Website & contact details
- Website
HB Dobbin Financial Planning Limited
- Incorporated
- 22 December 1998 (27 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Julia Anne CopelandMichael John Broom
- Owned by
- Julia Anne CopelandMichael John Broom
- Accounts type
- Micro entity
- Region
- South East
- Address
- 1st Floor3 Concorde ParkConcorde RoadMaidenheadSL6 4BY
Filing status
- Accounts due
- 31 December 2027
- Last accounts
- 31 March 2026
- Conf. stmt due
- 21 December 2026
- Last conf. stmt
- 7 December 2025
Charges
- Total
- 1
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 1
Officers 3 active
Officer details are public data from the Companies House register.
Copeland, Julia Anne
Secretary · Appointed 6 November 2019
Copeland, Julia Anne
Director · Appointed 1 April 2018
British
Born July 1978 (48)
Broom, Michael John
Director · Appointed 1 April 2008
British
Born September 1975 (51)
Officer history (6 former)
6 November 2019
Appointed Copeland, Julia Anne as Secretary
6 November 2019
Resigned Masterman-Smith, Fiona as Director
6 November 2019
Resigned Broom, John Anthony as Director
6 November 2019
Resigned Broom, John Anthony as Secretary
1 April 2018
Appointed Copeland, Julia Anne as Director
1 April 2008
Appointed Broom, Michael John as Director
24 June 2004
2 July 2002
22 December 1998
22 December 1998
Appointed Broom, John Anthony as Secretary
22 December 1998
22 December 1998
Appointed Broom, John Anthony as Director
22 December 1998
22 December 1998
Appointed Masterman-Smith, Fiona as Director
22 December 1998
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
Julia Anne Copeland
Individual · Notified 6 November 2019
Owns 25–50% of shares
British
Born July 1978 (48)
Michael John Broom
Individual · Notified 6 November 2019
Owns 25–50% of shares
British
Born September 1975 (51)
Former controllers (2)
6 November 2019
Ceased John Anthony Broom — Owns 25–50% of shares
6 November 2019
Ceased Fiona Masterman-Smith — Owns 25–50% of shares
Financials
Balance sheet as at 31 March 2026 · micro entity accounts
- Employees
- 3
- Current Ratio
- 3.1x
Trend
Shareholder Funds
Balance sheet detail
| 2026 | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| Fixed Assets | £0 | £1,493 | |||
| Current Assets | £156,371 | £169,186 | £187,655 | £154,176 | £164,348 |
| Creditors (< 1 year) | £50,600 | £43,535 | £55,999 | £36,456 | £39,810 |
| Net Current Assets | £105,771 | £125,651 | £131,656 | £117,720 | £128,187 |
| Net Assets | £129,680 | ||||
| Shareholder Funds | £105,771 | £125,651 | £131,656 | £117,720 | £129,680 |
What Hb Dobbin Financial Planning say about themselves
“HB Dobbin is a firm driven by vision and success. Experienced support from a team of intelligent and switched-on financial advisers.”
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 9 December 2025 | Confirmation statement with no updates | 7 December 2025 | 3 | |
| 9 June 2025 | Micro company accounts | 31 March 2025 | ||
| 10 December 2024 | Confirmation statement with updates | 7 December 2024 | 4 | |
| 17 June 2024 | Micro company accounts | 31 March 2024 | ||
| 12 December 2023 | Confirmation statement with no updates | 7 December 2023 | 3 |
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