Filing status
- Accounts due
- 28 February 2027
- Last accounts
- 31 May 2025
- Conf. stmt due
- 28 September 2027
- Last conf. stmt
- 14 September 2026
Grovesend Financial Planning Limited
- Incorporated
- 14 September 2007 (19 years)
- Industry
- Activities auxiliary to financial intermediation n.e.c. (66190)
- Directors
- Lynne Ellen Wheeler
- Owned by
- Richard David Wheeler
- Accounts type
- Total exemption full
- Region
- South West
- Address
- GrovesendWeek OrchardMarhamchurchEX23 0HT
Charges
- Total
- 2
- Outstanding
- 2
- Part satisfied
- 0
- Satisfied
- 0
Officers 3 active
Officer details are public data from the Companies House register.
Wheeler, Lynne Ellen
Director · Appointed 22 September 2016
British
Born March 1969 (57)
Wheeler, Lynne Ellen
Secretary · Appointed 30 September 2007
British
Director · Appointed 30 September 2007
Also at Wheatley Ifa Limited (proposed for strike-off), Morgans Independent Financial Advisers Limited, RFC Financial Services Ltd · more companies
British
Born December 1970 (55)
Officer history (2 former)
22 September 2016
Appointed Wheeler, Lynne Ellen as Director
30 September 2007
Appointed Wheeler, Lynne Ellen as Secretary
30 September 2007
18 September 2007
18 September 2007
14 September 2007
14 September 2007
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Individual · Notified 6 April 2016
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
British
Born December 1970 (55)
Holdings 2
Companies where Grovesend Financial Planning Limited is registered as a person with significant control
Owns 75–100% of shares
Active
Owns 75–100% of shares
Active
Former controllers (1)
9 February 2024
Ceased Lynne Ellen Wheeler — Owns 25–50% of shares
Financials
Balance sheet as at 31 May 2025 · total exemption full accounts
- Net Assets
- £1,118,244
- Cash
- £24,204
- Employees
- 2
- Debt Ratio
- 13%
- Current Ratio
- 17.8x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £142,777 | £170,032 | £464,664 | £481,010 | £365,022 | £81,047 | £48,883 |
| Current Assets | £1,139,443 | £1,220,684 | £75,976 | £54,681 | £88,771 | £97,403 | £61,089 |
| Debtors | £1,115,239 | £919,362 | £63,273 | £54,681 | £57,642 | £25,569 | £25,949 |
| Cash | £24,204 | £301,322 | £12,703 | £0 | £31,129 | £71,834 | £35,140 |
| Creditors (< 1 year) | £64,164 | £149,006 | £281,769 | £287,238 | £117,717 | £67,896 | £44,225 |
| Creditors (> 1 year) | £98,691 | £80,510 | £102,229 | £143,244 | £278,626 | £56,422 | £17,069 |
| Net Current Assets | £1,075,279 | £1,071,678 | (£205,793) | (£232,557) | (£28,946) | £29,507 | £16,864 |
| Net Assets | £1,118,244 | £1,159,213 | £154,586 | £103,268 | £56,306 | £52,629 | £47,281 |
| Shareholder Funds | £1,118,244 | £1,159,213 | £154,586 | £103,268 | £56,306 | £52,629 | £47,281 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 16 February 2026 | Total exemption full accounts | 31 May 2025 | ||
| 17 September 2025 | Confirmation statement with updates | 14 September 2025 | ||
| 11 February 2025 | Total exemption full accounts | 31 May 2024 | ||
| 3 February 2025 | Change of share class name or designation | |||
| 3 February 2025 | Resolutions |
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