Filing status
- Accounts due
- 31 August 2027
- Last accounts
- 30 November 2025
- Conf. stmt due
- 8 April 2027
- Last conf. stmt
- 25 March 2026
True CFP Limited
- Incorporated
- 15 November 2006 (19 years)
- Previously known as
- True Financial Planning Limited (until 15 February 2013)Pierce Wealth Management Limited (until 15 September 2011)True Financial Planning Limited (until 29 July 2011)Earlier: Pierce Wealth Management LimitedThis list may be incomplete. See all names on Companies House
- Industry
- Financial intermediation not elsewhere classified (64999) Activities auxiliary to financial intermediation n.e.c. (66190)Other activities auxiliary to insurance and pension funding (66290)
- Directors
- Julia Bentham
- Owned by
- Julia BenthamSimon John Baxendale
- Accounts type
- Total exemption full
- Region
- North West
- Address
- 5 St Marys PlaceBuryBL9 0DZ
Officers 2 active
Officer details are public data from the Companies House register.
Director · Appointed 30 November 2009
British
Born December 1962 (63)
Bentham, Julia
Director · Appointed 15 August 2008
British
Born June 1972 (54)
Officer history (7 former)
26 April 2010
30 November 2009
30 November 2009
22 July 2009
22 July 2009
20 November 2008
20 November 2008
15 August 2008
Appointed Bentham, Julia as Director
30 July 2008
15 November 2006
15 November 2006
15 November 2006
15 November 2006
15 November 2006
15 November 2006
15 November 2006
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
Julia Bentham
Individual · Notified 27 January 2020
Owns 25–50% of shares
British
Born June 1972 (54)
British
Born December 1962 (63)
Financials
Figures from 2024 accounts. Newer accounts, made up to 30 November 2025, are filed but not read yet. See them on Companies House
- Net Assets
- £107,673
- Employees
- 7
- Debt Ratio
- 70%
- Current Ratio
- 1.1x
Trend
Net Assets
Balance sheet detail
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £33,519 | £41,674 | £50,961 | £3,379 | £6,818 | £10,723 |
| Current Assets | £330,568 | £398,263 | £402,702 | £515,931 | £306,252 | £294,436 |
| Creditors (< 1 year) | £291,302 | £256,913 | £177,867 | £290,613 | £201,698 | £184,319 |
| Creditors (> 1 year) | £0 | £93,967 | £200,417 | £148,802 | £50,000 | £41,954 |
| Net Current Assets | £79,043 | £166,375 | £260,464 | £247,119 | £128,563 | £131,402 |
| Net Assets | £107,673 | £105,402 | £102,938 | £94,999 | £77,935 | £71,877 |
| Shareholder Funds | £107,673 | £105,402 | £102,938 | £94,999 | £77,935 | £71,877 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 24 August 2026 | Total exemption full accounts | 30 November 2025 | ||
| 3 June 2026 | Change of details for a person with significant control | |||
| 25 March 2026 | Confirmation statement with updates | 25 March 2026 | ||
| 26 August 2025 | Micro company accounts | 30 November 2024 | ||
| 18 June 2025 | Confirmation statement with no updates | 4 June 2025 |
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