Filing status
- Accounts due
- 27 October 2027
- Last accounts
- 27 January 2026
- Conf. stmt due
- 15 November 2026
- Last conf. stmt
- 1 November 2025
Equinox Financial Planning Ltd
- Incorporated
- 1 November 2006 (20 years)
- Previously known as
- Pen-Life Wealth Management Ltd. (until 23 March 2012)Pla2 Ltd (until 22 August 2007)This list may be incomplete. See all names on Companies House
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Alexander James Stephenson
- Accounts type
- Total exemption full
- Region
- Yorkshire
- Address
- 8 Weavers CloseCopmanthorpeYorkYO23 3XL
Officers 1 active
Officer details are public data from the Companies House register.
Stephenson, Alexander James
Director · Appointed 27 January 2026
British
Born October 1990 (36)
Officer history (4 former)
27 January 2026
Appointed Stephenson, Alexander James as Director
27 January 2026
27 January 2026
24 December 2021
24 December 2021
1 November 2006
1 November 2006
1 November 2006
1 November 2006
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 27 January 2026
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company
Reg. no. 16788683
Former controllers (3)
27 January 2026
27 January 2026
27 January 2026
Financials
Figures from 2023 accounts. Newer accounts, made up to 27 January 2026, are filed but not read yet. See them on Companies House
- Cash
- £141,618
- Employees
- 8
- Current Ratio
- 5.3x
Trend
Shareholder Funds
Balance sheet detail
| 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|
| Fixed Assets | £14,777 | £20,036 | £21,059 | £26,336 | |
| Current Assets | £200,942 | £353,013 | £272,842 | £255,987 | |
| Debtors | £59,324 | £58,682 | £37,966 | £49,117 | |
| Cash | £141,618 | £294,331 | £234,876 | £206,870 | |
| Creditors (< 1 year) | £37,656 | £39,669 | £88,696 | £77,731 | £84,066 |
| Net Current Assets | £163,286 | £264,317 | £195,111 | £171,921 | |
| Shareholder Funds | £178,063 | £284,353 | £216,170 | £198,257 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 27 August 2026 | Previous accounting period extended | |||
| 2 February 2026 | Termination of appointment of a director | |||
| 2 February 2026 | Appointment of a director | |||
| 2 February 2026 | Cessation of a person with significant control | |||
| 2 February 2026 | Termination of appointment of a director |
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