Lawlerdavis Independent Financial Planners Limited

Active07819284 Private limited company
Incorporated
21 October 2011 (15 years)
Industry
Financial management (70221)
Accounts type
Micro entity
Region
East Midlands
Address
Sovereign Place
20 The Point
Market Harborough
LE16 7QU

Filing status

Accounts due
31 December 2026
Last accounts
31 December 2025
Conf. stmt due
4 November 2027
Last conf. stmt
21 October 2026

Officers 2 active

Officer details are public data from the Companies House register.

Director · Appointed 31 March 2026
British
Born December 1962 (63)
Director · Appointed 21 October 2011
British
Born March 1972 (54)
Officer history (2 former)
31 March 2026
Appointed Cogman-Hellier, Simon Mark as Director
31 March 2026
Resigned Lawler, John as Secretary
1 January 2024
Appointed Lawler, John as Secretary
3 November 2022
Resigned Davis, Colin Stewart as Director
21 October 2011
Appointed Lawler, Sarah Denise as Director
21 October 2011
Appointed Davis, Colin Stewart as Director

Ownership 1 active

People and entities with significant control, from the Companies House PSC register

Corporate entity · Notified 7 November 2022
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company
Reg. no. 13799752
Former controllers (2)
7 November 2022
Ceased Sarah Denise Lawler — Owns 25–50% of shares
7 November 2022
Ceased Colin Stewart Davis — Owns 25–50% of shares

Group structure 11 companies

Ownership group derived from the Companies House PSC register

CBK (Swansea) Limited DissolvedOwns 75–100% of shares
Century Law Limited Owns 75–100% of shares
Lawlerdavis Holdco Limited Owns 75–100% of shares
Lawlerdavis Independent Financial Planners Limited This company Owns 75–100% of shares
Newman Cozens Holdings Limited Owns 75–100% of shares
Newman Cozens Limited Owns 75–100% of shares
Radiant Central Services Limited Owns 75–100% of shares
Radiant Financial Planning Limited Owns 75–100% of shares
Seven Bridges IM Ltd Status not confirmedOwns 75–100% of shares
Simple Financial Services Limited Owns 75–100% of shares

Financials

Balance sheet as at 31 December 2025 · micro entity accounts

Net Assets
£109,346
Debt Ratio
54%
Current Ratio
1.8x

Trend

Net Assets
£0 £200k £400k 2019 2020 2021 2022 2024 2025 £149,595 £174,088 £218,058 £101,433 £90,006 £109,346
Balance sheet detail
2025202420232022202120202019
Fixed Assets£52,298£60,702£71,998£24,104£24,998£28,515£36,209
Current Assets£184,377£161,747£150,849£129,674£254,411£197,712£158,559
Creditors (< 1 year)£100,850£101,362£75,641£60,562£67,457£58,635£52,660
Creditors (> 1 year)£30,408£36,728£42,048
Net Current Assets£87,456£66,032£77,329£193,060£145,573£113,386
Net Assets£109,346£90,006£101,433£218,058£174,088£149,595
Shareholder Funds£109,346£90,006£110,640£101,433£218,058£174,088£149,595

Filings

Recent filings only. See the full history on Companies House

Show all recent filings

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