Filing status
- Accounts due
- 31 January 2027
- Last accounts
- 30 April 2025
- Conf. stmt due
- 11 April 2027
- Last conf. stmt
- 28 March 2026
Cassons Financial Planning Limited
- Incorporated
- 28 March 2012 (14 years)
- Industry
- Activities auxiliary to financial intermediation n.e.c. (66190)
- Directors
- Owned by
- Accounts type
- Total exemption full
- Region
- North West
- Address
- Richmond House 1A Heath RoadHaleAltrinchamWA14 2XP
Charges
- Total
- 1
- Outstanding
- 1
- Part satisfied
- 0
- Satisfied
- 0
Officers 1 active
Officer details are public data from the Companies House register.
Director · Appointed 8 February 2024
British
Born January 1964 (62)
Officer history (6 former)
8 February 2024
8 February 2024
8 February 2024
8 February 2024
Resigned Tice, Colin as Director
8 February 2024
8 February 2024
Resigned Stockton, Nicholas Charles as Director
5 June 2018
Resigned Davenport, John David as Director
3 July 2013
Appointed Davenport, John David as Director
28 March 2012
28 March 2012
Appointed Stockton, Nicholas Charles as Director
28 March 2012
28 March 2012
Appointed Tice, Colin as Director
28 March 2012
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 20 March 2025
Owns 75–100% of shares
Holds 75–100% of voting rights
Limited
Reg. no. 13127830
Former controllers (1)
20 March 2025
Ceased Claret F P H Limited — Owns 75–100% of shares
Group structure 6 companies
Ownership group derived from the Companies House PSC register
Cassons Financial Planning Limited This company Owns 75–100% of shares
Foresight Independent Financial Planning Limited Owns 75–100% of shares
Foresight Wealth Preservation LLP Holds 50–75% of voting rights
Platinum (Sri) Financial Services Ltd Owns 75–100% of shares
Financials
Balance sheet as at 30 April 2025 · total exemption full accounts
- Net Assets
- £44,580
- Cash
- £18,484
- Employees
- 4
- Debt Ratio
- 65%
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2021 | |
|---|---|---|---|---|
| Fixed Assets | £116 | £327 | £434 | £1,704 |
| Current Assets | £126,081 | £160,333 | £387,126 | £321,574 |
| Debtors | £107,597 | £39,594 | £16,499 | £19,081 |
| Cash | £18,484 | £120,739 | £370,627 | £302,493 |
| Creditors (< 1 year) | £75,433 | £124,180 | ||
| Net Current Assets | £44,493 | £71,064 | £311,693 | £197,394 |
| Net Assets | £44,580 | £71,309 | ||
| Shareholder Funds | £312,127 | £199,098 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 27 April 2026 | Notification of a person with significant control | |||
| 27 April 2026 | Cessation of a person with significant control | |||
| 27 April 2026 | Confirmation statement with updates | 28 March 2026 | ||
| 29 January 2026 | Total exemption full accounts | 30 April 2025 | ||
| 31 March 2025 | Confirmation statement with updates | 28 March 2025 |
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