Filing status
- Accounts due
- 31 January 2027
- Last accounts
- 30 April 2025
- Conf. stmt due
- 12 May 2027
- Last conf. stmt
- 28 April 2026
Smith Eliot Financial Management Limited
- Incorporated
- 24 April 2009 (17 years)
- Industry
- Activities of insurance agents and brokers (66220)
- Directors
- Owned by
- Accounts type
- Total exemption full
- Region
- East Midlands
- Address
- Park House37 Clarence StreetLeicesterLE1 3RW
Charges
- Total
- 1
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 1
Officers 2 active
Officer details are public data from the Companies House register.
British
Born January 1973 (53)
Director · Appointed 29 July 2026
British
Born May 1978 (48)
Officer history (5 former)
29 July 2026
29 July 2026
29 July 2026
Resigned Smith, Lisa Johan as Director
29 July 2026
18 January 2024
Resigned Potter, Charlotte as Director
18 January 2024
Resigned Potter, Craig Joseph Anthony as Director
27 July 2021
Appointed Potter, Charlotte as Director
27 July 2021
Appointed Smith, Lisa Johan as Director
3 January 2020
Appointed Potter, Craig Joseph Anthony as Director
3 January 2020
Resigned Smith, Oliver Courtney as Director
30 April 2015
Appointed Smith, Oliver Courtney as Director
24 April 2009
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 29 July 2026
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company
Reg. no. 14216580
Former controllers (3)
29 July 2026
Ceased Lisa Johan Smith — Owns 25–50% of shares
29 July 2026
2 January 2020
Ceased Oliver Courtney Smith — Owns 25–50% of shares
Group structure 3 companies
Ownership group derived from the Companies House PSC register
MJB Financial Planning Ltd Owns 75–100% of shares
Smith Eliot Financial Management Limited This company Owns 75–100% of shares
Financials
Balance sheet as at 30 April 2025 · total exemption full accounts
- Net Assets
- £3,403,712
- Cash
- £56,940
- Debt Ratio
- 27%
- Current Ratio
- 0.4x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Fixed Assets | £4,523,092 | £4,553,911 | £4,578,810 | £4,470,592 | £3,154,006 |
| Current Assets | £160,818 | £266,571 | £355,829 | £373,548 | £432,781 |
| Debtors | £103,878 | £161,582 | £171,836 | £211,448 | £130,350 |
| Cash | £56,940 | £104,989 | £183,993 | £162,100 | £302,431 |
| Creditors (< 1 year) | £413,963 | £418,917 | £348,637 | £348,123 | £130,585 |
| Creditors (> 1 year) | £626,089 | £995,729 | £1,199,344 | £1,315,246 | £258,858 |
| Net Current Assets | (£253,145) | (£152,346) | £7,192 | £25,425 | £302,196 |
| Net Assets | £3,403,712 | £2,695,198 | £2,676,020 | £2,470,133 | £2,486,706 |
| Shareholder Funds | £3,403,712 | £2,695,198 | £2,676,020 | £2,470,133 | £2,486,706 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 11 August 2026 | Memorandum and Articles of Association | |||
| 11 August 2026 | Registered office address changed | |||
| 11 August 2026 | Cessation of a person with significant control | |||
| 11 August 2026 | Notification of a person with significant control | |||
| 11 August 2026 | Termination of appointment of a director |
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