Yellowtail Financial Planning Limited

Active04749438 Private limited company
Incorporated
30 April 2003 (23 years)
Industry
Financial intermediation not elsewhere classified (64999)
Activities of insurance agents and brokers (66220)
Other activities auxiliary to insurance and pension funding (66290)
Directors
Sarah Steele
Owned by
Dennis Guy Hall
Akiko Otomo
Accounts type
Total exemption full
Region
South West
Address
Ground Floor
11-15 Dix's Field
Exeter
EX1 1QA

Filing status

Accounts due
31 December 2026
Last accounts
31 March 2025
Conf. stmt due
14 May 2027
Last conf. stmt
30 April 2026

Officers 3 active

Officer details are public data from the Companies House register.

Steele, Sarah
Director · Appointed 1 January 2024
British
Born June 1974 (52)
Otomo, Akiko
Secretary · Appointed 8 January 2014
Director · Appointed 30 April 2003
Also at Yellowtail Publishing Limited (proposed for strike-off)
British
Born July 1959 (67)
Officer history (5 former)
1 January 2024
Appointed Steele, Sarah as Director
8 January 2014
Resigned Hall, Dennis as Secretary
8 January 2014
Appointed Otomo, Akiko as Secretary
1 April 2009
Resigned Harris, John as Secretary
1 April 2009
Appointed Hall, Dennis as Secretary
23 January 2006
Appointed Harris, John as Secretary
23 January 2006
Resigned Otomo, Akiko as Secretary
30 April 2003
Appointed Hall, Dennis Guy as Director
30 April 2003
Appointed At Secretaries Limited as Corporate Nominee Secretary
30 April 2003
Resigned At Secretaries Limited as Corporate Nominee Secretary
30 April 2003
Appointed At Directors Limited as Corporate Nominee Director
30 April 2003
Resigned At Directors Limited as Corporate Nominee Director
30 April 2003
Appointed Otomo, Akiko as Secretary

Ownership 2 active

People and entities with significant control, from the Companies House PSC register

Individual · Notified 6 April 2016
Owns 50–75% of shares
Holds 50–75% of voting rights
British
Born July 1959 (67)
Akiko Otomo
Individual · Notified 6 April 2016
Owns 25–50% of shares
Holds 25–50% of voting rights
Japanese
Born November 1970

Financials

Balance sheet as at 31 March 2025 · total exemption full accounts

Net Assets
£333,669
Cash
£135,485
Employees
6
Debt Ratio
23%
Current Ratio
4.2x

Trend

Net Assets
£0 £200k £400k 2020 2021 2022 2024 2025 £220,855 £256,915 £307,454 £330,756 £333,669
Balance sheet detail
202520242023202220212020
Fixed Assets£30,475£33,703£52,337£61,482£22,153
Current Assets£404,160£404,433£414,656£335,995£270,233
Debtors£268,675£298,525£263,702£236,969£228,311
Cash£135,485£105,908£150,954£99,026£41,922
Creditors (< 1 year)£95,176£100,974£147,299£146,455£129,003£67,472
Net Current Assets£308,984£303,459£268,201£206,992£202,761
Net Assets£333,669£330,756£307,454£256,915£220,855
Shareholder Funds£333,669£330,756£307,454£256,915£220,855

Filings

Recent filings only. See the full history on Companies House

DateDescriptionMade Up ToPagesPDF
13 May 2026Confirmation statement with no updates30 April 2026
22 December 2025Total exemption full accounts31 March 2025
30 April 2025Confirmation statement with no updates30 April 2025
14 November 2024Total exemption full accounts31 March 2024
20 May 2024Notification of a person with significant control
Show all recent filings

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