Filing status
- Accounts due
- 29 February 2028
- Last accounts
- 31 May 2026
- Conf. stmt due
- 1 October 2027
- Last conf. stmt
- 17 September 2026
Athena Wealth Planning Limited
- Incorporated
- 16 June 2014 (12 years)
- Industry
- Other professional, scientific and technical activities n.e.c. (74909)
- Directors
- Caroline Elisabeth Devonshire
- Owned by
- Caroline Elisabeth Devonshire
- Accounts type
- Total exemption full
- Region
- South East
- Address
- Oyster Hill Forge Clay LaneHeadleyEpsomKT18 6JX
Charges
- Total
- 1
- Outstanding
- 1
- Part satisfied
- 0
- Satisfied
- 0
Officers 2 active
Officer details are public data from the Companies House register.
British,Irish
Born August 1977 (49)
Devonshire, Caroline Elisabeth
Director · Appointed 16 June 2014
British
Born January 1975 (51)
Officer history (1 former)
23 October 2023
1 June 2023
16 June 2014
Appointed Devonshire, Caroline Elisabeth as Director
16 June 2014
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Caroline Elisabeth Devonshire
Individual · Notified 6 April 2016
Owns 25–50% of shares
Holds 25–50% of voting rights
British
Born January 1975 (51)
Former controllers (1)
12 May 2025
Financials
Figures from 2025 accounts. Newer accounts, made up to 31 May 2026, are filed but not read yet. See them on Companies House
- Net Assets
- £335,505
- Cash
- £374,167
- Employees
- 9
- Debt Ratio
- 27%
- Current Ratio
- 3.7x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £0 | £881 | £20,634 | £33,482 | £55,856 | £77,278 |
| Current Assets | £458,087 | £276,478 | £255,359 | £247,268 | £200,710 | |
| Debtors | £83,920 | £12,000 | £45,000 | |||
| Cash | £374,167 | £264,478 | £210,359 | £247,268 | £200,710 | £232,908 |
| Creditors (< 1 year) | £122,582 | £87,720 | £95,483 | £101,022 | £113,704 | £121,344 |
| Net Current Assets | £335,505 | £188,758 | £159,876 | £146,246 | £87,006 | £111,564 |
| Net Assets | £335,505 | £189,639 | £180,510 | £179,728 | £142,862 | £188,842 |
| Shareholder Funds | £335,505 | £189,639 | £180,510 | £179,728 | £142,862 | £188,842 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 5 November 2026 | Total exemption full accounts | 31 May 2026 | ||
| 17 September 2026 | Confirmation statement with updates | 17 September 2026 | ||
| 14 July 2026 | Confirmation statement with updates | 9 July 2026 | ||
| 16 July 2025 | Total exemption full accounts | 31 May 2025 | ||
| 15 July 2025 | Confirmation statement with updates | 9 July 2025 |
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