Filing status
- Accounts due
- 31 December 2027
- Last accounts
- 31 March 2026
- Conf. stmt due
- 6 November 2027
- Last conf. stmt
- 23 October 2026
Fort Financial Planning Limited
- Incorporated
- 18 October 2004 (22 years)
- Industry
- Fund management activities (66300)
- Directors
- Emily Margaret Clark FlynnMark Charles SalterAndrew Nicholas Fort
- Owned by
- Andrew Nicholas Fort
- Accounts type
- Total exemption full
- Region
- South West
- Address
- Etheridge House Barton View Business ParkSheeplands LaneSherborneDT9 4FW
Officers 4 active
Officer details are public data from the Companies House register.
Flynn, Emily Margaret Clark
Secretary · Appointed 4 March 2019
Flynn, Emily Margaret Clark
Director · Appointed 21 September 2018
British
Born May 1990 (36)
Salter, Mark Charles
Director · Appointed 6 April 2016
British
Born March 1980 (46)
Fort, Andrew Nicholas
Director · Appointed 18 October 2004
British
Born April 1957 (69)
Officer history (4 former)
4 March 2019
Appointed Flynn, Emily Margaret Clark as Secretary
4 March 2019
Resigned Fort, Clarissa Margaret as Secretary
21 September 2018
Appointed Flynn, Emily Margaret Clark as Director
6 April 2016
Appointed Salter, Mark Charles as Director
30 March 2012
Resigned Fort, Clarissa Margaret as Director
18 October 2004
Appointed Fort, Andrew Nicholas as Director
18 October 2004
18 October 2004
18 October 2004
18 October 2004
18 October 2004
Appointed Fort, Clarissa Margaret as Director
18 October 2004
Appointed Fort, Clarissa Margaret as Secretary
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Andrew Nicholas Fort
Individual · Notified 6 April 2016
Owns 50–75% of shares
Holds 50–75% of voting rights
Right to appoint and remove directors
British
Born April 1957 (69)
Financials
Balance sheet as at 31 March 2026 · total exemption full accounts
- Net Assets
- £197,159
- Cash
- £191,803
- Debt Ratio
- 36%
- Current Ratio
- 2.7x
Trend
Net Assets
Balance sheet detail
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £18,638 | £16,471 | £45,247 | £45,806 | £64,620 | £63,857 | £69,372 |
| Current Assets | £288,696 | £240,167 | £189,196 | £219,573 | £222,993 | £215,530 | £243,775 |
| Debtors | £96,893 | £68,466 | £92,234 | £79,845 | £95,576 | £62,911 | £36,993 |
| Cash | £191,803 | £171,701 | £96,962 | £139,728 | £127,417 | £152,619 | £171,586 |
| Creditors (< 1 year) | £105,515 | £82,116 | £54,208 | £52,118 | £62,520 | £56,116 | £60,319 |
| Net Current Assets | £183,181 | £158,051 | £134,988 | £167,455 | £160,473 | £159,414 | £183,456 |
| Net Assets | £197,159 | £170,404 | £171,915 | £204,584 | £212,815 | £211,138 | £242,381 |
| Shareholder Funds | £197,159 | £170,404 | £171,915 | £204,584 | £212,815 | £211,138 | £242,381 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 27 October 2026 | Confirmation statement with updates | 23 October 2026 | ||
| 15 May 2026 | Total exemption full accounts | 31 March 2026 | ||
| 24 October 2025 | Confirmation statement with updates | 23 October 2025 | ||
| 23 July 2025 | Total exemption full accounts | 31 March 2025 | ||
| 25 October 2024 | Confirmation statement with updates | 23 October 2024 |
Some other companies at this address
Other companies in this industry
Need accounts figures, ownership or websites for thousands of companies? Bulk data & API →