Website & contact details
- Website
Goodmans Financial Planning Ltd
- Incorporated
- 30 April 2009 (17 years)
- Previously known as
- Perceptive Financial Planning Limited (until 16 June 2011)This list may be incomplete. See all names on Companies House
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Samuel Tomas CapstickLaura Katie MilroyHolly Jade Moody
- Accounts type
- Total exemption full
- Region
- South West
- Address
- 6 Drake CircusPlymouthPL4 8AQ
Filing status
- Accounts due
- 31 January 2028
- Last accounts
- 30 April 2026
- Conf. stmt due
- 22 October 2027
- Last conf. stmt
- 8 October 2026
Charges
- Total
- 1
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 1
Officers 6 active
Officer details are public data from the Companies House register.
Capstick, Samuel Tomas
Director · Appointed 6 February 2026
British
Born April 1991 (35)
Milroy, Laura Katie
Director · Appointed 3 January 2023
British
Born April 1989 (37)
Moody, Holly Jade
Director · Appointed 3 January 2023
British
Born September 1984 (42)
Byworth, David Graham
Director · Appointed 21 January 2022
British
Born November 1981
Byworth, David
Secretary · Appointed 14 October 2020
Moore, Andrew Warner
Director · Appointed 30 April 2009
British
Born May 1971 (55)
Officer history (3 former)
6 February 2026
Appointed Capstick, Samuel Tomas as Director
31 January 2023
Resigned O'Reilly, David Finbarr as Director
3 January 2023
Appointed Milroy, Laura Katie as Director
3 January 2023
Appointed Moody, Holly Jade as Director
21 January 2022
Appointed Byworth, David Graham as Director
14 October 2020
Appointed Byworth, David as Secretary
14 October 2020
Resigned Glendinning, Michelle Rose as Secretary
1 September 2014
Appointed Glendinning, Michelle Rose as Secretary
1 September 2014
Appointed O'Reilly, David Finbarr as Director
30 April 2009
Appointed Moore, Andrew Warner as Director
30 April 2009
30 April 2009
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 11 July 2023
Owns 50–75% of shares
Holds 50–75% of voting rights
Right to appoint and remove directors
Limited
Reg. no. 14765286
Former controllers (2)
8 October 2025
Ceased Andrew Warner Moore — Owns 25–50% of shares
3 January 2023
Ceased David Finbarr O'Reilly — Has significant influence or control (as a firm)
Financials
Balance sheet as at 30 April 2026 · total exemption full accounts
- Net Assets
- £466,883
- Cash
- £439,550
- Debt Ratio
- 47%
- Current Ratio
- 2.0x
Trend
Net Assets
Balance sheet detail
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £106,613 | £94,813 | £132,911 | £201,758 | £174,701 | £131,993 | £113,665 |
| Current Assets | £779,081 | £673,735 | £491,232 | £692,080 | £830,443 | £530,505 | £304,639 |
| Debtors | £339,531 | £277,040 | £270,949 | £266,028 | £515,071 | £266,183 | £226,766 |
| Cash | £439,550 | £396,695 | £220,283 | £426,052 | £315,372 | £264,322 | £77,873 |
| Creditors (< 1 year) | £396,503 | £308,303 | £216,711 | £155,885 | £320,673 | £187,415 | £159,381 |
| Creditors (> 1 year) | £0 | £49,990 | £18,891 | ||||
| Net Current Assets | £382,578 | £365,432 | £274,521 | £536,195 | £509,770 | £343,090 | £145,258 |
| Net Assets | £466,883 | £442,243 | £387,275 | £710,662 | £653,410 | £400,014 | £219,987 |
| Shareholder Funds | £466,883 | £442,243 | £387,275 | £710,662 | £653,410 | £400,014 | £219,987 |
What Goodmans Financial Planning say about themselves
“Get the retirement you want, when you want it. Financial planning that gets you where you want to be.”
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 20 October 2026 | Director's details changed | |||
| 20 October 2026 | Confirmation statement with updates | 8 October 2026 | ||
| 14 July 2026 | Appointment of a director | |||
| 3 July 2026 | Total exemption full accounts | 30 April 2026 | ||
| 20 October 2025 | Cessation of a person with significant control |
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