figures.