Filing status
- Accounts due
- 30 June 2027
- Last accounts
- 30 September 2025
- Conf. stmt due
- 5 September 2027
- Last conf. stmt
- 22 August 2026
Personal Financial Planning Limited
- Incorporated
- 6 September 1999 (27 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Owned by
- Personal Financial Planning UK Limited
- Accounts type
- Total exemption full
- Region
- North West
- Address
- Unit 6WhitesideStation RoadHolmes ChapelCW4 8AA
Charges
- Total
- 1
- Outstanding
- 1
- Part satisfied
- 0
- Satisfied
- 0
Officers 1 active
Officer details are public data from the Companies House register.
Director · Appointed 17 January 2000
British
Born February 1972 (54)
Officer history (2 former)
2 July 2026
Resigned Young, Lesley as Secretary
28 September 2006
17 January 2000
6 September 1999
6 September 1999
Appointed Young, Lesley as Secretary
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Personal Financial Planning UK Limited
Corporate entity · Notified 6 April 2016
Owns 75–100% of shares (as a firm)
Holds 75–100% of voting rights (as a firm)
Parent Company
Reg. no. 05935719
Financials
Balance sheet as at 30 September 2025 · total exemption full accounts
- Net Assets
- £171,231
- Cash
- £442,532
- Employees
- 37
- Debt Ratio
- 80%
- Current Ratio
- 1.2x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £20,775 | £25,361 | £25,219 | £23,284 | £26,190 | £34,735 |
| Current Assets | £842,292 | £896,809 | £597,169 | £666,844 | £692,317 | £596,226 |
| Debtors | £399,760 | £419,032 | £367,217 | £377,878 | £405,176 | £357,289 |
| Cash | £442,532 | £477,777 | £229,952 | £288,966 | £287,141 | £238,937 |
| Creditors (< 1 year) | £686,643 | £746,269 | £479,753 | £550,589 | £538,324 | £499,878 |
| Net Current Assets | £155,649 | £150,540 | £117,416 | £116,255 | £153,993 | £96,348 |
| Net Assets | £171,231 | £169,561 | £136,331 | £135,115 | £175,207 | £124,483 |
| Shareholder Funds | £171,231 | £169,561 | £136,331 | £135,115 | £175,207 | £124,483 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 1 September 2026 | Confirmation statement with updates | 22 August 2026 | ||
| 10 August 2026 | Termination of appointment of a secretary | |||
| 25 November 2025 | Total exemption full accounts | 30 September 2025 | ||
| 2 September 2025 | Confirmation statement with updates | 22 August 2025 | ||
| 12 December 2024 | Total exemption full accounts | 30 September 2024 |
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