Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 31 March 2025
- Conf. stmt due
- 9 September 2027
- Last conf. stmt
- 26 August 2026
Prism Financial Advice Limited
- Incorporated
- 3 December 2004 (21 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Owned by
- Accounts type
- Audit exemption subsidiary
- Region
- North East
- Address
- Prism House 13 Keel RowThe WatermarkGatesheadNE11 9SZ
Officers 2 active
Officer details are public data from the Companies House register.
Director · Appointed 12 February 2025
British
Born February 1968 (58)
Director · Appointed 15 March 2024
Also at Interactive Media Investor LLP, Welbeck Ventures Ltd (proposed for strike-off), Welbeck Capital Partners LLP (proposed for strike-off) · more companies
British
Born November 1969
Officer history (9 former)
9 September 2026
10 February 2026
Resigned Hamilton, Iain Alexander as Secretary
31 October 2025
31 October 2025
Resigned Price, Stephen Thomas as Secretary
31 October 2025
Resigned Smith, Michael as Director
31 October 2025
Resigned Price, Stephen Thomas as Director
21 October 2025
12 February 2025
11 February 2025
Resigned Miles, Derek George as Director
6 November 2024
Appointed Hamilton, Iain Alexander as Secretary
14 May 2024
Appointed Miles, Derek George as Director
15 March 2024
3 December 2004
3 December 2004
3 December 2004
3 December 2004
Appointed Price, Stephen Thomas as Secretary
3 December 2004
3 December 2004
3 December 2004
Appointed Price, Stephen Thomas as Director
3 December 2004
Appointed Smith, Michael as Director
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 28 March 2024
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company
Reg. no. 14763855
Former controllers (3)
15 March 2024
Ceased Stephen Thomas Price — Owns 25–50% of shares
15 March 2024
Ceased Michael Smith — Owns 25–50% of shares
15 March 2024
Group structure 16 companies
Ownership group derived from the Companies House PSC register
FS 2020 Limited Owns 75–100% of shares
Finance Shop Limited Owns 75–100% of shares
Innes Reid Investments Limited Owns 75–100% of shares
Iwp Financial Planning Limited Owns 75–100% of shares (as a firm)
Iwp Newco 1 Limited Owns 75–100% of shares
Loveday & Partners Limited Owns 75–100% of shares
Prism Financial Advice Limited This company Owns 75–100% of shares
Sound Financial Management Limited Owns 75–100% of shares
Titan Financial Planning Limited Owns 75–100% of shares
Titan Wealth Caerphilly Limited Owns 75–100% of shares
Titan Wealth Planning Ltd Owns 75–100% of shares
Wigmore Associates Wealth Management Ltd Owns 75–100% of shares
Workplace Advice Group Ltd Owns 75–100% of shares
Financials
Figures from 2023 accounts. Newer accounts, made up to 31 March 2025, are filed but not read yet. See them on Companies House
- Net Assets
- £934,253
- Cash
- £466,794
- Profit
- £212,775
- Employees
- 55
- Debt Ratio
- 27%
- Current Ratio
- 2.9x
- Return on Equity
- 23%
Trend
Net Assets
Balance sheet detail
| 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|
| Fixed Assets | £320,118 | £454,401 | £418,735 | £486,235 | £408,703 |
| Current Assets | £955,630 | £427,272 | £396,194 | £403,038 | £392,175 |
| Debtors | £488,836 | £164,644 | £265,900 | £224,771 | £304,433 |
| Cash | £466,794 | £262,628 | £130,294 | £178,267 | £87,742 |
| Creditors (< 1 year) | £326,834 | £591,807 | £680,088 | £432,736 | £338,148 |
| Net Current Assets | £628,796 | (£164,535) | (£283,894) | (£29,698) | £54,027 |
| Net Assets | £934,253 | £244,099 | £98,172 | £426,119 | £454,456 |
| Shareholder Funds | £934,253 | £244,099 | £98,172 | £426,119 | £454,456 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 10 September 2026 | Termination of appointment of a director | |||
| 26 August 2026 | Confirmation statement with no updates | 26 August 2026 | ||
| 2 March 2026 | Termination of appointment of a secretary | |||
| 26 February 2026 | Other filing | |||
| 26 February 2026 | Other filing |
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