Website & contact details
- Website
Bourlet Financial Planning Limited
- Incorporated
- 21 October 2003 (23 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Michelle Ruth Bourlet
- Owned by
- Accounts type
- Total exemption full
- Region
- South West
- Address
- Hartham ParkCorshamWiltshireSN13 0RP
Filing status
- Accounts due
- 31 December 2027
- Last accounts
- 31 March 2026
- Conf. stmt due
- 4 November 2027
- Last conf. stmt
- 21 October 2026
Officers 3 active
Officer details are public data from the Companies House register.
Bourlet, Michelle Ruth
Director · Appointed 11 April 2026
British
Born February 1969 (57)
Director · Appointed 21 October 2003
British
Born June 1967 (59)
Bourlet, Michelle Ruth
Secretary · Appointed 21 October 2003
British
Officer history (3 former)
11 April 2026
Appointed Bourlet, Michelle Ruth as Director
2 April 2025
Resigned Johnson, Robert Ian as Director
8 October 2014
Resigned Bourlet, Michelle Ruth as Director
1 June 2012
Appointed Johnson, Robert Ian as Director
24 June 2007
Appointed Bourlet, Michelle Ruth as Director
21 October 2003
21 October 2003
Appointed Bourlet, Michelle Ruth as Secretary
21 October 2003
21 October 2003
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 2 April 2025
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company
Reg. no. 16078621
Former controllers (2)
2 April 2025
Ceased Michelle Ruth Bourlet — Owns 25–50% of shares
2 April 2025
Financials
Figures from 2025 accounts. Newer accounts, made up to 31 March 2026, are filed but not read yet. See them on Companies House
- Net Assets
- £455,567
- Cash
- £466,682
- Employees
- 12
- Debt Ratio
- 31%
- Current Ratio
- 3.2x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £13,729 | £11,743 | £13,820 | £12,793 | ||
| Current Assets | £643,921 | £459,643 | £280,322 | £390,060 | £350,048 | £411,723 |
| Debtors | £177,239 | £167,654 | £152,460 | £158,791 | £150,973 | £131,452 |
| Cash | £466,682 | £291,989 | £127,862 | £231,269 | £199,075 | £280,271 |
| Creditors (< 1 year) | £202,083 | £180,010 | £124,711 | £138,203 | £126,900 | £113,532 |
| Net Current Assets | £441,838 | £279,633 | £155,611 | £251,857 | £223,148 | £298,191 |
| Net Assets | £455,567 | £291,376 | £169,431 | £264,650 | £234,469 | £311,016 |
| Shareholder Funds | £455,567 | £291,376 | £169,431 | £264,650 |
What Bourlet Financial Planning say about themselves
“Founded in 2003, in a world of commissions and opaque dealing, we set our founding principle: To provide our clients with outstanding value and unmatched personal service at a cost they can easily see.”
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 26 October 2026 | Confirmation statement with updates | 21 October 2026 | ||
| 12 August 2026 | Total exemption full accounts | 31 March 2026 | ||
| 14 May 2026 | Appointment of a director | |||
| 3 November 2025 | Confirmation statement with updates | 21 October 2025 | ||
| 27 August 2025 | Total exemption full accounts | 31 March 2025 |
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