Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 30 November 2025
- Conf. stmt due
- 6 July 2027
- Last conf. stmt
- 22 June 2026
Morris Financial Planning Limited
- Incorporated
- 22 June 2011 (15 years)
- Previously known as
- Edgar Wealth Management Limited (until 14 July 2011)This list may be incomplete. See all names on Companies House
- Industry
- Other activities auxiliary to insurance and pension funding (66290)
- Directors
- Robert Nicholas Jason Schofield
- Owned by
- Accounts type
- Micro entity
- Region
- Yorkshire
- Address
- Harlow Court Cardale ParkOtley RoadHarrogateHG3 1PU
Charges
- Total
- 2
- Outstanding
- 2
- Part satisfied
- 0
- Satisfied
- 0
Officers 3 active
Officer details are public data from the Companies House register.
Schofield, Robert Nicholas Jason
Director · Appointed 2 April 2026
British
Born September 1962 (64)
Director · Appointed 2 April 2026
British
Born August 1990 (36)
Director · Appointed 2 April 2026
British
Born July 1988 (38)
Officer history (2 former)
2 April 2026
Appointed Schofield, Robert Nicholas Jason as Director
2 April 2026
2 April 2026
2 April 2026
Resigned Morris, Joanne Lisa as Director
2 April 2026
Resigned Morris, Edward as Director
1 December 2023
Appointed Morris, Joanne Lisa as Director
22 June 2011
Appointed Morris, Edward as Director
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 2 April 2026
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Company Limited By Shares
Reg. no. 07445631
Former controllers (2)
2 April 2026
Ceased Joanne Lisa Morris — Owns 25–50% of shares
2 April 2026
Ceased Edward Mark Morris — Owns 25–50% of shares
Group structure 6 companies
Ownership group derived from the Companies House PSC register
Morris Financial Planning Limited This company Owns 75–100% of shares
Schofield Money Limited Owns 75–100% of shares
Schofield Money Advice Limited Owns 75–100% of shares
Schofield Money Investments Limited Owns 75–100% of shares
Schofield Money Planning Limited Owns 75–100% of shares
Financials
Balance sheet as at 30 November 2025 · micro entity accounts
- Net Assets
- £221,431
- Employees
- 5
- Debt Ratio
- 28%
- Current Ratio
- 3.5x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £4,846 | £7,833 | £6,550 | £9,281 | £1,109 | £880 |
| Current Assets | £303,655 | £274,356 | £259,067 | £226,815 | £170,141 | £133,368 |
| Creditors (< 1 year) | £87,070 | £75,699 | £54,674 | £50,137 | £45,847 | |
| Net Current Assets | £216,585 | £204,950 | £199,538 | £209,381 | £160,032 | £87,521 |
| Net Assets | £221,431 | £209,046 | £203,658 | £216,814 | £160,241 | £87,018 |
| Shareholder Funds | £221,431 | £209,046 | £203,658 | £216,814 | £160,241 | £87,018 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 11 August 2026 | Confirmation statement with updates | 22 June 2026 | ||
| 11 August 2026 | Statement of capital following an allotment of shares | |||
| 21 July 2026 | Previous accounting period shortened | |||
| 15 April 2026 | Termination of appointment of a director | |||
| 15 April 2026 | Termination of appointment of a director |
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