Filing status
- Accounts due
- 31 December 2027
- Last accounts
- 31 March 2026
- Conf. stmt due
- 22 September 2027
- Last conf. stmt
- 8 September 2026
Collective Financial Planning Limited
- Incorporated
- 8 February 2012 (14 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Owned by
- Sundip Ramesh Sonpal
- Accounts type
- Total exemption full
- Region
- West Midlands
- Address
- 6 Parkside CourtGreenhough RoadLichfieldWS13 7AU
Officers 1 active
Officer details are public data from the Companies House register.
Director · Appointed 8 February 2012
Also at Openwork Partnership LLP · more companies
British
Born October 1965 (61)
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
British
Born October 1965 (61)
Holdings 1
Companies where Collective Financial Planning Limited is registered as a person with significant control
Owns 75–100% of shares
Dissolved
Financials
Figures from 2025 accounts. Newer accounts, made up to 31 March 2026, are filed but not read yet. See them on Companies House
- Net Assets
- £1,293,868
- Cash
- £1,379,956
- Employees
- 15
- Debt Ratio
- 9%
Trend
Employees
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £34,310 | £6,179 | £3,718 | |||
| Current Assets | £1,379,956 | £1,362,672 | £1,534,415 | £1,330,862 | £841,344 | £422,540 |
| Cash | £1,379,956 | |||||
| Creditors (< 1 year) | £269,352 | £594,893 | £615,273 | £338,469 | £109,411 | |
| Net Current Assets | £1,259,558 | £1,093,320 | £939,522 | £715,589 | £502,875 | £313,129 |
| Net Assets | £1,293,868 | |||||
| Shareholder Funds | £1,099,499 | £943,240 | £715,589 | £502,875 | £313,129 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 28 October 2026 | Confirmation statement with no updates | 8 September 2026 | ||
| 24 August 2026 | Total exemption full accounts | 31 March 2026 | ||
| 11 December 2025 | Total exemption full accounts | 31 March 2025 | ||
| 8 September 2025 | Confirmation statement with no updates | 8 September 2025 | ||
| 31 October 2024 | Micro company accounts | 31 March 2024 |
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