Website & contact details
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Officer details are public data from the Companies House register.
People and entities with significant control, from the Companies House PSC register
Balance sheet as at 31 March 2025 · micro entity accounts
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £961 | £1,589 | £2,299 | £1,684 | £2,226 | £1,906 |
| Current Assets | £93,873 | £113,442 | £126,330 | £125,645 | £101,683 | £72,087 |
| Creditors (< 1 year) | £4,283 | £7,091 | £15,463 | £15,320 | £14,799 | £12,968 |
| Net Current Assets | £89,590 | £106,351 | £110,867 | £110,325 | £86,884 | £59,119 |
| Shareholder Funds | £90,551 | £107,940 | £113,166 | £112,009 | £89,110 | £61,025 |
“We are Independent Chartered Financial Planners and have been helping clients identify their investment and retirement opportunities and to achieve their potential for over 20 years.”
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 20 March 2026 | Confirmation statement with updates | 8 March 2026 | ||
| 16 September 2025 | Registered office address changed | |||
| 11 June 2025 | Registered office address changed | |||
| 20 May 2025 | Registered office address changed | |||
| 14 May 2025 | Micro company accounts | 31 March 2025 |
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