“Pensions and Retirement Planning in Birmingham : Independent Financial Advisers (IFAs) covering all Individual and Business Financial Advice :: Wealth Management, Investments, Savings, Protection, Business Advice, Tax Planning, Later Life, Care Fee funding, Pensions, Annuities and Income Drawdown”
Officer details are public data from the Companies House register.
People and entities with significant control, from the Companies House PSC register
Balance sheet as at 31 August 2025 · micro entity accounts
No shareholder funds figure read from accounts after 2024.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £0 | £350 | £778 | £1,206 | £1,635 | £1,161 | |
| Current Assets | £81,609 | £91,122 | £101,773 | £99,161 | £87,786 | £50,922 | |
| Creditors (< 1 year) | £3,819 | £5,807 | £5,769 | £8,043 | £10,392 | £3,408 | |
| Net Current Assets | £91,118 | £77,394 | £61,994 | ||||
| Net Assets | £88,874 | £75,579 | £59,705 | ||||
| Shareholder Funds | £74,449 | £79,561 | £91,333 | £88,874 | £75,579 | £59,705 |
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 7 September 2026 | Appointment of a director | |||
| 2 September 2026 | Registered office address changed |
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