Filing status
- Accounts due
- 31 March 2027
- Last accounts
- 30 June 2025
- Conf. stmt due
- 23 October 2027
- Last conf. stmt
- 9 October 2026
Opus Independent Financial Planning Limited
- Incorporated
- 5 July 2010 (16 years)
- Previously known as
- Opus Investment Management Limited (until 19 September 2017)Denehall Wealth Management Limited (until 17 February 2014)This list may be incomplete. See all names on Companies House
- Industry
- Financial management (70221)
- Directors
- Benjamin James Rees
- Owned by
- Lee Thomas AxfordBenjamin James Rees
- Accounts type
- Total exemption full
- Region
- West Midlands
- Address
- 1 Coleshill StreetSutton ColdfieldB72 1SD
Charges
- Total
- 1
- Outstanding
- 1
- Part satisfied
- 0
- Satisfied
- 0
Officers 2 active
Officer details are public data from the Companies House register.
Director · Appointed 1 July 2021
British
Born January 1980 (46)
Rees, Benjamin James
Director · Appointed 5 July 2010
British
Born March 1982 (44)
Officer history (6 former)
31 October 2024
Resigned Puddy, Julian Mark as Director
16 August 2023
Resigned White, Simon as Director
1 July 2021
1 July 2021
Appointed White, Simon as Director
1 July 2021
Appointed Puddy, Julian Mark as Director
29 June 2020
27 October 2014
25 September 2012
Resigned Rees, Nicola Faye as Director
1 September 2012
Appointed Rees, Nicola Faye as Director
30 June 2012
Resigned Holmes, Paul as Secretary
30 June 2012
5 July 2010
Appointed Rees, Benjamin James as Director
5 July 2010
Appointed Holmes, Paul as Secretary
5 July 2010
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
British
Born July 1973 (53)
Benjamin James Rees
Individual · Notified 6 April 2016
Owns 25–50% of shares
British
Born March 1982 (44)
Financials
Balance sheet as at 30 June 2025 · total exemption full accounts
- Net Assets
- £436,483
- Cash
- £9,822
- Employees
- 7
- Debt Ratio
- 31%
- Current Ratio
- 0.8x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £493,603 | £605,922 | £661,385 | £755,361 | £741,045 | £480,168 | £420,147 |
| Current Assets | £137,875 | £189,785 | £150,783 | £246,494 | £207,513 | £216,368 | £247,149 |
| Debtors | £128,053 | £121,085 | £129,654 | £135,921 | £130,125 | £122,849 | £194,575 |
| Cash | £9,822 | £68,700 | £21,129 | £110,573 | £77,388 | £93,519 | £52,574 |
| Creditors (< 1 year) | £165,558 | £181,783 | £336,422 | £233,301 | |||
| Creditors (> 1 year) | £29,437 | £98,991 | £148,100 | £610,949 | £560,028 | £436,391 | £497,093 |
| Net Current Assets | (£27,683) | £8,002 | (£185,639) | £13,193 | £164,539 | £101,050 | £171,946 |
| Net Assets | £436,483 | £514,933 | £327,646 | £157,605 | £312,135 | £144,827 | £95,000 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 31 March 2026 | Total exemption full accounts | 30 June 2025 | ||
| 9 October 2025 | Confirmation statement with updates | 9 October 2025 | ||
| 2 April 2025 | Confirmation statement with updates | 28 March 2025 | ||
| 25 November 2024 | Second filing of Confirmation Statement | 29 March 2022 | ||
| 5 November 2024 | Termination of appointment of a director |
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