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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 July 2025 · total exemption full accounts
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £184,222 | £199,537 | £219,518 | £136,814 | £41,714 | £48,247 |
| Current Assets | £111,271 | £139,105 | £182,630 | £176,589 | £207,324 | £119,002 |
| Debtors | £1,163 | £27,121 | £52,913 | £6,660 | £8,004 | £1,257 |
| Cash | £110,108 | £111,984 | £129,717 | £169,929 | £199,320 | £117,745 |
| Creditors (< 1 year) | £102,152 | £62,302 | £66,067 | £62,184 | £75,674 | £49,576 |
| Creditors (> 1 year) | £55,422 | £75,693 | ||||
| Net Current Assets | £9,119 | £76,803 | £116,563 | £114,405 | £131,650 | £69,426 |
| Net Assets | £178,393 | £202,165 | £238,267 | £250,238 | £172,466 | £116,697 |
| Shareholder Funds | £178,393 | £202,165 | £238,267 | £250,238 | £172,466 | £116,697 |
“IFA and Pension Transfer Specialist offering tailored Independent Financial Advice & Retirement Wealth Management services. UK wide, based in Southampton, Hampshire.”
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 12 January 2026 | Confirmation statement with no updates | 1 December 2025 | ||
| 28 October 2025 | Total exemption full accounts | 31 July 2025 | ||
| 22 January 2025 | Total exemption full accounts | 31 July 2024 | ||
| 16 December 2024 | Confirmation statement with no updates | 1 December 2024 | ||
| 26 April 2024 | Total exemption full accounts | 31 July 2023 |
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