Website & contact details
- Website
Fortuna Financial Planning Limited
- Incorporated
- 21 March 2006 (20 years)
- Previously known as
- Fortuna Media Limited (until 22 July 2011)Whatnall (UK) Limited (until 13 April 2011)Whatnall Mortgages & Investments Limited (until 3 April 2009)Earlier: Monster Mortgages Limited
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Owned by
- Fortuna Investment Group LimitedBenjamin William Whatnall
- Accounts type
- Micro entity
- Region
- Greater London
- Address
- 11 Old Bond StreetLondonW1S 4PN
Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 31 March 2025
- Conf. stmt due
- 15 April 2027
- Last conf. stmt
- 1 April 2026
Officers 1 active
Officer details are public data from the Companies House register.
Director · Appointed 21 March 2006
British
Born September 1985 (41)
Officer history (3 former)
15 April 2013
Resigned Whatnall, Bernadette Anne as Secretary
23 April 2007
Appointed Whatnall, Bernadette Anne as Secretary
23 April 2007
Resigned Lincoln, Trevor Neil as Secretary
18 April 2006
Appointed Lincoln, Trevor Neil as Secretary
18 April 2006
Resigned Whatnall, Stephen Colin as Secretary
21 March 2006
21 March 2006
Appointed Whatnall, Stephen Colin as Secretary
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
Fortuna Investment Group Limited
Corporate entity · Notified 1 April 2023
Owns 75–100% of shares
Limited Company
British
Born September 1985 (41)
Financials
Balance sheet as at 31 March 2025 · micro entity accounts
- Net Assets
- £58,876
- Employees
- 3
- Debt Ratio
- 18%
- Current Ratio
- 5.6x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £449 | £899 | £1,349 | £786 | ||
| Current Assets | £71,053 | £64,818 | £56,935 | £55,726 | £61,130 | £41,537 |
| Creditors (< 1 year) | £12,626 | £7,217 | £19,789 | £12,801 | £14,027 | £6,443 |
| Net Current Assets | £58,427 | £57,601 | £37,146 | £42,925 | £47,103 | £35,094 |
| Net Assets | £58,876 | £58,500 | £38,495 | £42,925 | £47,103 | £35,880 |
| Shareholder Funds | £58,876 | £58,500 | £38,495 | £42,925 | £47,103 | £35,880 |
What Fortuna Financial Planning say about themselves
“Independent wealth management from Mayfair and Hertford. Tailored financial advice, investment management, tax planning, and mortgages. FCA regulated since 2005. Free initial consultation.”
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 5 November 2026 | Cessation of a person with significant control | |||
| 2 September 2026 | Director's details changed | |||
| 2 September 2026 | Change of details for a person with significant control | |||
| 7 May 2026 | Confirmation statement with no updates | 1 April 2026 | ||
| 2 December 2025 | Micro company accounts | 31 March 2025 |
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