Ias Financial Planning Limited

Active08358088 Private limited company
Incorporated
14 January 2013 (13 years)
Industry
Financial intermediation not elsewhere classified (64999)
Activities of insurance agents and brokers (66220)
Accounts type
Total exemption full
Region
Greater London
Address
Rosedale Studios
Rosedale Road
Richmond
TW9 2SX

Filing status

Accounts due
31 December 2026
Last accounts
5 April 2025
Conf. stmt due
20 October 2027
Last conf. stmt
6 October 2026

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 3 June 2026
Also at Awi Services Limited, Isync AI Limited (proposed for strike-off) · more companies
British
Born March 1981 (45)
Officer history (2 former)
3 June 2026
Appointed Pattni, Sachin Dileep as Director
3 June 2026
Resigned Sturgess, Michael Hugh as Director
3 June 2026
Resigned Weston, Neil Anthony as Director
14 January 2013
Appointed Sturgess, Michael Hugh as Director
14 January 2013
Appointed Weston, Neil Anthony as Director

Ownership 1 active

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

Corporate entity · Notified 26 March 2026
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company
Reg. no. 12883060
Former controllers (2)
26 March 2026
Ceased Michael Hugh Sturgess — Owns 25–50% of shares
26 March 2026
Ceased Neil Anthony Weston — Owns 25–50% of shares

Group structure 8 companies

Ownership group derived from the Companies House PSC register

Awi Services Limited Owns 25–50% of shares
Asquire Wealth Management Limited Owns 75–100% of shares
Q.I. Financial Planning Limited Owns 75–100% of shares
Stratos Technology Limited Owns 50–75% of shares
Cade and Co LLP Holds 75–100% of voting rights
Ias Financial Planning Limited This company Owns 75–100% of shares
Quorum Capital Limited Owns 75–100% of shares

Financials

Balance sheet as at 5 April 2025 · total exemption full accounts

Net Assets
£1,653,444
Cash
£1,820,376
Employees
4
Current Ratio
10.9x

Trend

Net Assets
£0 £500k £1.0M £1.5M £2.0M 2020 2021 2022 2023 2024 2025 £549,945 £766,017 £1,073,027 £1,275,192 £1,396,130 £1,653,444
Balance sheet detail
202520242023202220212020
Current Assets£1,820,376£1,527,109£1,389,282£1,193,804£864,763£642,719
Debtors£0£603
Cash£1,820,376£1,527,109£1,389,282£1,193,201£864,763£642,719
Creditors (< 1 year)£166,932£130,979£114,090£120,777£98,746£92,774
Net Current Assets£1,653,444£1,396,130£1,275,192£1,073,027£766,017£549,945
Net Assets£1,653,444£1,396,130£1,275,192£1,073,027£766,017£549,945
Shareholder Funds£1,653,444£1,396,130£1,275,192£1,073,027£766,017£549,945

Filings

Recent filings only. See the full history on Companies House

Show all recent filings

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