Filing status
- Accounts due
- 30 June 2026
- Last accounts
- 30 April 2024
- Conf. stmt due
- 14 March 2027
- Last conf. stmt
- 28 February 2026
Whitechurch Financial Planning Limited
- Incorporated
- 23 March 2012 (14 years)
- Industry
- Dormant Company (99999)
- Owned by
- Accounts type
- Micro entity
- Region
- South East
- Address
- C/o Freeths LLP 3rd FloorNorthgate House450-500 Silbury BoulevardMilton KeynesMK9 2AD
Officers 2 active
Officer details are public data from the Companies House register.
Director · Appointed 18 October 2024
British
Born November 1968
Director · Appointed 18 October 2024
Irish
Born July 1970 (56)
Officer history (2 former)
18 October 2024
18 October 2024
18 October 2024
Resigned Roche, Isabel as Director
18 October 2024
31 March 2013
Appointed Roche, Isabel as Director
23 March 2012
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 18 October 2024
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company
Reg. no. 13787580
Former controllers (2)
18 October 2024
Ceased Isobel Roche — Owns 25–50% of shares
18 October 2024
Group structure 29 shown
Ownership group derived from the Companies House PSC register
Ashley Phillips Limited Owns 75–100% of shares
Beaufort Financial (Forth Valley) Ltd Owns 75–100% of shares
Beaufort Financial Planning (North West) Limited Owns 75–100% of shares
Beaufort Financial Planning (Three Counties) Ltd Owns 75–100% of shares
David Pinder Wealth Management Limited Owns 75–100% of shares
Finli (Client Assets) Limited Owns 75–100% of shares
Finli (FLP) Holdings Ltd Owns 75–100% of shares
Finli (FLP) Ltd Owns 75–100% of shares
Finli (GPH) Ltd Owns 75–100% of shares
Finli (GPC) Ltd Owns 75–100% of shares
Finli (GPGFS) Ltd Owns 75–100% of shares
Finli (G&P) Ltd Owns 75–100% of shares
Finli (Gpherts) Ltd Owns 75–100% of shares
Finli (GPS) Ltd Owns 75–100% of shares
Finli (Kent) Limited Owns 75–100% of shares
Finli (Westerham) LLP Holds 50–75% of voting rights
Goat's Garden Limited Owns 75–100% of shares
H H Wealth Limited Owns 75–100% of shares
Finli (PDB) Ltd Owns 75–100% of shares
Finli (Scotland) Limited Has significant influence or control
Finli (Orkney) Limited Owns 75–100% of shares
Finli (Thames Valley) Ltd Owns 75–100% of shares
Finli Limited Owns 75–100% of shares
Ian O'Brien Limited Owns 75–100% of shares
Whitechurch Financial Planning Limited This company Owns 75–100% of shares
Financials
Balance sheet as at 30 April 2024 · micro entity accounts
- Net Assets
- £134,878
- Employees
- 2
- Current Ratio
- 3.1x
Trend
Net Assets
Balance sheet detail
| 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|
| Fixed Assets | £0 | £20,000 | £20,000 | £20,000 | |
| Current Assets | £198,359 | £182,329 | £172,633 | £144,041 | £122,706 |
| Creditors (< 1 year) | £63,481 | £54,737 | £59,022 | £51,391 | £49,487 |
| Net Current Assets | £134,878 | £127,592 | £113,611 | £92,650 | £73,219 |
| Net Assets | £134,878 | £127,592 | £133,611 | £112,650 | £93,219 |
| Shareholder Funds | £134,878 | £127,592 | £133,611 | £112,650 | £93,219 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 19 October 2026 | Other filing | |||
| 19 October 2026 | Other filing | |||
| 19 October 2026 | Accounts filing | |||
| 6 July 2026 | Other filing | |||
| 6 July 2026 | Other filing |
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