Website & contact details
- Group website
- The site of this company’s group or brand.
Premier Financial Planning Limited
- Incorporated
- 15 September 2008 (18 years)
- Industry
- Activities of insurance agents and brokers (66220)
- Directors
- Alex James Ford Morley
- Owned by
- Accounts type
- Total exemption full
- Region
- West Midlands
- Address
- English Mutual House22The TythingWorcesterWR1 1HD
Filing status
- Accounts due
- 30 June 2027
- Last accounts
- 30 September 2025
- Conf. stmt due
- 29 September 2027
- Last conf. stmt
- 15 September 2026
Officers 2 active
Officer details are public data from the Companies House register.
Morley, Alex James Ford, Mr.
Director · Appointed 27 June 2025
British
Born August 1967 (59)
Director · Appointed 16 September 2008
British
Born January 1970 (56)
Officer history (7 former)
27 June 2025
27 June 2025
27 June 2025
27 June 2025
Appointed Morley, Alex James Ford, Mr. as Director
8 November 2017
1 November 2017
1 November 2017
16 September 2008
16 September 2008
16 September 2008
16 September 2008
Resigned Pemex Services Limited as Corporate Secretary
16 September 2008
Resigned Amersham Services Limited as Corporate Director
16 September 2008
Resigned Pemex Services Limited as Corporate Director
15 September 2008
Appointed Pemex Services Limited as Corporate Secretary
15 September 2008
Appointed Amersham Services Limited as Corporate Director
15 September 2008
Appointed Pemex Services Limited as Corporate Director
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 26 June 2025
Owns 75–100% of shares
Holds 75–100% of voting rights
Private Limited Company
Reg. no. 12631719
Former controllers (2)
26 June 2025
26 June 2025
Group structure 9 companies
Ownership group derived from the Companies House PSC register
Aretian Wealth Management Limited Owns 25–50% of shares
Bespoke-Advice Limited Owns 75–100% of shares
Bloomfield Wealth Management Ltd Owns 75–100% of shares
Cardan (PFP) Ltd Owns 75–100% of shares
Cardan Wealth Management LLP Holds 50–75% of voting rights
Premier Financial Planning Limited This company Owns 75–100% of shares
Woods Financial Management Limited Owns 75–100% of shares
Financials
Balance sheet as at 30 September 2025 · total exemption full accounts
- Cash
- £220,860
- Current Ratio
- 26.0x
Trend
Shareholder Funds
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Current Assets | £308,347 | £270,141 | £244,075 | £234,020 | £209,312 | £205,833 |
| Debtors | £87,487 | £5,677 | £6,377 | £5,545 | £5,123 | £4,159 |
| Cash | £220,860 | £264,464 | £237,698 | £228,475 | £204,189 | £201,674 |
| Creditors (< 1 year) | £11,869 | £7,108 | £3,810 | £6,131 | £3,378 | £10,804 |
| Creditors (> 1 year) | £11,869 | £7,108 | £3,810 | £3,378 | £10,804 | |
| Net Current Assets | £296,478 | £263,033 | £240,265 | £227,889 | £205,934 | £195,029 |
| Shareholder Funds | £296,478 | £263,033 | £240,265 | £227,889 | £205,934 | £195,029 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 17 September 2026 | Confirmation statement with no updates | 15 September 2026 | ||
| 23 June 2026 | Total exemption full accounts | 30 September 2025 | ||
| 3 October 2025 | Cessation of a person with significant control | |||
| 3 October 2025 | Notification of a person with significant control | |||
| 3 October 2025 | Confirmation statement with updates | 15 September 2025 |
Other companies in this industry
London
Huntingdon
Windsor
London
Need accounts figures, ownership or websites for thousands of companies? Bulk data & API →