What Francis Clark Financial Planning say about themselves
“When you meet our Chartered financial planners, you can expect a down-to-earth conversation – and a clear, thought-out plan to achieve your goals.”
Francis Clark Financial Planning Limited
- Incorporated
- 5 April 2005 (21 years)
- Previously known as
- Winter Rule Financial Planning Limited (until 1 November 2011)Oakgrow Limited (until 27 June 2005)
- Industry
- Activities auxiliary to financial intermediation n.e.c. (66190)
- Directors
- James Andrew PhillipsCharlotte Elise Taylor-St.Ruth
- Accounts type
- Small
- Region
- South West
- Address
- Sigma House Oak View CloseEdginswell ParkTorquayTQ2 7FF
Website & contact details
- Website
Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 31 March 2025
- Conf. stmt due
- 19 April 2027
- Last conf. stmt
- 5 April 2026
Charges
- Total
- 1
- Outstanding
- 1
- Part satisfied
- 0
- Satisfied
- 0
Officers 5 active
Officer details are public data from the Companies House register.
Director · Appointed 28 April 2023
British
Born February 1969 (57)
Phillips, James Andrew
Director · Appointed 28 April 2023
British
Born December 1978 (47)
Taylor-St.Ruth, Charlotte Elise
Director · Appointed 28 April 2023
British
Born June 1979 (47)
Director · Appointed 29 November 2022
British
Born September 1973 (53)
Director · Appointed 5 August 2019
British
Born January 1977 (49)
Officer history (22 former)
31 July 2023
28 April 2023
28 April 2023
Appointed Phillips, James Andrew as Director
28 April 2023
Appointed Taylor-St.Ruth, Charlotte Elise as Director
28 April 2023
28 April 2023
28 April 2023
29 November 2022
23 May 2022
23 May 2022
15 September 2020
Resigned Quick, Gary Paul as Director
15 September 2020
1 July 2020
31 March 2020
5 August 2019
5 August 2019
31 March 2019
11 September 2018
Resigned Nyland, Peter Richard as Director
31 March 2018
15 June 2017
28 December 2016
Appointed Nyland, Peter Richard as Director
1 April 2016
31 March 2016
30 October 2015
31 July 2015
Resigned Evans, Colin James as Director
1 April 2015
1 April 2015
1 April 2015
1 April 2015
Resigned Endacott, Jonathan Leonard as Secretary
1 April 2015
1 April 2015
Resigned Endacott, Jonathan Leonard as Director
1 August 2014
1 August 2012
Appointed Quick, Gary Paul as Director
8 December 2011
24 October 2011
24 October 2011
24 October 2011
Appointed Evans, Colin James as Director
24 October 2011
19 October 2011
30 November 2010
30 September 2008
19 August 2005
5 April 2005
5 April 2005
5 April 2005
5 April 2005
5 April 2005
5 April 2005
Appointed Endacott, Jonathan Leonard as Secretary
5 April 2005
Appointed Endacott, Jonathan Leonard as Director
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 10 February 2022
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company
Reg. no. 13645424
Group structure 15 companies
Ownership group derived from the Companies House PSC register
FC Payroll Solutions Limited Owns 75–100% of shares
Francis Clark Financial Planning (Holdings) Limited Owns 75–100% of shares
Francis Clark Financial Planning Limited This company Owns 75–100% of shares
Francis Clark Trust Corporation Limited Owns 75–100% of shares
D W Taylor & Sons Ltd Owns 25–50% of shares (as a trust)
Hautot Holdings Limited Owns 25–50% of shares
J.A.Hawkes & Son Limited Owns 25–50% of shares (as a trust)
Lauderdale Holidays Limited Holds 25–50% of voting rights
Lauderdale Two Limited Owns 75–100% of shares
Newton Barton Farm (Investment) Limited Owns 25–50% of shares (as a trust)
Newton Barton Farm Limited Owns 75–100% of shares
Revmoor Limited Owns 25–50% of shares
Wuskin Investments Limited Owns 25–50% of shares (as a trust)
PKF Francis Clark Limited Owns 75–100% of shares
Financials
Balance sheet as at 31 March 2025 · small accounts
- Net Assets
- £557,337
- Cash
- £1,309,161
- Employees
- 66
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|
| Fixed Assets | £132 | £570 | |||
| Current Assets | £1,649,819 | £1,666,327 | £2,501,431 | £1,938,250 | £1,611,522 |
| Debtors | £340,658 | £241,253 | £439,475 | ||
| Cash | £1,309,161 | £1,336,974 | £2,259,858 | £1,696,997 | £1,172,047 |
| Creditors (< 1 year) | £764,365 | £888,840 | £659,473 | £743,878 | |
| Creditors (> 1 year) | £60,000 | £60,000 | £60,000 | £60,000 | |
| Net Current Assets | £1,612,591 | £1,278,777 | £867,644 | ||
| Net Assets | £557,337 | £841,962 | £1,552,591 | £1,218,909 | £808,214 |
| Shareholder Funds | £557,337 | £841,962 | £1,552,591 | £1,218,909 | £808,214 |
Filings
Filing history not loaded yet. See it on Companies House
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