Website & contact details
- Group website
- The site of this company’s group or brand.
Trillium Financial Planning Ltd.
- Incorporated
- 12 February 2001 (25 years)
- Industry
- Activities of insurance agents and brokers (66220)
- Accounts type
- Total exemption full
- Region
- East of England
- Address
- 7A Alkmaar WayNorwichNR6 6BF
Filing status
- Accounts due
- 29 May 2027
- Last accounts
- 31 August 2025
- Conf. stmt due
- 26 February 2027
- Last conf. stmt
- 12 February 2026
Charges
- Total
- 1
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 1
Officers 2 active
Officer details are public data from the Companies House register.
Director · Appointed 31 October 2022
British
Born August 1970 (56)
Director · Appointed 31 October 2022
British
Born July 1972 (54)
Officer history (5 former)
21 March 2023
Resigned Stannard, Diane as Secretary
31 October 2022
31 October 2022
31 October 2022
23 October 2007
Appointed Stannard, Diane as Secretary
23 October 2007
1 April 2006
1 April 2006
Resigned Taylor, Fiona as Secretary
12 February 2001
12 February 2001
12 February 2001
Appointed Taylor, Fiona as Secretary
12 February 2001
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 31 October 2022
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company
Reg. no. 05054886
Former controllers (1)
31 October 2022
Group structure 12 companies
Ownership group derived from the Companies House PSC register
Adms Asset Management Limited Owns 75–100% of shares
Asset Investment Management Ltd. Owns 75–100% of shares
Buxton Beresford Financial Planning Ltd Owns 75–100% of shares
D B Financial Management Limited Owns 75–100% of shares
DRC Associates Limited Owns 75–100% of shares
Eastern Financial Consultants Ltd Owns 75–100% of shares
Ifa Financial Services (UK) Ltd. Owns 75–100% of shares
Insight Health Solutions Ltd Owns 25–50% of shares
Insight Prime Ltd Owns 75–100% of shares
Insight Wealth Limited Owns 75–100% of shares
Trillium Financial Planning Ltd. This company Owns 75–100% of shares
Financials
Figures from 2024 accounts. Newer accounts, made up to 31 August 2025, are filed but not read yet. See them on Companies House
- Net Assets
- £42,754
- Cash
- £26,498
- Profit
- £87,893
- Debt Ratio
- 49%
- Current Ratio
- 2.0x
- Return on Equity
- 206%
Trend
Net Assets
Balance sheet detail
| 2024 | 2023 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £0 | £928 | £45,038 | £95,399 | £110,273 | £127,807 |
| Current Assets | £83,755 | £65,111 | £40,869 | £72,187 | £118,677 | £67,832 |
| Debtors | £57,257 | £47,217 | £357 | £12,256 | £16,398 | £15,061 |
| Cash | £26,498 | £17,894 | £40,512 | £59,931 | £102,279 | £52,771 |
| Creditors (< 1 year) | £41,001 | £45,946 | £59,503 | £37,681 | £83,645 | £18,003 |
| Creditors (> 1 year) | £0 | £42,599 | £95,661 | £112,345 | ||
| Net Current Assets | £42,754 | £19,165 | (£18,634) | £34,506 | £35,032 | £49,829 |
| Net Assets | £42,754 | £19,861 | £17,847 | £69,180 | £28,692 | £41,082 |
| Shareholder Funds | £42,754 | £19,861 | £69,180 | £28,692 | £41,082 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 27 August 2026 | Other filing | |||
| 27 August 2026 | Other filing | |||
| 27 August 2026 | Accounts filing | |||
| 21 August 2026 | Total exemption full accounts | 31 August 2025 | ||
| 22 May 2026 | Previous accounting period shortened |
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