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Broadoak Asset Management Ltd

09002299

active
ltd
england wales
Companies House
Health Score
90 / 100

Healthy

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

No risk factors detected.

Details

The Core Bath Lane, Newcastle Helix, Newcastle Upon Tyne, NE4 5TF
Incorporated 17/04/2014

Compliance

Last accounts

30/06/2025

total exemption full

Next accounts due

31/03/2027

On track

Confirmation statement

Last: 17/04/2026

Due 01/05/2027

On track

Industry

68310
Real estate agencies

Officers

Mr Alick John Fergus Trim Arics

director · Since 17/04/2014

DIRECTOR

BRITISH · UNITED KINGDOM · Age 57

Also on 3 other boards

Mrs Susan Philippa Trim

director · Since 17/04/2014

DIRECTOR

BRITISH · UNITED KINGDOM · Age 59

Also on 2 other boards

Mr John Kenneth William Seager

director · Since 01/06/2021

CHARTERED SURVEYOR

BRITISH · UNITED KINGDOM · Age 52

Susan Philippa Trim

director · Since 17/04/2014

British · United Kingdom · Age 59

Alick John Fergus Trim

director · Since 17/04/2014

British · United Kingdom · Age 57

John Kenneth William Seager

director · Since 01/06/2021

British · United Kingdom · Age 52

Former

Jonathan Roger Sykes

director · Resigned 01/07/2024

Persons with Significant Control

Mr John Kenneth William Seager

25–50% shares
25–50% votes

British · United Kingdom · Age 52

The Core, Bath Lane, Newcastle Upon Tyne, NE4 5TF

Notified 01/06/2021

Broadoak Holdings North East

50–75% shares

West Lodge, Stelling Hall, Stocksfield, NE43 7UR

Reg: 09001081 · England · Limited Company

Notified 01/06/2021

Former PSCs

Mr Alick John Fergus Trim

Ceased 01/06/2021

Mr Jonathan Roger Sykes

Ceased 01/07/2024

Change History

statusactive
2026-07-28

Active

typeltd
2026-07-28

Private Limited Company

address line1The Core Bath Lane
2026-07-28

THE CORE BATH LANE

post townNewcastle Upon Tyne
2026-07-28

NEWCASTLE UPON TYNE

officer appointedSEAGER, John Kenneth William
2026-07-28
officer appointedTRIM, Alick John Fergus
2026-07-28
officer appointedTRIM, Susan Philippa
2026-07-28

CompanyRankvs 1673+ SIC 68310 peers
80

Financial strength83th percentile among SIC peers · 21/25
Employees83th percentile among SIC peers · 12/15
LiquidityCurrent ratio 3.18× · 20/20
Longevity12 years trading (max 15) · 12/15
Filing complianceAll filings up to date · 15/15
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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.

Employees12/15 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.

Longevity12/15 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

£72k

Balance sheet strength

Cash

£52k

Cash in the bank

Net Current Assets

£48k

Working capital

Current Assets

£70k

Current Liabilities

£22k

Fixed Assets

£24k

Debtors

£18k

4avg. employees

Balance Sheet

Assets less current liabilities£72k
Prepared with VT Final Accounts

EstimatesDerived

YearCurrent RatioImplied Profit
20253.18+£0
20253.18-£39k
20242.06-£2k
20232.13

Derived from filed accounts. Not audited figures.