Website & contact details
- Group website
- The site of this company’s group or brand.
Perspective (South West) Limited
- Incorporated
- 18 May 2010 (16 years)
- Previously known as
- Perspective (Gould Financial Planning) Limited (until 1 May 2026)Gould Financial Planning Limited (until 15 March 2023)Kilsby Williams & Gould Limited (until 27 June 2016)Earlier: Kilsby Financial Planning LimitedThis list may be incomplete. See all names on Companies House
- Industry
- Financial intermediation not elsewhere classified (64999)
- Owned by
- Accounts type
- Audit exemption subsidiary
- Region
- North West
- Address
- Lancaster House Ackhurst Business ParkFoxhole RoadChorleyPR7 1NY
Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 1 June 2027
- Last conf. stmt
- 18 May 2026
Officers 4 active
Officer details are public data from the Companies House register.
Director · Appointed 13 March 2023
British
Born May 1981 (45)
Director · Appointed 13 March 2023
British
Born March 1974 (52)
Hesketh, David John Philip
Secretary · Appointed 13 March 2023
Director · Appointed 13 March 2023
British
Born November 1970
Officer history (7 former)
15 May 2026
Resigned Coomer, Hollie Jade as Director
7 July 2025
Resigned Gait, Andrew Jonathan as Director
13 March 2023
13 March 2023
13 March 2023
Appointed Hesketh, David John Philip as Secretary
13 March 2023
13 March 2023
Resigned Newman, Rhonda Elizabeth as Director
13 March 2023
13 March 2023
Resigned Redman, Mark Anthony as Director
21 January 2019
Resigned Haines, Richard Benjamin as Director
2 January 2019
Appointed Coomer, Hollie Jade as Director
1 January 2017
Appointed Newman, Rhonda Elizabeth as Director
2 February 2015
Appointed Haines, Richard Benjamin as Director
2 February 2015
Appointed Redman, Mark Anthony as Director
4 November 2014
1 December 2010
18 May 2010
18 May 2010
Appointed Gait, Andrew Jonathan as Director
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 13 March 2023
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Company Limited By Shares
Reg. no. 05091707
Former controllers (2)
13 March 2023
Ceased Andrew Jonathan Gait — Owns 25–50% of shares
13 March 2023
Group structure 21 shown
Ownership group derived from the Companies House PSC register
Cambridge Investments Limited Owns 75–100% of shares
PFM Group Limited Owns 75–100% of shares
A to Z Financial Planning Limited Owns 75–100% of shares
A.R.D. Consultancy Limited Owns 75–100% of shares
Accord Financial Management Limited Owns 75–100% of shares
Airedale PFS Limited Owns 75–100% of shares
Anglin Associates Limited Owns 75–100% of shares
Avon Financial Advisers Limited Owns 75–100% of shares
Ayp Financial Planning Limited Owns 75–100% of shares
Beanland Financial Services Limited Owns 75–100% of shares
Belper Independent Financial Solutions Limited Owns 75–100% of shares
BLM Partnership Limited Owns 75–100% of shares
Bowman Financial Planning Limited Owns 75–100% of shares
Carlton Smith Asset Protection Limited Owns 75–100% of shares
Chambers & Co (Chelmsford) Limited Owns 75–100% of shares
Chapter Wealth Management Ltd Owns 75–100% of shares
Charles Reynolds & Associates Limited Owns 75–100% of shares
Charles Reynolds & Associates (Independent Financial Advisers) Limited Owns 75–100% of shares
Perspective (South West) Limited This company Owns 75–100% of shares
Vista Platform Services Ltd Owns 75–100% of shares
Financials
Figures from 2022 accounts. Newer accounts, made up to 31 December 2025, are filed but not read yet. See them on Companies House
- Net Assets
- £914,715
- Cash
- £468,897
- Employees
- 16
- Debt Ratio
- 15%
- Current Ratio
- 4.6x
Trend
Net Assets
Balance sheet detail
| 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|
| Fixed Assets | £368,643 | £417,959 | £466,534 | £510,435 |
| Current Assets | £702,561 | £579,739 | £374,511 | £333,546 |
| Debtors | £233,664 | £233,103 | £208,073 | £234,433 |
| Cash | £468,897 | £346,636 | £166,438 | £99,113 |
| Creditors (< 1 year) | £154,329 | £202,146 | £207,906 | £249,719 |
| Creditors (> 1 year) | £72,132 | |||
| Net Current Assets | £548,232 | £377,593 | £166,605 | £83,827 |
| Net Assets | £914,715 | £792,313 | £630,013 | £520,073 |
| Shareholder Funds | £914,715 | £792,313 | £630,013 | £520,073 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 15 August 2026 | Audit exemption subsidiary accounts | 31 December 2025 | ||
| 15 August 2026 | Other filing | |||
| 15 August 2026 | Other filing | |||
| 15 August 2026 | Accounts filing | |||
| 21 June 2026 | Confirmation statement with updates | 18 May 2026 |
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