Filing status
- Accounts due
- 31 March 2027
- Last accounts
- 30 June 2025
- Conf. stmt due
- 30 April 2027
- Last conf. stmt
- 16 April 2026
Bowmore Financial Planning Limited
- Incorporated
- 6 May 1982 (44 years)
- Previously known as
- The Citimark Partnership Limited (until 9 June 2020)Citimark Financial Services Limited (until 15 September 1995)David Trodd Financial Services Limited (until 4 June 1990)Earlier: D.B. Trodd Financial Services Limited
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Alison Maria O'Neill
- Owned by
- Mark Wayne Incledon
- Accounts type
- Small
- Region
- South West
- Address
- Suite 5 Farleigh House FarleighCourt Old Weston RoadFlax BourtonBS48 1UR
Charges
- Total
- 6
- Outstanding
- 1
- Part satisfied
- 0
- Satisfied
- 5
Officers 6 active
Officer details are public data from the Companies House register.
Director · Appointed 30 January 2025
British
Born April 1963 (63)
Director · Appointed 30 January 2025
British
Born January 1974 (52)
O'Neill, Alison Maria
Director · Appointed 1 February 2018
British
Born October 1971 (55)
Director · Appointed 21 September 2015
British
Born October 1965 (61)
Secretary
British
Director
British
Born September 1956 (70)
Officer history (4 former)
30 January 2025
30 January 2025
30 September 2020
1 February 2018
Appointed O'Neill, Alison Maria as Director
4 December 2015
21 September 2015
1 February 2015
12 November 2014
26 April 2004
Resigned Scobie, Paul Curtis as Director
15 July 2002
1 September 1997
Appointed Scobie, Paul Curtis as Director
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
British
Born September 1956 (70)
Holdings 2
Companies where Bowmore Financial Planning Limited is registered as a person with significant control
Owns 75–100% of shares
Active
Owns 75–100% of shares
Active
Financials
Balance sheet as at 30 June 2025 · small accounts
- Net Assets
- £1,367,711
- Cash
- £488,705
- Profit Before Tax
- (£181,464)
- Debt Ratio
- 48%
- Current Ratio
- 1.4x
- Return on Equity
- -18%
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2019 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £867,749 | £1,264,470 | £530,586 | £669,316 | £507,563 | £348,609 |
| Current Assets | £1,766,063 | £1,868,997 | £2,238,797 | £1,951,286 | £1,789,450 | £632,556 |
| Debtors | £1,277,358 | £1,265,882 | £543,339 | |||
| Cash | £488,705 | £516,575 | £950,697 | £635,502 | £523,568 | £89,217 |
| Creditors (< 1 year) | £1,250,600 | £1,490,139 | £1,176,799 | £1,374,459 | £1,326,701 | £507,057 |
| Creditors (> 1 year) | £7,344 | £29,351 | £51,349 | £73,333 | £110,000 | £483 |
| Net Current Assets | £515,463 | £378,858 | £1,061,998 | £576,827 | £462,749 | £125,499 |
| Net Assets | £1,367,711 | £1,612,157 | £1,539,330 | £1,170,968 | £858,904 | £470,946 |
| Shareholder Funds | £1,367,711 | £470,946 |
Filings 172
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 19 April 2026 | Confirmation statement with no updates | 16 April 2026 | ||
| 23 December 2025 | Accounts for a small company | 30 June 2025 | ||
| 17 April 2025 | Confirmation statement with no updates | 16 April 2025 | ||
| 31 January 2025 | Appointment of a director | |||
| 31 January 2025 | Appointment of a director |
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