Filing status
- Accounts due
- 31 May 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 9 September 2027
- Last conf. stmt
- 26 August 2026
R T Financial Planners Limited
- Incorporated
- 26 August 2008 (18 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Owned by
- Accounts type
- Total exemption full
- Region
- South West
- Address
- New Barn Manor Farm Courtyard Southam Lane SouthamCheltenhamGloucestershireGL52 3PB
Charges
- Total
- 2
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 2
Officers 2 active
Officer details are public data from the Companies House register.
British
Born September 1963 (63)
British
Born June 1986 (40)
Officer history (10 former)
31 August 2026
31 August 2026
Resigned Highett, James William as Director
31 August 2026
31 August 2026
31 August 2026
31 August 2025
Resigned Greenwood, Jacalyn as Secretary
12 November 2024
Appointed Highett, James William as Director
6 June 2021
12 June 2020
1 May 2018
29 September 2017
Resigned Ralph, Theresa Anne as Secretary
29 September 2017
Appointed Greenwood, Jacalyn as Secretary
3 January 2017
15 February 2012
31 December 2008
29 August 2008
29 August 2008
Appointed Ralph, Theresa Anne as Secretary
29 August 2008
29 August 2008
26 August 2008
26 August 2008
26 August 2008
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 12 June 2020
Owns 75–100% of shares
Holds 75–100% of voting rights
Limited By Shares
Reg. no. 12606836
Former controllers (2)
12 June 2020
Ceased Jacalyn Greewood — Owns 25–50% of shares
12 June 2020
Financials
Balance sheet as at 31 December 2025 · total exemption full accounts
- Net Assets
- £138,720
- Cash
- £95,154
- Profit Before Tax
- £50,319
- Debt Ratio
- 27%
- Current Ratio
- 3.7x
- Return on Equity
- 28%
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £619 | £805 | £5,105 | £11,788 | £13,196 | £4,999 |
| Current Assets | £188,951 | £140,826 | £160,319 | £288,502 | £348,872 | £387,092 |
| Debtors | £93,797 | £89,279 | £36,119 | £166,399 | £195,085 | £254,989 |
| Cash | £95,154 | £51,547 | £124,200 | £122,103 | £152,853 | £82,563 |
| Creditors (< 1 year) | £50,711 | £21,452 | £45,608 | £138,749 | £71,668 | £80,692 |
| Net Current Assets | £138,240 | £119,374 | £114,711 | £149,753 | £277,204 | £306,400 |
| Net Assets | £138,720 | £119,994 | £118,556 | £159,313 | £288,167 | £310,560 |
| Shareholder Funds | £138,720 | £119,994 | £118,556 | £159,313 | £288,167 | £310,560 |
| Turnover | £698,652 | £729,388 | £902,956 | £892,674 | ||
| Cost of Sales | £57,470 | £40,572 | £35,199 | £40,002 | £76,101 | |
| Gross Profit | £658,080 | £694,189 | £862,954 | £816,573 | ||
| Admin Expenses | £576,786 | £586,221 | £638,977 | £629,522 | £652,512 | £759,102 |
| Operating Profit | £19,103 | £64,667 | £210,442 | £57,471 | ||
| Profit Before Tax | £50,319 | £24,990 | £23,867 | £72,094 | £231,748 | £74,539 |
| Tax | £11,804 | £5,201 | £5,516 | £12,986 | £43,786 | £13,635 |
| Profit for Period | £38,515 | £19,789 | £18,351 | £59,108 | £187,962 | £60,904 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 11 September 2026 | Previous accounting period shortened | |||
| 11 September 2026 | Registered office address changed | |||
| 11 September 2026 | Appointment of a director | |||
| 11 September 2026 | Termination of appointment of a director | |||
| 11 September 2026 | Termination of appointment of a secretary |
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