Swindells Financial Planning Limited

Active05271521 Private limited company

What Swindells Financial Planning say about themselves

“We specialise in helping people make work optional. Carefully planning their retirement so they can confidently enjoy the next phase of their life, secure in the knowledge that their financial future is in safe hands.”

— from swindellsfinancialplanning.co.uk
Incorporated
27 October 2004 (22 years)
Previously known as
Swindells & Gentry Financial Planning Limited (until 21 December 2010)
Industry
Financial intermediation not elsewhere classified (64999)
Directors
Melanie Jane Richardson
Duncan Orr
Accounts type
Total exemption full
Region
South East
Address
Atlantic House Bell Lane
Bellbrook Industrial Estate
Uckfield
TN22 1QL

Filing status

Accounts due
31 December 2026
Last accounts
31 March 2025
Conf. stmt due
10 November 2027
Last conf. stmt
27 October 2026

Officers 3 active

Officer details are public data from the Companies House register.

Director · Appointed 23 January 2023
British
Born October 1976 (50)
Richardson, Melanie Jane
Director · Appointed 1 July 2015
British
Born April 1969 (57)
Orr, Duncan
Director · Appointed 2 August 2007
British
Born August 1963 (63)
Officer history (7 former)
29 January 2023
Resigned Stevenson, Robin as Director
23 January 2023
Appointed Willison, Robert as Director
1 July 2015
Appointed Richardson, Melanie Jane as Director
30 June 2015
Resigned Fackler, Joe as Secretary
30 June 2015
Resigned Gale, Peter John as Director
30 June 2015
Resigned Fackler, Joe as Director
7 December 2011
Appointed Stevenson, Robin as Director
2 August 2007
Appointed Orr, Duncan as Director
18 November 2005
Resigned Hewitt, Peter John as Director
29 October 2004
Resigned Form 10 Secretaries Fd Ltd as Corporate Nominee Secretary
29 October 2004
Resigned Form 10 Directors Fd Ltd as Corporate Nominee Director
27 October 2004
Appointed Form 10 Directors Fd Ltd as Corporate Nominee Director
27 October 2004
Appointed Fackler, Joe as Secretary
27 October 2004
Appointed Fackler, Joe as Director
27 October 2004
Appointed Hewitt, Peter John as Director
27 October 2004
Appointed Gale, Peter John as Director
27 October 2004
Appointed Form 10 Secretaries Fd Ltd as Corporate Nominee Secretary

Ownership 1 active

People and entities with significant control, from the Companies House PSC register

Corporate entity · Notified 6 April 2016
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Llp
Reg. no. Oc348713

Group structure 4 companies

Ownership group derived from the Companies House PSC register

Swindells Financial Planning Limited This company Owns 75–100% of shares
Swindells Trustee Services Limited Owns 75–100% of shares

Financials

Balance sheet as at 31 March 2025 · total exemption full accounts

Cash
£31,551
Employees
1
Current Ratio
1.4x

Trend

Shareholder Funds
£0 £50k £100k 2020 2021 2022 2024 2025 £55,575 £47,045 £52,846 £42,869 £54,272
Balance sheet detail
202520242023202220212020
Fixed Assets£446£980£798£705£2,028
Current Assets£185,497£146,120£143,450£146,961£143,068
Debtors£152,017£77,775£31,125£0£17,250
Cash£31,551£66,393£104,554£135,949£120,101
Creditors (< 1 year)£131,671£104,231£73,634£91,402£100,621£89,521
Net Current Assets£53,826£41,889£52,048£46,340£53,547
Shareholder Funds£54,272£42,869£52,846£47,045£55,575

Filings

Recent filings only. See the full history on Companies House

DateDescriptionMade Up ToPagesPDF
2 November 2026Confirmation statement with no updates27 October 2026
29 December 2025Total exemption full accounts31 March 2025
5 November 2025Confirmation statement with no updates27 October 2025
22 November 2024Confirmation statement with updates27 October 2024
12 July 2024Total exemption full accounts31 March 2024
Show all recent filings

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