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Officer details are public data from the Companies House register.
People and entities with significant control, from the Companies House PSC register
Ownership group derived from the Companies House PSC register
Balance sheet as at 31 December 2025 · total exemption full accounts
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £58,765 | £9,916 | £14,573 | £20,253 | £26,468 | £10,322 | £16,525 |
| Current Assets | £447,205 | £329,846 | £310,697 | £365,796 | £468,281 | £771,569 | £1,943,381 |
| Debtors | £55,050 | £77,080 | £78,507 | £98,767 | £166,221 | ||
| Cash | £283,022 | £275,145 | £255,647 | £288,716 | £389,774 | £672,802 | £1,775,167 |
| Creditors (< 1 year) | £249,769 | £147,367 | £184,406 | £114,912 | £171,084 | £428,386 | £312,292 |
| Net Current Assets | £197,436 | £182,479 | £126,291 | £250,884 | £297,197 | £343,183 | £1,631,089 |
| Net Assets | £249,867 | £192,395 | |||||
| Shareholder Funds | £140,864 | £271,137 | £323,665 | £353,505 | £1,647,614 |
“Chartered financial planners with offices in Dedham and Brentwood, helping families and business owners across Essex and Suffolk plan with confidence.”
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 16 April 2026 | Total exemption full accounts | 31 December 2025 | ||
| 30 March 2026 | Registration of a charge | |||
| 30 March 2026 | Satisfaction of a charge in full | |||
| 6 October 2025 | Confirmation statement with no updates | 30 September 2025 | ||
| 23 April 2025 | Total exemption full accounts | 31 December 2024 |
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