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Avocet Wealth Partnership Ltd

13074485

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

55 THE PARADE, EXMOUTH, EX8 1RD
Incorporated 10/12/2020

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66290
Other activities auxiliary to insurance and pension funding
66300
Fund management activities

Officers

Mr Ian Jon Crook

director · Since 10/12/2020

FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 53

Also on 1 other board

Mr William Simon Hunter Roper

director · Since 10/12/2020

FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 48

Also on 2 other boards

Mrs Andrea Carroll Crook

director · Since 11/11/2021

COMPANY DIRECTOR

BRITISH · ENGLAND · Age 51

Also on 1 other board

Mrs Carolyn Elisabeth Roper

director · Since 11/11/2021

COMPANY DIRECTOR

BRITISH · ENGLAND · Age 49

Also on 1 other board

Persons with Significant Control

Mr Ian Jon Crook

25–50% shares
25–50% votes

British · England · Age 53

55, The Parade, Exmouth, EX8 1RD

Notified 10/12/2020

Mr William Simon Hunter Roper

25–50% shares
25–50% votes

British · England · Age 48

55, The Parade, Exmouth, EX8 1RD

Notified 10/12/2020

Mrs Carolyn Roper

25–50% shares
25–50% votes

British · England · Age 48

55, The Parade, Exmouth, EX8 1RD

Notified 11/11/2021

Mrs Andrea Carroll Crook

25–50% shares
25–50% votes

British · England · Age 51

55, The Parade, Exmouth, EX8 1RD

Notified 11/11/2021

CompanyRankvs 1200+ SIC 66290 peers
57

Financial strength80th percentile among SIC peers · 20/25
Employees93th percentile among SIC peers · 14/15
LiquidityCurrent ratio 0.45× · 2/20
Longevity6 years trading (max 15) · 6/15
Filing complianceAll filings up to date · 15/15
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1200Avocet Wealth Partnership Ltd
56
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.

Liquidity2/20 pts

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

Longevity6/15 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

£109k

Balance sheet strength

Cash

£14k

Cash in the bank

Net Current Assets

-£105k

Working capital

Current Assets

£86k

Current Liabilities

£192k

Fixed Assets

£599k

Debtors

£72k

Profit After Tax

£72k

8avg. employees+1

Tax at Year End

Corp tax£34k
Dividends paid£31k

Balance Sheet

Intangible assets£573k
Bank loans & overdrafts£87k
Assets less current liabilities£494k
Prepared with PTP Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20250.45+£41k
20240.30-£24k
20230.40-£12k
20220.69—

Derived from filed accounts. Not audited figures.