What Sw Financial Planning say about themselves
“South West UK based Solicitors and Financial Advisers providing integrated services. Covering the South Hams, South Devon, West Devon & greater Dartmoor area.”
SW Financial Planning Limited
- Incorporated
- 7 November 1997 (29 years)
- Previously known as
- Swlaw Investment & Financial Planning Ltd (until 19 July 2023)PFS Asset Management Ltd (until 28 April 2011)Arrow Business Solutions Limited (until 18 December 2002)
- Industry
- Activities auxiliary to financial intermediation n.e.c. (66190)
- Owned by
- SW Law & FinanceEric John Cowsill
- Accounts type
- Micro entity
- Region
- South West
- Address
- Henlake HouseEndsleighIvybridgePL21 9JL
Website & contact details
- Website
Filing status
- Accounts due
- 31 March 2027
- Last accounts
- 30 June 2025
- Conf. stmt due
- 21 November 2026
- Last conf. stmt
- 7 November 2025
Officers 2 active
Officer details are public data from the Companies House register.
Director · Appointed 1 July 2019
Also at Swlaw Limited, SW Law & Finance Limited
British
Born January 1986 (40)
Director · Appointed 7 November 1997
English
Born March 1956 (70)
Officer history (5 former)
7 November 2024
1 July 2019
7 November 2011
15 June 2001
15 June 2001
Resigned Clargo, Yolanda Mariea as Director
27 February 1998
26 February 1998
Appointed Clargo, Yolanda Mariea as Director
7 November 1997
7 November 1997
7 November 1997
7 November 1997
7 November 1997
Ownership 3 active
People and entities with significant control, from the Companies House PSC register
Limited Company
Reg. no. 14687748
SW Law & Finance
Corporate entity · Notified 30 June 2023
Owns 75–100% of shares
Holds 75–100% of voting rights
Limited Company
British
Born March 1956 (70)
Group structure 4 companies
Ownership group derived from the Companies House PSC register
South Devon & Dartmoor Law Limited Owns 75–100% of shares
SW Financial Planning Limited This company Owns 75–100% of shares
Swlaw Limited Owns 75–100% of shares
Financials
Balance sheet as at 30 June 2025 · micro entity accounts
- Net Assets
- £159,998
- Employees
- 6
- Debt Ratio
- 58%
- Current Ratio
- 1.7x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £4,044 | £16,170 | £16,211 | £17,576 | £18,649 | £21,745 | £24,873 |
| Current Assets | £376,788 | £322,355 | £261,103 | £223,276 | £165,511 | £151,655 | £114,607 |
| Debtors | £152,883 | ||||||
| Cash | £7,628 | ||||||
| Creditors (< 1 year) | £220,834 | £208,647 | £152,241 | £116,679 | £59,762 | £70,286 | £62,481 |
| Net Current Assets | £155,954 | £113,708 | £114,959 | £111,903 | £110,825 | £86,149 | £55,808 |
| Net Assets | £159,998 | £129,878 | £128,588 | £125,849 | £125,973 | £107,894 | £80,681 |
| Shareholder Funds | £159,998 | £129,878 | £128,588 | £125,849 | £125,973 | £107,894 | £80,681 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 9 November 2026 | Registered office address changed |
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