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Officer details are public data from the Companies House register.
People and entities with significant control, from the Companies House PSC register
Balance sheet as at 31 August 2025 · micro entity accounts
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £19,401 | £24,600 | £29,586 | £40,484 | £24,248 | £31,972 |
| Current Assets | £134,696 | £100,280 | £64,610 | £72,231 | £88,539 | £66,015 |
| Creditors (< 1 year) | £67,451 | £48,906 | £27,309 | £31,689 | £23,697 | £29,083 |
| Net Current Assets | £74,717 | £59,620 | £43,661 | £46,481 | £70,135 | £37,415 |
| Net Assets | £88,132 | £75,595 | £61,622 | £73,340 | £81,831 | £67,200 |
| Shareholder Funds | £88,132 | £75,595 | £61,622 | £73,340 | £81,831 | £67,200 |
“Award-winning chartered financial planners in the heart of Worcester, providing our clients with financial confidence and peace of mind.”
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 19 August 2026 | Confirmation statement with no updates | 8 August 2026 | ||
| 11 May 2026 | Micro company accounts | 31 August 2025 | ||
| 1 May 2026 | Termination of appointment of a director | |||
| 10 March 2026 | Appointment of a director | |||
| 14 August 2025 | Confirmation statement with no updates | 8 August 2025 |
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