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Officer details are public data from the Companies House register.
People and entities with significant control, from the Companies House PSC register
Balance sheet as at 31 December 2025 · total exemption full accounts
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £462,010 | £16,339 | £19,337 | £23,869 | £26,873 | £28,199 | £31,086 |
| Current Assets | £513,051 | £620,879 | £292,339 | £408,707 | £501,519 | £472,781 | £319,823 |
| Debtors | £51,607 | £176,069 | £274,410 | £320,158 | £327,349 | £440,690 | £249,442 |
| Cash | £461,444 | £444,810 | £17,929 | £13,549 | £95,014 | £29,071 | £67,424 |
| Creditors (< 1 year) | £304,875 | £162,399 | £87,452 | £172,589 | £162,932 | £162,269 | £155,193 |
| Creditors (> 1 year) | £0 | £15,080 | £25,040 | £37,084 | £45,833 | ||
| Net Current Assets | £208,176 | £458,480 | £204,887 | £236,118 | £338,587 | £310,512 | £164,630 |
| Net Assets | £666,267 | £470,761 | £204,460 | £230,442 | £323,307 | £287,566 | £188,704 |
| Shareholder Funds | £666,267 | £470,761 | £204,460 | £230,442 | £323,307 | £287,566 | £188,704 |
“For over 30 years as professional independent financial planners, we’ve worked with many different clients, each with their own set of priorities and concerns, their own life and business goals and their own take on the things that really matter.”
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 17 June 2026 | Total exemption full accounts | 31 December 2025 | ||
| 19 December 2025 | Confirmation statement with updates | 3 December 2025 | ||
| 30 April 2025 | Total exemption full accounts | 31 December 2024 | ||
| 9 January 2025 | Confirmation statement with updates | 3 December 2024 | ||
| 7 August 2024 | Notification of a person with significant control |
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