Website & contact details
- Group website
- The site of this company’s group or brand.
A to Z Financial Planning Limited
- Incorporated
- 20 February 2006 (20 years)
- Industry
- Dormant Company (99999)
- Directors
- Owned by
- Accounts type
- Dormant
- Region
- North West
- Address
- Lancaster House Ackhurst Business ParkFoxhole RoadChorleyPR7 1NY
Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 6 March 2027
- Last conf. stmt
- 20 February 2026
Officers 2 active
Officer details are public data from the Companies House register.
Director · Appointed 24 March 2026
British
Born May 1986 (40)
Ward, Sam Philip
Secretary · Appointed 24 March 2026
Officer history (8 former)
24 March 2026
Appointed Ward, Sam Philip as Secretary
24 March 2026
24 March 2026
16 August 2024
16 August 2024
8 June 2023
Resigned Zivkovic, Andria as Secretary
8 June 2023
8 June 2023
8 June 2023
8 June 2023
Resigned Zivkovic, Margaret as Director
8 June 2023
Resigned Zivkovic, Andria as Director
20 February 2006
20 February 2006
Appointed Zivkovic, Andria as Secretary
20 February 2006
20 February 2006
Appointed Zivkovic, Andria as Director
20 February 2006
20 February 2006
Appointed Zivkovic, Margaret as Director
20 February 2006
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 8 June 2023
Owns 75–100% of shares
Holds 75–100% of voting rights
Private Limited Company
Reg. no. 05091707
Former controllers (2)
8 June 2023
Ceased Margaret Zivkovic — Owns 25–50% of shares
8 June 2023
Ceased Andria Zivkovic — Owns 25–50% of shares
Group structure 20 shown
Ownership group derived from the Companies House PSC register
Cambridge Investments Limited Owns 75–100% of shares
PFM Group Limited Owns 75–100% of shares
A to Z Financial Planning Limited This company Owns 75–100% of shares
A.R.D. Consultancy Limited Owns 75–100% of shares
Accord Financial Management Limited Owns 75–100% of shares
Airedale PFS Limited Owns 75–100% of shares
Anglin Associates Limited Owns 75–100% of shares
Avon Financial Advisers Limited Owns 75–100% of shares
Ayp Financial Planning Limited Owns 75–100% of shares
Beanland Financial Services Limited Owns 75–100% of shares
Belper Independent Financial Solutions Limited Owns 75–100% of shares
BLM Partnership Limited Owns 75–100% of shares
Bowman Financial Planning Limited Owns 75–100% of shares
Carlton Smith Asset Protection Limited Owns 75–100% of shares
Chambers & Co (Chelmsford) Limited Owns 75–100% of shares
Chapter Wealth Management Ltd Owns 75–100% of shares
Charles Reynolds & Associates Limited Owns 75–100% of shares
Charles Reynolds & Associates (Independent Financial Advisers) Limited Owns 75–100% of shares
Vista Platform Services Ltd Owns 75–100% of shares
Financials
Figures from 2023 accounts. Newer accounts, made up to 31 December 2025, are filed but not read yet. See them on Companies House
- Net Assets
- £193,761
- Debt Ratio
- 11%
- Current Ratio
- 8.8x
Trend
Net Assets
Balance sheet detail
| 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|
| Fixed Assets | £10,038 | £10,048 | £10,060 | £10,074 |
| Current Assets | £207,236 | £158,891 | £156,547 | £155,807 |
| Creditors (< 1 year) | £23,513 | £20,484 | £19,194 | £16,229 |
| Net Current Assets | £183,723 | £138,407 | £137,353 | £139,578 |
| Net Assets | £193,761 | £148,455 | £147,413 | £149,652 |
| Shareholder Funds | £193,761 | £148,455 | £147,413 | £149,652 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 25 March 2026 | Termination of appointment of a director | |||
| 25 March 2026 | Appointment of a secretary | |||
| 24 March 2026 | Appointment of a director | |||
| 27 February 2026 | Confirmation statement with no updates | 20 February 2026 | ||
| 20 January 2026 | Accounts for a dormant company | 31 December 2025 |
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