Filing status
- Accounts due
- 31 January 2027
- Last accounts
- 30 April 2025
- Conf. stmt due
- 2 February 2027
- Last conf. stmt
- 19 January 2026
Foresight Independent Financial Planning Limited
- Incorporated
- 7 August 2006 (20 years)
- Industry
- Financial intermediation not elsewhere classified (64999) Activities auxiliary to financial intermediation n.e.c. (66190)
- Directors
- Lissa Booth
- Owned by
- Accounts type
- Total exemption full
- Region
- North West
- Address
- Richmond House 1A Heath RoadHaleAltrinchamWA14 2XP
Charges
- Total
- 2
- Outstanding
- 1
- Part satisfied
- 0
- Satisfied
- 1
Officers 2 active
Officer details are public data from the Companies House register.
Booth, Lissa
Director · Appointed 6 April 2022
English
Born April 1969 (57)
Director · Appointed 7 August 2006
British
Born January 1964 (62)
Officer history (4 former)
6 April 2022
Appointed Booth, Lissa as Director
20 December 2011
Resigned Booth, Gaynor Anne as Secretary
15 June 2009
Resigned Booth, Gaynor Anne as Director
15 April 2008
Appointed Booth, Gaynor Anne as Director
7 August 2006
7 August 2006
7 August 2006
7 August 2006
7 August 2006
7 August 2006
Appointed Booth, Gaynor Anne as Secretary
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 27 October 2021
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Company Limited By Shares
Reg. no. 13127830
Former controllers (3)
27 October 2021
19 July 2021
Ceased Foresight Wealth Group Limited — Owns 75–100% of shares
19 July 2021
Group structure 6 companies
Ownership group derived from the Companies House PSC register
Cassons Financial Planning Limited Owns 75–100% of shares
Foresight Independent Financial Planning Limited This company Owns 75–100% of shares
Foresight Wealth Preservation LLP Holds 50–75% of voting rights
Platinum (Sri) Financial Services Ltd Owns 75–100% of shares
Financials
Balance sheet as at 30 April 2025 · total exemption full accounts
- Net Assets
- £193,808
- Cash
- £523,915
- Employees
- 22
- Debt Ratio
- 82%
- Current Ratio
- 5.3x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2021 | 2020 | |
|---|---|---|---|---|---|
| Fixed Assets | £68,197 | £77,313 | £33,384 | £19,718 | £21,031 |
| Current Assets | £1,027,253 | £683,868 | £687,699 | £649,391 | £349,178 |
| Debtors | £503,338 | £566,133 | £438,032 | £351,431 | £207,001 |
| Cash | £523,915 | £117,735 | £249,667 | £297,960 | £142,177 |
| Creditors (< 1 year) | £195,370 | £186,786 | £171,921 | £168,772 | £170,580 |
| Creditors (> 1 year) | £694,094 | £194,411 | £278,257 | £43,056 | £12,795 |
| Net Current Assets | £831,883 | £497,082 | £515,778 | £480,619 | £178,598 |
| Net Assets | £193,808 | £365,627 | £262,559 | £453,534 | £182,838 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 4 August 2026 | Change of share class name or designation | |||
| 4 August 2026 | Statement of capital following an allotment of shares | |||
| 3 August 2026 | Insolvency filing | |||
| 3 August 2026 | Share capital filing | |||
| 3 August 2026 | Statement of capital |
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