SDB Strategic Planners Limited

Active01849083 Private limited company

What Sdb Strategic Planners say about themselves

“SDB Strategic Planners Limited is now part of Courtiers and a wholly owned subsidiary of Courtiers Group Holdings Limited. SDB Strategic Planners Limited has voluntarily agreed with the FCA to abstain from accepting new business, whilst the Courtiers Group consolidates recent acquisitions and…”

— from sdb.co.uk
Incorporated
18 September 1984 (42 years)
Industry
Activities of insurance agents and brokers (66220)
Accounts type
Full
Region
South East
Address
18 Hart Street
Henley-On-Thames
RG9 2AU

Filing status

Accounts due
31 December 2026
Last accounts
31 March 2025
Conf. stmt due
8 July 2027
Last conf. stmt
24 June 2026

Officers 2 active

Officer details are public data from the Companies House register.

Officer history (7 former)
11 March 2020
Appointed Shepperd, James Stewart as Director
11 March 2020
Resigned Bryant, Stuart David as Director
11 March 2020
Appointed Reynolds, Gary Derek as Director
11 March 2020
Resigned Bryant, Carolyn as Secretary
11 March 2020
Resigned Watt, Joanne Michele as Director
31 March 2008
Resigned Holdcroft, Philip Roger as Director
23 September 2003
Resigned Bryant, Carolyn as Director
9 September 2003
Appointed Bryant, Carolyn as Director
28 July 2003
Resigned Bryant, Carolyn as Director
25 June 2003
Resigned Lockett, Lindsay Paul as Director
14 March 2000
Appointed Watt, Joanne Michele as Director
1 August 1999
Appointed Lockett, Lindsay Paul as Director
1 September 1996
Appointed Holdcroft, Philip Roger as Director

Ownership 1 active

People and entities with significant control, from the Companies House PSC register

Corporate entity · Notified 11 March 2020
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company
Reg. no. 10408446
Former controllers (3)
11 March 2020
Ceased Joanne Michele Watt — Has significant influence or control
11 March 2020
Ceased Stuart David Bryant — Owns 25–50% of shares
11 March 2020
Ceased Carolyn Bryant — Owns 25–50% of shares

Group structure 9 companies

Ownership group derived from the Companies House PSC register

Courtiers Investment Services Limited Owns 75–100% of shares
Paragon Financial Planning Ltd Owns 75–100% of shares
SDB Strategic Planners Limited This company Owns 75–100% of shares
Snowdon Financial Limited Owns 75–100% of shares
The Davidson Group Limited Owns 75–100% of shares

Financials

Balance sheet as at 31 March 2025 · full accounts

Net Assets
£717,328
Cash
£24,978
Turnover
£57,626
Profit Before Tax
(£103,978)
Current Ratio
11.6x
Profit Margin
-180%
Return on Equity
-14%

Trend

Turnover
£0 £500k £1.0M 2020 2021 2025 £880,928 £447,768 £57,626
Balance sheet detail
202520212020
Fixed Assets£5,489£36,326
Current Assets£995,385£935,751£561,875
Cash£24,978£559,715£541,662
Creditors (< 1 year)£86,073£151,862£88,844
Net Current Assets£909,312£783,889£473,031
Net Assets£717,328£788,335£504,038
Shareholder Funds£717,328£788,335£504,038

Turnover£57,626£447,768£880,928
Gross Profit£57,626£447,768£880,928
Admin Expenses£4,436£97,376£574,039
Staff Costs£0£390,900
Operating Profit(£77,732)£350,392£306,889
Profit Before Tax(£103,978)£350,987£310,511
Tax£0£66,690£59,496
Profit for Period(£103,978)£284,297£251,015

Filings 116

DateDescriptionMade Up ToPagesPDF
29 June 2026Confirmation statement with no updates24 June 2026
31 March 2026Full accounts31 March 2025
26 June 2025Confirmation statement with no updates24 June 2025
3 January 2025Full accounts31 March 2024
26 June 2024Confirmation statement with no updates24 June 2024
Show all 116 filings

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