Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 31 March 2025
- Conf. stmt due
- 15 October 2027
- Last conf. stmt
- 1 October 2026
Paragon Financial Planning Ltd
- Incorporated
- 14 October 2003 (23 years)
- Previously known as
- Paragon Independent Financial Solutions Limited (until 25 April 2018)Paragon Financial Solutions Limited (until 11 November 2004)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- James Stewart Shepperd
- Owned by
- Accounts type
- Full
- Region
- South East
- Address
- 18 Hart StreetHenley-On-ThamesRG9 2AU
Officers 2 active
Officer details are public data from the Companies House register.
Director · Appointed 9 June 2021
British
Born May 1957 (69)
Shepperd, James Stewart
Director · Appointed 9 June 2021
British
Born February 1966 (60)
Officer history (5 former)
9 June 2021
9 June 2021
Appointed Shepperd, James Stewart as Director
9 June 2021
9 June 2021
Resigned Stanley, Margaret as Secretary
9 June 2021
1 March 2012
14 October 2003
14 October 2003
14 October 2003
14 October 2003
14 October 2003
Appointed Stanley, Margaret as Secretary
14 October 2003
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 9 June 2021
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company By Shares
Reg. no. 10408446
Former controllers (2)
9 June 2021
Ceased Barry Stanley — Owns 25–50% of shares
9 June 2021
Group structure 9 companies
Ownership group derived from the Companies House PSC register
Brunswick Investment Management Limited Owns 75–100% of shares
Courtiers Investment Services Limited Owns 75–100% of shares
Paragon Financial Planning Ltd This company Owns 75–100% of shares
SDB Strategic Planners Limited Owns 75–100% of shares
Snowdon Financial Limited Owns 75–100% of shares
The Davidson Group Limited Owns 75–100% of shares
Davidsons Independent Financial Advisers Limited Owns 75–100% of shares
Davidsons Portfolio Management Ltd Owns 75–100% of shares
Financials
Balance sheet as at 31 March 2025 · full accounts
- Net Assets
- £14,888
- Cash
- £14,135
- Turnover
- £241
- Profit Before Tax
- (£1,984)
- Employees
- 2
- Profit Margin
- -823%
- Return on Equity
- -13%
Trend
Net Assets
Balance sheet detail
| 2025 | 2021 | 2019 | |
|---|---|---|---|
| Fixed Assets | £547 | £834 | |
| Current Assets | £14,888 | £62,213 | £84,026 |
| Debtors | £61,674 | ||
| Cash | £14,135 | £22,352 | |
| Creditors (< 1 year) | £26,276 | £64,548 | |
| Creditors (> 1 year) | £20,000 | £0 | |
| Net Current Assets | £35,937 | £19,478 | |
| Net Assets | £14,888 | £16,484 | £20,312 |
| Shareholder Funds | £14,888 | £16,484 | £20,312 |
| Turnover | £241 | ||
| Gross Profit | £241 | ||
| Admin Expenses | £2,225 | ||
| Operating Profit | (£1,984) | ||
| Profit Before Tax | (£1,984) | ||
| Tax | £0 | ||
| Profit for Period | (£1,984) | ||
Filings 72
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 1 October 2026 | Confirmation statement with no updates | 1 October 2026 | ||
| 30 September 2026 | Replacement filing for the appointment of a director | |||
| 31 March 2026 | Full accounts | 31 March 2025 | ||
| 9 October 2025 | Confirmation statement with no updates | 9 October 2025 | ||
| 3 January 2025 | Full accounts | 31 March 2024 |
Some other companies at this address
Other companies in this industry
Chipping Norton
Park Norwich
North Shields
London
Need accounts figures, ownership or websites for thousands of companies? Bulk data & API →