Website & contact details
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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 30 June 2025 · total exemption full accounts
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £669,664 | £406,364 | £439,789 | £240,944 | £192,783 | £94,986 | £253,626 |
| Current Assets | £262,764 | £414,915 | £396,126 | £515,687 | £560,850 | £439,243 | £257,058 |
| Debtors | £21,057 | £209,994 | £164,513 | £247,021 | £236,587 | £209,219 | £108,414 |
| Cash | £241,707 | £204,921 | £231,613 | £268,666 | £324,263 | £230,024 | £148,644 |
| Creditors (< 1 year) | £348,430 | £250,067 | £165,978 | £173,263 | £161,060 | £147,364 | £98,249 |
| Creditors (> 1 year) | £185,328 | £230,514 | £252,264 | £95,832 | £61,000 | ||
| Net Current Assets | (£85,666) | £164,848 | £230,148 | £342,424 | £399,790 | £291,879 | £158,809 |
| Net Assets | £398,670 | £340,698 | £417,673 | £487,536 | £531,573 | ||
| Shareholder Funds | £398,670 | £340,698 | £417,673 | £487,536 | £531,573 | £386,865 | £412,435 |
“Independent, whole-of-market Chartered Financial Planners in Market Deeping and Bourne. Advice on pensions, investments, mortgages and estate planning.”
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 21 April 2026 | Confirmation statement with no updates | 21 April 2026 | ||
| 26 March 2026 | Total exemption full accounts | 30 June 2025 | ||
| 15 July 2025 | Memorandum and Articles of Association | |||
| 15 July 2025 | Resolutions | |||
| 29 April 2025 | Confirmation statement with no updates | 21 April 2025 |
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