Filing status
- Accounts due
- 30 November 2027
- Last accounts
- 28 February 2026
- Conf. stmt due
- 18 October 2027
- Last conf. stmt
- 4 October 2026
Lifestyle Financial Planning Limited
- Incorporated
- 21 November 2003 (22 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Daniel Simon Read
- Owned by
- Stephanie GreenhalghBeverly Jo Seymour
- Accounts type
- Total exemption full
- Region
- South East
- Address
- Unit 1 Chandlers House Ganders Business ParkMain Road KingsleyBordonGU35 9LU
Officers 2 active
Officer details are public data from the Companies House register.
Read, Daniel Simon
Director · Appointed 15 November 2021
British
Born May 1990 (36)
Director · Appointed 1 July 2021
British
Born December 1983 (42)
Officer history (3 former)
12 August 2022
15 November 2021
Appointed Read, Daniel Simon as Director
1 July 2021
31 July 2010
18 February 2008
18 February 2008
21 November 2003
21 November 2003
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
Individual · Notified 12 August 2022
Owns 25–50% of shares
Holds 25–50% of voting rights
British
Born December 1983 (42)
Beverly Jo Seymour
Individual · Notified 1 January 2017
Owns 50–75% of shares
Holds 50–75% of voting rights
Right to appoint and remove directors
British
Born January 1958 (68)
Former controllers (1)
12 August 2022
Financials
Balance sheet as at 28 February 2026 · total exemption full accounts
- Net Assets
- £513,608
- Cash
- £392,215
- Employees
- 8
- Debt Ratio
- 47%
- Current Ratio
- 2.3x
Trend
Shareholder Funds
Balance sheet detail
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £465,081 | £48,295 | £159,545 | £176,058 | £239,152 | £244,037 | £191,540 |
| Current Assets | £498,982 | £535,696 | £372,162 | £368,963 | £357,992 | £230,035 | £157,335 |
| Debtors | £106,767 | £86,929 | £80,678 | £97,179 | £74,870 | £68,492 | £69,283 |
| Cash | £392,215 | £448,767 | £291,484 | £271,784 | £283,122 | £161,543 | £88,052 |
| Creditors (< 1 year) | £219,372 | £177,912 | £161,998 | £202,978 | £216,955 | £202,282 | £137,033 |
| Creditors (> 1 year) | £231,083 | ||||||
| Net Current Assets | £279,610 | £357,784 | £210,164 | £165,985 | £141,037 | £27,753 | £20,302 |
| Net Assets | £513,608 | ||||||
| Shareholder Funds | £513,608 | £406,079 | £369,709 | £342,043 | £380,189 | £271,790 | £211,842 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 4 June 2026 | Total exemption full accounts | 28 February 2026 | ||
| 22 October 2025 | Total exemption full accounts | 28 February 2025 | ||
| 14 October 2025 | Change of details for a person with significant control | |||
| 14 October 2025 | Director's details changed | |||
| 14 October 2025 | Confirmation statement with no updates | 4 October 2025 |
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