Filing status
- Accounts due
- 31 July 2027
- Last accounts
- 31 October 2025
- Conf. stmt due
- 15 May 2027
- Last conf. stmt
- 1 May 2026
Simple Financial Advice Limited
- Incorporated
- 1 August 2006 (20 years)
- Previously known as
- Simple Desk Based Advisers Limited (until 7 April 2017)J W Financial Planning Limited (until 24 November 2016)This list may be incomplete. See all names on Companies House
- Industry
- Other activities auxiliary to insurance and pension funding (66290)
- Directors
- Erica Chandler WilkinsonJohn Robert Wilkinson
- Owned by
- Erica Chandler WilkinsonJohn Robert Wilkinson
- Accounts type
- Total exemption full
- Region
- North West
- Address
- Westminster House10 Westminster RoadMacclesfieldSK10 1BX
Charges
- Total
- 2
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 2
Officers 3 active
Officer details are public data from the Companies House register.
Wilkinson, Erica Chandler
Director · Appointed 1 August 2022
British
Born December 1955 (70)
Wilkinson, Erica Chandler
Secretary · Appointed 1 April 2015
Wilkinson, John Robert
Director · Appointed 1 August 2006
British
Born January 1960 (66)
Officer history (4 former)
1 August 2022
Appointed Wilkinson, Erica Chandler as Director
1 August 2022
Resigned Roberts, Victoria as Director
16 December 2016
Appointed Roberts, Victoria as Director
16 December 2016
1 April 2015
Appointed Wilkinson, Erica Chandler as Secretary
1 August 2014
1 August 2014
Resigned Wilkinson, Erica Chandler as Secretary
2 December 2013
15 May 2013
1 August 2006
Appointed Wilkinson, John Robert as Director
1 August 2006
Appointed Wilkinson, Erica Chandler as Secretary
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
Erica Chandler Wilkinson
Individual · Notified 6 April 2016
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
British
Born December 1955 (70)
John Robert Wilkinson
Individual · Notified 6 April 2016
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
British
Born January 1960 (66)
Financials
Balance sheet as at 31 October 2025 · total exemption full accounts
- Net Assets
- (£73,640)
- Cash
- £37,622
- Employees
- 4
- Debt Ratio
- 184%
- Current Ratio
- 1.3x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £35,023 | £46,697 | £0 | £16,235 | |||
| Current Assets | £52,197 | £102,202 | £97,455 | £106,480 | £216,201 | £34,156 | |
| Debtors | £2,575 | £61,488 | £64,170 | £76,288 | £95,555 | £2,635 | |
| Cash | £37,622 | £35,714 | £15,535 | £17,192 | £107,646 | £1,521 | |
| Creditors (< 1 year) | £40,210 | £18,921 | £12,326 | £52,117 | £25,232 | £39,468 | £117,301 |
| Creditors (> 1 year) | £120,650 | £181,012 | £190,151 | £189,548 | £163,749 | £154,500 | £63,030 |
| Net Current Assets | £11,987 | £83,281 | £45,338 | £81,248 | £176,733 | (£83,145) | |
| Net Assets | (£73,640) | (£51,034) | (£144,210) | (£82,501) | £22,233 | (£129,940) | |
| Shareholder Funds | (£73,640) | (£51,034) | (£144,210) | (£82,501) | £22,233 | (£129,940) |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 27 May 2026 | Total exemption full accounts | 31 October 2025 | ||
| 8 May 2026 | Confirmation statement with no updates | 1 May 2026 | ||
| 22 May 2025 | Total exemption full accounts | 31 October 2024 | ||
| 1 May 2025 | Confirmation statement with updates | 1 May 2025 | ||
| 1 May 2024 | Confirmation statement with updates | 1 May 2024 |
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