Filing status
- Accounts due
- 31 July 2027
- Last accounts
- 31 October 2025
- Conf. stmt due
- 21 May 2027
- Last conf. stmt
- 7 May 2026
Chester Rose Financial Planning Ltd
- Incorporated
- 1 June 2006 (20 years)
- Previously known as
- Heritage Financial Advisers Ltd (until 12 July 2022)This list may be incomplete. See all names on Companies House
- Industry
- Financial management (70221)
- Directors
- Suzanne Allen
- Owned by
- Accounts type
- Total exemption full
- Region
- South East
- Address
- 53 Bartholomew StreetNewburyRG14 5QA
Charges
- Total
- 2
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 2
Officers 2 active
Officer details are public data from the Companies House register.
Director · Appointed 3 November 2020
Also at Monenti Partners Ltd · more companies
British
Born January 1957 (69)
Allen, Suzanne
Director · Appointed 1 June 2006
British
Born February 1977 (49)
Officer history (3 former)
3 November 2020
3 November 2020
3 November 2020
25 February 2010
1 September 2006
1 June 2006
Appointed Allen, Suzanne as Director
1 June 2006
1 June 2006
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 3 November 2020
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company Limited By Shares
Reg. no. 12546111
Former controllers (2)
3 November 2020
3 November 2020
Ceased Suzanne Allen — Owns 25–50% of shares
Group structure 4 companies
Ownership group derived from the Companies House PSC register
Chester Rose Financial Planning Ltd This company Owns 75–100% of shares
Hencilla Canworth Limited Owns 75–100% of shares
Financials
Balance sheet as at 31 October 2025 · total exemption full accounts
- Net Assets
- £408,400
- Cash
- £22,700
- Employees
- 34
- Current Ratio
- 2.4x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £8,100 | £16,511 | £10,764 | £6,417 | ||
| Current Assets | £798,200 | £491,200 | £460,000 | £291,247 | £243,063 | £231,520 |
| Debtors | £104,603 | |||||
| Cash | £22,700 | £49,800 | £23,400 | £39,671 | £126,917 | |
| Creditors (< 1 year) | £337,800 | £197,600 | £219,400 | £79,961 | £67,050 | £138,522 |
| Creditors (> 1 year) | £52,000 | £0 | ||||
| Net Current Assets | £293,600 | £240,600 | £247,236 | £216,864 | £92,998 | |
| Net Assets | £408,400 | £293,600 | £248,700 | £172,666 | £180,278 | £98,650 |
| Shareholder Funds | £180,278 | £98,650 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 16 July 2026 | Total exemption full accounts | 31 October 2025 | ||
| 1 June 2026 | Confirmation statement with updates | 7 May 2026 | ||
| 14 July 2025 | Total exemption full accounts | 31 October 2024 | ||
| 2 June 2025 | Confirmation statement with no updates | 1 June 2025 | ||
| 20 June 2024 | Total exemption full accounts | 31 October 2023 |
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