Website & contact details
- Website
Ashlea Financial Planning Limited
- Incorporated
- 28 April 2005 (21 years)
- Industry
- Activities auxiliary to financial intermediation n.e.c. (66190)
- Directors
- Nicholas James MarshSusan Frances WallDiane Margaret Weitz
- Owned by
- Accounts type
- Total exemption full
- Region
- South West
- Address
- 123 PromenadeCheltenhamGL50 1NW
Filing status
- Accounts due
- 31 January 2027
- Last accounts
- 30 April 2025
- Conf. stmt due
- 3 June 2027
- Last conf. stmt
- 20 May 2026
Officers 3 active
Officer details are public data from the Companies House register.
Marsh, Nicholas James
Director · Appointed 29 November 2019
British
Born August 1972 (54)
Wall, Susan Frances
Director · Appointed 27 November 2019
British
Born November 1962
Weitz, Diane Margaret
Director · Appointed 28 April 2005
British
Born November 1947
Officer history (2 former)
11 September 2025
Resigned Clark, Eleanor Rose as Secretary
6 June 2024
Appointed Clark, Eleanor Rose as Secretary
6 June 2024
Resigned Weitz, Paul Guy as Secretary
29 November 2019
Appointed Marsh, Nicholas James as Director
27 November 2019
Appointed Wall, Susan Frances as Director
28 April 2005
Appointed Weitz, Diane Margaret as Director
28 April 2005
Appointed Weitz, Paul Guy as Secretary
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 9 December 2022
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company
Reg. no. 13754889
Former controllers (1)
9 December 2022
Ceased Diane Margaret Weitz — Owns 75–100% of shares
Financials
Balance sheet as at 30 April 2025 · total exemption full accounts
- Net Assets
- £135,273
- Cash
- £136,802
- Employees
- 9
- Debt Ratio
- 18%
- Current Ratio
- 5.6x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £8,291 | £9,485 | £11,660 | £15,322 | £171,300 | £150,056 |
| Current Assets | £157,505 | £148,882 | £190,857 | £312,411 | £271,036 | |
| Debtors | £20,703 | £8,675 | £27,854 | £17,757 | £8,810 | |
| Cash | £136,802 | £140,207 | £163,003 | £294,654 | £262,226 | £245,699 |
| Creditors (< 1 year) | £28,308 | £23,055 | £42,383 | £64,735 | £43,759 | £31,744 |
| Net Current Assets | £129,197 | £125,827 | £148,474 | £247,676 | £227,277 | £221,983 |
| Net Assets | £135,273 | £133,510 | £157,919 | £260,087 | £369,448 | £328,103 |
| Shareholder Funds | £135,273 | £133,510 | £157,919 | £260,087 | £369,448 |
What Ashlea Financial Planning say about themselves
“Ashlea is an award-winning, Cheltenham based, Chartered and Certified Financial Planning company authorised by the FCA. We are proud to have been offering independent financial advice (IFA) in and around the Cotswolds for over 20 years. We specialise in retirement planning, wealth management…”
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 2 June 2026 | Confirmation statement with no updates | 20 May 2026 | ||
| 12 September 2025 | Termination of appointment of a secretary | |||
| 25 August 2025 | Total exemption full accounts | 30 April 2025 | ||
| 30 May 2025 | Confirmation statement with no updates | 20 May 2025 | ||
| 11 July 2024 | Total exemption full accounts | 30 April 2024 |
Some other companies at this address
Other companies in this industry
London
London
Plymouth
London
London
By trade and location
Need accounts figures, ownership or websites for thousands of companies? Bulk data & API →