Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 28 September 2027
- Last conf. stmt
- 14 September 2026
Yates Financial Planning Ltd
- Incorporated
- 20 October 1998 (28 years)
- Industry
- Other activities auxiliary to insurance and pension funding (66290)
- Directors
- Joanne Melanie Williamson
- Owned by
- David Simon Williamson
- Accounts type
- Total exemption full
- Region
- North West
- Address
- 36 Oulton AvenueSaleM33 2WA
Officers 3 active
Officer details are public data from the Companies House register.
Williamson, Joanne Melanie
Director · Appointed 1 December 2023
British
Born November 1970
Williamson, David Simon
Secretary · Appointed 13 September 2016
British
Born November 1966
Officer history (8 former)
1 December 2023
Appointed Williamson, Joanne Melanie as Director
13 September 2016
13 September 2016
Appointed Williamson, David Simon as Secretary
13 September 2016
Resigned Podolanski, Joanne as Director
13 September 2016
Resigned Slater, Jill as Secretary
9 May 2012
9 May 2012
Appointed Slater, Jill as Secretary
19 October 2001
19 October 2001
19 October 2001
1 April 1999
4 November 1998
4 November 1998
4 November 1998
Appointed Podolanski, Joanne as Director
4 November 1998
4 November 1998
4 November 1998
20 October 1998
20 October 1998
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Individual · Notified 13 September 2016
Owns 75–100% of shares (as a firm)
Holds 75–100% of voting rights (as a firm)
Right to appoint and remove directors
Has significant influence or control
British
Born November 1966
Financials
Balance sheet as at 31 December 2025 · total exemption full accounts
- Net Assets
- £39,530
- Cash
- £56,007
- Employees
- 2
- Debt Ratio
- 32%
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £1,518 | £1,430 | £1,342 | £1,634 | £1,552 | £1,171 | £817 |
| Current Assets | £56,903 | £44,427 | £36,156 | ||||
| Debtors | £896 | £902 | |||||
| Cash | £56,007 | £43,525 | £36,156 | £46,326 | £45,953 | £36,318 | £52,174 |
| Creditors (< 1 year) | £13,612 | £13,375 | £10,877 | £11,704 | |||
| Net Current Assets | £38,012 | £27,000 | £21,924 | £32,714 | £32,578 | £25,441 | £40,470 |
| Net Assets | £39,530 | £28,430 | £23,266 | ||||
| Shareholder Funds | £34,348 | £34,130 | £26,612 | £41,287 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 16 September 2026 | Confirmation statement with no updates | 14 September 2026 | ||
| 9 February 2026 | Total exemption full accounts | 31 December 2025 | ||
| 15 September 2025 | Confirmation statement with no updates | 14 September 2025 | ||
| 13 February 2025 | Total exemption full accounts | 31 December 2024 | ||
| 2 January 2025 | Registered office address changed |
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