Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 31 March 2025
- Conf. stmt due
- 9 September 2027
- Last conf. stmt
- 26 August 2026
PM&M Financial Planning Ltd
- Incorporated
- 4 September 1998 (28 years)
- Previously known as
- Pm+m Wealth Management Ltd (until 30 September 2021)PM&M Wealth Management Ltd (until 21 February 2008)PM & M Financial Services Ltd (until 28 December 2006)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Samantha Jay WhittleTara Maynard
- Owned by
- Accounts type
- Total exemption full
- Region
- North West
- Address
- New Century House Greenbank Technology ParkChallenge WayBlackburnBB1 5QB
Charges
- Total
- 1
- Outstanding
- 1
- Part satisfied
- 0
- Satisfied
- 0
Officers 4 active
Officer details are public data from the Companies House register.
Whittle, Samantha Jay
Director · Appointed 29 April 2025
British
Born December 1990 (35)
Maynard, Tara
Director · Appointed 5 July 2023
British
Born August 1985 (41)
British
Born September 1982 (44)
Director · Appointed 1 July 2014
British
Born April 1972 (54)
Officer history (14 former)
29 April 2025
Appointed Whittle, Samantha Jay as Director
5 October 2023
5 October 2023
5 July 2023
Appointed Maynard, Tara as Director
5 January 2023
12 July 2021
30 October 2019
30 April 2018
30 April 2016
22 May 2015
27 April 2015
1 July 2014
30 April 2014
31 December 2012
1 March 2012
1 March 2012
1 March 2012
30 June 2010
30 April 2010
11 June 2009
24 April 2009
30 September 2004
30 April 2003
20 July 2001
1 November 1998
4 September 1998
4 September 1998
4 September 1998
4 September 1998
4 September 1998
4 September 1998
4 September 1998
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 6 April 2016
Owns 75–100% of shares
Holds 75–100% of voting rights
Private Company Limited By Shares
Reg. no. 07976204
Group structure 11 companies
Ownership group derived from the Companies House PSC register
PM&M Corporate Finance Limited Owns 75–100% of shares
PM&M Financial Planning Ltd This company Owns 75–100% of shares
PM&M Mortgages Ltd Owns 75–100% of shares
Pm+m Ltd Owns 75–100% of shares
PMM Advisory Limited Owns 75–100% of shares
PMM Audit Limited Owns 75–100% of shares
PMM Corporate Finance Limited Owns 75–100% of shares
PMM Financial Planning Limited Owns 75–100% of shares
PMM Mortgages Limited Owns 75–100% of shares
Financials
Balance sheet as at 31 March 2025 · total exemption full accounts
- Cash
- £1,319,586
- Current Ratio
- 3.7x
Trend
Shareholder Funds
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Current Assets | £1,437,443 | £1,118,827 | £923,597 | £698,328 | £364,377 | £332,835 |
| Debtors | £117,857 | £91,025 | £145,615 | £39,512 | £33,307 | £56,314 |
| Cash | £1,319,586 | £1,027,802 | £777,982 | £658,816 | £331,070 | £276,521 |
| Creditors (< 1 year) | £391,134 | £286,625 | £221,223 | £213,437 | £123,913 | £84,365 |
| Net Current Assets | £1,046,309 | £832,202 | £702,374 | £484,891 | £240,464 | £248,470 |
| Shareholder Funds | £1,046,309 | £832,202 | £702,374 | £484,891 | £240,464 | £248,470 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 1 September 2026 | Confirmation statement with updates | 26 August 2026 | ||
| 18 December 2025 | Total exemption full accounts | 31 March 2025 | ||
| 2 September 2025 | Confirmation statement with no updates | 26 August 2025 | ||
| 29 April 2025 | Appointment of a director | |||
| 19 December 2024 | Total exemption full accounts | 31 March 2024 |
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