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Avocet Wealth Partnership Ltd

13074485

active
Private Limited Company
england wales
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Going concern doubt noted in accounts (-10)

Details

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

Compliance

Last accounts

31/03/2025

total exemption full

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 15/11/2025

Due 29/11/2026

On track

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 49

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 49

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 1138+ SIC 66290 peers
52

Financial strength82th percentile among SIC peers · 21/25
Employees94th percentile among SIC peers · 14/15
LiquidityCurrent ratio 0.56× · 6/20
Longevity6 years trading (max 15) · 6/15
Filing complianceAll filings up to date · 15/15
Going concern doubt -10
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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.

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.

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.

Risk deductions

Going concern doubt: -10 pts

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Going Concern Doubt

the UK and Republic of Ireland” including the provisions of Section 1A “Small Entities” and the Companies Act 2006. The financial statements have been prepared under the historic cost convention. Going concern In preparing these financial statements, the directors have assessed whether there are any material uncertainties related to events or conditions that cast significant doubt upon the company

Key FinancialsYear ending 31/03/2026

Net Worth

£141k

Balance sheet strength

Cash

£10k

Cash in the bank

Net Current Assets

-£73k

Working capital

Current Assets

£93k

Current Liabilities

£166k

Fixed Assets

£566k

Debtors

£83k

8avg. employees

Tax at Year End(2025)

Corp tax£34k
Dividends paid£31k

Balance Sheet

Intangible assets£541k
Assets less current liabilities£493k
Signed by Mr W Roper,Prepared with IRIS Elements Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20260.56+£32k
20250.45+£41k
20240.30-£24k
20230.40—

Derived from filed accounts. Not audited figures.