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Beckford & Lewis Financial Planning Ltd

11852569

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

15 MARKET PLACE, DISS, IP22 4AB
Incorporated 28/02/2019

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Samuel John Beckford

director · Since 28/02/2019

FINANCIAL ADVISER

BRITISH · UNITED KINGDOM · Age 33

Mrs Eleanor Lewis

director · Since 28/02/2019

FINANCIAL ADVISER

BRITISH · UNITED KINGDOM · Age 51

Persons with Significant Control

Mrs Eleanor Lewis

25–50% shares
25–50% votes
Appoint directors

British · United Kingdom · Age 51

15, Market Place, Diss, IP22 4AB

Notified 28/02/2019

Mr Samuel John Beckford

25–50% shares
25–50% votes
Appoint directors

British · United Kingdom · Age 33

15, Market Place, Diss, IP22 4AB

Notified 28/02/2019

CompanyRankvs 9320+ SIC 64999 peers
62

Financial strength81th percentile among SIC peers · 20/25
Employees90th percentile among SIC peers · 14/15
LiquidityCurrent ratio 0.63× · 6/20
Longevity7 years trading (max 15) · 7/15
Filing complianceAll filings up to date · 15/15
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9320Beckford & Lewis Financial Planning Ltd
58
How is this score calculated?
Financial strength20/25 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.

Liquidity6/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity7/15 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 31/03/2025

Net Worth

£130k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

-£34k

Working capital

Current Assets

£65k

Current Liabilities

£102k

Fixed Assets

£870k

5avg. employees-1

Balance Sheet

Assets less current liabilities£836k
Signed by Mrs Eleanor Lewis Mr Samuel Beckford 16th December 2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20250.63-£11k
20240.48+£18k
20230.22+£9k
20220.50+£49k
20210.54—

Derived from filed accounts. Not audited figures.