Filing status
- Accounts due
- 31 July 2027
- Last accounts
- 31 October 2025
- Conf. stmt due
- 17 November 2027
- Last conf. stmt
- 3 November 2026
Charterhouse Financial Planning Limited
- Incorporated
- 16 October 2003 (23 years)
- Industry
- Activities of insurance agents and brokers (66220)
- Directors
- Lisa Mia Luck
- Controlled by
- Lisa Mia LuckBernard James King
- Accounts type
- Micro entity
- Region
- West Midlands
- Address
- Merlin Moor Dunston Business VillageDunstonStaffordST18 9AB
Charges
- Total
- 3
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 3
Officers 3 active
Officer details are public data from the Companies House register.
Luck, Lisa Mia
Secretary · Appointed 16 October 2003
British
Director · Appointed 16 October 2003
British
Born November 1973
Luck, Lisa Mia
Director · Appointed 16 October 2003
British
Born April 1971 (55)
Officer history (3 former)
7 January 2005
16 October 2003
Appointed Luck, Lisa Mia as Secretary
16 October 2003
16 October 2003
Appointed Luck, Lisa Mia as Director
16 October 2003
16 October 2003
16 October 2003
16 October 2003
16 October 2003
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
Lisa Mia Luck
Individual · Notified 15 October 2016
Has significant influence or control
British
Born April 1971 (55)
British
Born November 1973
Financials
Balance sheet as at 31 October 2025 · micro entity accounts
- Net Assets
- £213,158
- Employees
- 5
- Debt Ratio
- -2%
- Current Ratio
- 3.0x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £7,890 | £6,550 | £8,469 | £4,277 | £4,581 | £187 |
| Current Assets | £201,631 | £163,117 | £141,048 | £124,287 | £106,985 | £86,875 |
| Creditors (< 1 year) | £67,593 | £56,690 | £48,191 | £41,078 | £41,880 | £42,208 |
| Net Current Assets | £240,140 | £203,882 | £181,421 | £167,034 | £147,500 | £115,440 |
| Net Assets | £213,158 | £194,032 | £187,490 | £168,911 | £149,681 | £113,227 |
| Shareholder Funds | £213,158 | £194,032 | £187,490 | £168,911 | £149,681 | £113,227 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 10 November 2026 | Confirmation statement with no updates | 3 November 2026 | ||
| 20 January 2026 | Micro company accounts | 31 October 2025 | ||
| 7 November 2025 | Confirmation statement with no updates | 3 November 2025 | ||
| 21 August 2025 | Director's details changed | |||
| 21 August 2025 | Secretary's details changed |
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