Filing status
- Accounts due
- 31 May 2027
- Last accounts
- 31 August 2025
- Conf. stmt due
- 26 March 2027
- Last conf. stmt
- 12 March 2026
Dune Financial Planning Limited
- Incorporated
- 27 June 2012 (14 years)
- Previously known as
- Simpson Millar Financial Services Limited (until 15 September 2017)This list may be incomplete. See all names on Companies House
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Nicola Ann Hartley
- Owned by
- Accounts type
- Total exemption full
- Region
- Yorkshire
- Address
- 4 Park PlaceLeedsLS1 2RU
Charges
- Total
- 2
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 2
Officers 2 active
Officer details are public data from the Companies House register.
Hartley, Nicola Ann
Director · Appointed 20 May 2022
British
Born September 1985 (41)
Director · Appointed 19 May 2017
British
Born September 1978 (48)
Officer history (9 former)
20 May 2022
Appointed Hartley, Nicola Ann as Director
10 August 2017
Resigned Broadbent, David Edward Spencer as Secretary
10 August 2017
19 May 2017
19 May 2017
28 December 2016
30 September 2016
Appointed Broadbent, David Edward Spencer as Secretary
30 September 2016
30 September 2016
Resigned Gittins, John Anthony as Secretary
30 September 2016
10 November 2015
10 November 2015
10 November 2015
Appointed Gittins, John Anthony as Secretary
10 November 2015
31 July 2014
31 July 2014
31 July 2014
1 July 2013
27 June 2012
27 June 2012
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 29 August 2017
Owns 75–100% of shares
Holds 75–100% of voting rights
Private Limited Company
Reg. no. 10856557
Former controllers (6)
29 August 2017
29 August 2017
Ceased Simpson Millar LLP — Owns 75–100% of shares
10 August 2017
19 May 2017
Ceased Peter Richard Watson — Has significant influence or control
28 December 2016
30 September 2016
Financials
Balance sheet as at 31 August 2025 · total exemption full accounts
- Net Assets
- £139,445
- Cash
- £59,008
- Debt Ratio
- 59%
- Current Ratio
- 1.5x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £98,744 | £128,688 | £1,189 | £2,092 | £1,330 | £1,440 |
| Current Assets | £243,672 | £230,074 | £263,132 | £241,214 | £287,225 | £363,789 |
| Debtors | £184,664 | £196,195 | £207,375 | £109,425 | £197,227 | £125,928 |
| Cash | £59,008 | £33,879 | £55,757 | £131,789 | £89,998 | £237,861 |
| Creditors (< 1 year) | £160,702 | £166,961 | £131,804 | £107,201 | £154,017 | £123,666 |
| Creditors (> 1 year) | £23,269 | £29,884 | ||||
| Net Current Assets | £82,970 | £63,113 | £131,328 | £134,013 | £133,208 | £240,123 |
| Net Assets | £139,445 | £135,517 | ||||
| Shareholder Funds | £139,445 | £135,517 | £132,517 | £136,105 | £134,538 | £241,563 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 29 May 2026 | Total exemption full accounts | 31 August 2025 | ||
| 3 May 2026 | Memorandum and Articles of Association | |||
| 3 May 2026 | Change of share class name or designation | |||
| 3 May 2026 | Resolutions | |||
| 15 April 2026 | Statement of capital following an allotment of shares |
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