Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 31 March 2025
- Conf. stmt due
- 23 July 2027
- Last conf. stmt
- 9 July 2026
Self Financial Planners Limited
- Incorporated
- 10 October 1977 (49 years)
- Previously known as
- Roger Self Limited (until 16 November 2006)Roger Self Life & Pension Brokers Limited (until 2 June 1987)
- Industry
- Activities auxiliary to financial intermediation n.e.c. (66190) Other activities auxiliary to insurance and pension funding (66290)
- Directors
- William Roger James Self
- Owned by
- William Roger James Self
- Accounts type
- Total exemption full
- Region
- West Midlands
- Address
- 48 Cygnet CourtTimothy's Bridge RoadStratford-Upon-AvonCV37 9NW
Officers 3 active
Officer details are public data from the Companies House register.
Mcleod, Lesley Ann
Secretary · Appointed 3 January 2023
Director · Appointed 4 July 2022
British
Born May 1955 (71)
Self, William Roger James
Director · Appointed 3 March 2000
British
Born February 1969 (57)
Officer history (12 former)
3 January 2023
Resigned Matts, Victor Geoffrey Flavel as Secretary
3 January 2023
Appointed Mcleod, Lesley Ann as Secretary
4 July 2022
17 November 2020
Appointed Matts, Victor Geoffrey Flavel as Secretary
11 November 2020
11 November 2020
Resigned Igoe, Louise Rebecca as Director
11 November 2020
25 October 2017
Appointed Igoe, Louise Rebecca as Director
12 September 2017
16 July 2010
29 June 2010
15 August 2008
31 March 2004
31 March 2004
31 March 2004
31 March 2004
31 March 2004
3 March 2000
Appointed Self, William Roger James as Director
3 March 2000
3 March 2000
Resigned Taylor, Michael Barns as Director
24 April 1999
Resigned Smith, Jennifer as Director
18 December 1998
Resigned Self, Hilary as Director
13 April 1993
Appointed Smith, Jennifer as Director
1 August 1991
Appointed Self, Hilary as Director
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
William Roger James Self
Individual · Notified 6 April 2016
Owns 75–100% of shares
British
Born February 1969 (57)
Former controllers (1)
11 November 2020
Ceased LRS (Elm Court) Limited — Owns 25–50% of shares
Financials
Balance sheet as at 31 March 2025 · total exemption full accounts
- Cash
- £632,279
- Profit
- £446,095
- Current Ratio
- 3.6x
- Return on Equity
- 95%
Trend
Shareholder Funds
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| Fixed Assets | £7,413 | £8,560 | £8,553 | £7,023 |
| Current Assets | £642,217 | £714,760 | £537,967 | £362,809 |
| Debtors | £9,938 | £11,328 | £16,123 | £15,949 |
| Cash | £632,279 | £703,432 | £521,844 | £346,860 |
| Creditors (< 1 year) | £179,281 | £111,186 | £123,588 | £137,124 |
| Net Current Assets | £462,936 | £603,574 | £414,379 | £225,685 |
| Shareholder Funds | £470,349 | £612,134 | £422,932 | £232,708 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 21 July 2026 | Confirmation statement with no updates | 9 July 2026 | ||
| 20 July 2026 | Change of details for a person with significant control | |||
| 22 October 2025 | Total exemption full accounts | 31 March 2025 | ||
| 4 September 2025 | Registered office address changed | |||
| 4 September 2025 | Registered office address changed |
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