Filing status
- Accounts due
- 30 April 2028
- Last accounts
- 31 July 2026
- Conf. stmt due
- 17 July 2027
- Last conf. stmt
- 3 July 2026
S W H Financial Planning Limited
- Incorporated
- 13 July 2010 (16 years)
- Industry
- Other activities auxiliary to insurance and pension funding (66290)
- Owned by
- Accounts type
- Micro entity
- Region
- West Midlands
- Address
- Brampton House10 Queen StreetNewcastleST5 1ED
Officers 4 active
Officer details are public data from the Companies House register.
Director · Appointed 22 September 2026
Also at SP Wealth Planning Limited
British
Born May 1979 (47)
British
Born May 1978 (48)
British
Born March 1981 (45)
Yates, Adam
Director · Appointed 22 September 2026
British
Born July 1975 (51)
Officer history (2 former)
22 September 2026
22 September 2026
22 September 2026
22 September 2026
Appointed Yates, Adam as Director
22 September 2026
Resigned Williams, Steven Paul as Director
3 June 2016
13 July 2010
13 July 2010
Appointed Williams, Steven Paul as Director
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 22 September 2026
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Company Limited By Shares
Reg. no. 10506607
Former controllers (1)
22 September 2026
Ceased Steven Paul Williams — Owns 75–100% of shares
Group structure 3 companies
Ownership group derived from the Companies House PSC register
S W H Financial Planning Limited This company Owns 75–100% of shares
SP Wealth Planning Limited Owns 75–100% of shares
Financials
Figures from 2025 accounts. Newer accounts, made up to 31 July 2026, are filed but not read yet. See them on Companies House
- Employees
- 2
- Current Ratio
- 13.6x
Trend
Shareholder Funds
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £1,845 | £2,996 | £773 | £1,031 | £1,375 | |
| Current Assets | £268,157 | £307,712 | £247,948 | £322,901 | £242,893 | |
| Creditors (< 1 year) | £19,676 | £28,789 | £5,615 | £29,017 | £21,341 | |
| Net Current Assets | £278,923 | £242,333 | £293,884 | £221,552 | ||
| Net Assets | £274,849 | £236,036 | £288,365 | |||
| Shareholder Funds | £248,756 | £274,849 | £236,036 | £288,365 | £222,927 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 13 August 2026 | Micro company accounts | 31 July 2026 | ||
| 6 August 2026 | Confirmation statement with updates | 3 July 2026 | ||
| 17 June 2026 | Change of details for a person with significant control | |||
| 18 February 2026 | Micro company accounts | 31 July 2025 | ||
| 7 July 2025 | Confirmation statement with updates | 3 July 2025 |
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