Website & contact details
- Website
Officer details are public data from the Companies House register.
People and entities with significant control, from the Companies House PSC register
Figures from 2024 accounts. Newer accounts, made up to 30 November 2025, are filed but not read yet. See them on Companies House
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £73,299 | £97,955 | £128,862 | £154,537 | £136,704 | £153,515 |
| Current Assets | £267,896 | £277,010 | £264,814 | £283,125 | £185,272 | £183,473 |
| Debtors | £151,721 | £158,223 | £152,678 | £129,418 | £121,502 | £87,731 |
| Cash | £116,175 | £118,787 | £112,136 | £153,707 | £63,770 | £95,742 |
| Creditors (< 1 year) | £62,841 | £75,871 | £89,816 | £109,713 | £105,713 | £123,617 |
| Creditors (> 1 year) | £13,273 | £22,500 | £32,500 | £70,442 | £29,792 | £57,292 |
| Net Current Assets | £205,055 | £201,139 | £174,998 | £173,412 | £79,559 | £59,856 |
| Net Assets | £264,680 | £276,193 | £270,959 | £257,106 | £186,070 | £155,578 |
| Shareholder Funds | £264,680 | £276,193 | £270,959 | £257,106 | £186,070 | £155,578 |
“One of the oldest firms of independent financial planners in Liverpool. We are available for a free meeting. Call us on 0151 236 8888”
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 21 August 2026 | Total exemption full accounts | 30 November 2025 | ||
| 12 May 2026 | Confirmation statement with updates | 12 May 2026 | ||
| 29 April 2026 | Register inspection address has been changed | |||
| 22 August 2025 | Total exemption full accounts | 30 November 2024 | ||
| 23 May 2025 | Confirmation statement with no updates | 12 May 2025 |
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