What Chesterton House Financial Planning say about themselves
“Bespoke, Values Based Financial Planning focused on life goals, retirement and family needs. Trusted advisers across Leicester, Nottingham and Derby.”
Chesterton House Financial Planning Ltd
- Incorporated
- 1 April 1987 (39 years)
- Previously known as
- Chesterton House Financial Services Ltd. (until 1 October 2007)Tamadale Limited (until 3 April 1991)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Rachel BurrowsDawn Louise HubbardJonathan Nicholas Potter
- Owned by
- Accounts type
- Total exemption full
- Region
- East Midlands
- Address
- 3 Rectory PlaceLoughboroughLE11 1UW
Website & contact details
- Website
Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 31 March 2025
- Conf. stmt due
- 30 June 2027
- Last conf. stmt
- 16 June 2026
Charges
- Total
- 3
- Outstanding
- 2
- Part satisfied
- 0
- Satisfied
- 1
Officers 6 active
Officer details are public data from the Companies House register.
Burrows, Rachel
Director · Appointed 1 July 2024
British
Born December 1977 (48)
Hubbard, Dawn Louise
Director · Appointed 1 July 2024
British
Born May 1973 (53)
Potter, Jonathan Nicholas
Director · Appointed 1 July 2024
British
Born August 1971 (55)
British
Born September 1967 (59)
British
Born October 1968 (58)
Director
British
Born June 1958 (68)
Officer history (7 former)
30 November 2025
Resigned Jervis, Susan Jennifer as Secretary
1 July 2024
Appointed Hubbard, Dawn Louise as Director
1 July 2024
Appointed Potter, Jonathan Nicholas as Director
1 July 2024
1 July 2024
Appointed Burrows, Rachel as Director
13 January 2014
1 July 2010
30 April 2002
Resigned Crawford, Colston as Director
1 June 2000
2 February 1998
Resigned Holme, Carole as Director
29 January 1996
Appointed Crawford, Colston as Director
29 January 1996
Appointed Holme, Carole as Director
6 October 1995
Appointed Jervis, Susan Jennifer as Secretary
6 October 1995
6 October 1995
13 April 1995
13 April 1995
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 4 August 2023
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Company Limited By Shares
Reg. no. 14431736
Former controllers (2)
4 August 2023
4 August 2023
Group structure 3 companies
Ownership group derived from the Companies House PSC register
Chesterton House Financial Planning Ltd This company Owns 75–100% of shares
Woodgate Financial Planning Ltd Owns 75–100% of shares
Financials
Balance sheet as at 31 March 2025 · total exemption full accounts
- Net Assets
- £842,741
- Cash
- £706,613
- Employees
- 48
- Debt Ratio
- 43%
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|
| Fixed Assets | £56,232 | £133,976 | £76,270 | £49,015 | £49,421 |
| Current Assets | £1,419,419 | £1,173,045 | £1,513,765 | £1,290,865 | £1,087,619 |
| Debtors | £712,806 | £776,742 | £925,859 | £705,423 | £699,500 |
| Cash | £706,613 | £396,303 | £587,906 | £585,442 | £388,119 |
| Creditors (< 1 year) | £400,959 | £309,682 | £280,675 | £257,070 | |
| Creditors (> 1 year) | £145,115 | £210,175 | |||
| Net Current Assets | £945,371 | £772,086 | £1,204,083 | £1,010,190 | £830,549 |
| Net Assets | £842,741 | £680,088 | £1,266,045 | £1,049,815 | £870,580 |
| Shareholder Funds | £680,088 | £1,266,045 | £1,049,815 | £870,580 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 30 June 2026 | Confirmation statement with updates | 16 June 2026 | ||
| 26 June 2026 | Change of details for a person with significant control | |||
| 26 June 2026 | Director's details changed | |||
| 24 June 2026 | Registered office address changed | |||
| 23 June 2026 | Director's details changed |
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