Filing status
- Accounts due
- 30 November 2026
- Last accounts
- 28 February 2025
- Conf. stmt due
- 31 March 2027
- Last conf. stmt
- 17 March 2026
Westcar Financial Planning Ltd
- Incorporated
- 27 February 2013 (13 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Alistair Graeme Donald
- Owned by
- Accounts type
- Total exemption full
- Region
- South East
- Address
- 105 Westcar LaneHershamSurreyKT12 5ES
Officers 2 active
Officer details are public data from the Companies House register.
Director · Appointed 31 March 2026
British
Born March 1977 (49)
Donald, Alistair Graeme, Mr.
Director · Appointed 27 February 2013
British
Born August 1975 (51)
Officer history (1 former)
31 March 2026
31 March 2026
Resigned Donald, Carol Elizabeth, Mrs. as Director
27 February 2013
Appointed Donald, Alistair Graeme, Mr. as Director
27 February 2013
Appointed Donald, Carol Elizabeth, Mrs. as Director
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 31 March 2026
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company
Reg. no. 10611211
Former controllers (2)
31 March 2026
Ceased Alistair Graeme Donald — Owns 50–75% of shares
31 March 2026
Ceased Carol Elizabeth Donald — Owns 25–50% of shares
Group structure 4 companies
Ownership group derived from the Companies House PSC register
Lucus Wealth Ltd Owns 75–100% of shares
Timl Ltd Owns 75–100% of shares
Westcar Financial Planning Ltd This company Owns 75–100% of shares
Financials
Balance sheet as at 28 February 2025 · total exemption full accounts
- Net Assets
- £115,923
- Cash
- £65,871
- Employees
- 2
- Current Ratio
- 1.9x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £80,331 | £40,868 | £0 | |||
| Current Assets | £75,091 | £66,226 | £95,171 | £61,014 | £105,314 | £111,432 |
| Debtors | £9,220 | £2,709 | £5,974 | £13,504 | £10,801 | £10,801 |
| Cash | £65,871 | £63,517 | £89,197 | £47,510 | £94,513 | £100,631 |
| Creditors (< 1 year) | £39,499 | £14,484 | £22,695 | £11,496 | £17,630 | £20,487 |
| Net Current Assets | £35,592 | £51,742 | £72,476 | £49,518 | £87,684 | £90,945 |
| Net Assets | £115,923 | £92,610 | £72,476 | £49,518 | £88,283 | £92,971 |
| Shareholder Funds | £72,476 | £49,518 | £88,283 | £92,971 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 9 September 2026 | Previous accounting period shortened | |||
| 7 April 2026 | Termination of appointment of a director | |||
| 7 April 2026 | Appointment of a director | |||
| 7 April 2026 | Notification of a person with significant control | |||
| 7 April 2026 | Cessation of a person with significant control |
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