Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 23 September 2027
- Last conf. stmt
- 9 September 2026
SP Wealth Planning Limited
- Incorporated
- 3 December 2014 (11 years)
- Industry
- Financial management (70221)
- Owned by
- Accounts type
- Micro entity
- Region
- North West
- Address
- 557B Liverpool RoadIrlamManchesterM44 6ZT
Officers 4 active
Officer details are public data from the Companies House register.
Director · Appointed 11 November 2025
Also at S W H Financial Planning Limited
British
Born May 1979 (47)
Director · Appointed 11 November 2025
Also at S W H Financial Planning Limited
British
Born May 1978 (48)
British
Born March 1981 (45)
Yates, Adam
Director · Appointed 11 November 2025
British
Born July 1975 (51)
Officer history (3 former)
11 November 2025
11 November 2025
11 November 2025
11 November 2025
Appointed Yates, Adam as Director
11 November 2025
Resigned Payne, Kathleen Margaret as Director
11 November 2025
16 October 2019
Appointed Payne, Kathleen Margaret as Director
26 June 2019
Resigned Payne, Kathleen Margaret as Director
1 February 2017
Appointed Payne, Kathleen Margaret as Director
3 December 2014
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 11 November 2025
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Company Limited By Shares
Reg. no. 10506607
Former controllers (1)
11 November 2025
Group structure 3 companies
Ownership group derived from the Companies House PSC register
S W H Financial Planning Limited Owns 75–100% of shares
SP Wealth Planning Limited This company Owns 75–100% of shares
Financials
Figures from 2024 accounts. Newer accounts, made up to 31 December 2025, are filed but not read yet. See them on Companies House
- Net Assets
- £234,139
- Employees
- 5
- Debt Ratio
- 72%
- Current Ratio
- 1.0x
Trend
Net Assets
Balance sheet detail
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £618,988 | £691,216 | £695,987 | £119,142 | £114,936 | £28,697 |
| Current Assets | £214,740 | £118,077 | £187,847 | £204,069 | £212,425 | £218,104 |
| Debtors | £106,028 | |||||
| Cash | £112,076 | |||||
| Creditors (< 1 year) | £216,270 | £326,220 | £241,888 | £45,860 | £21,631 | £60,510 |
| Creditors (> 1 year) | £383,319 | £287,252 | £408,660 | £72,827 | £92,409 | |
| Net Current Assets | (£1,530) | (£208,143) | (£54,041) | £158,209 | £190,794 | £157,594 |
| Net Assets | £234,139 | £195,821 | £233,286 | £204,524 | £213,321 | |
| Shareholder Funds | £234,139 | £195,821 | £233,286 | £204,524 | £213,321 | £186,291 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 13 November 2025 | Appointment of a director | |||
| 13 November 2025 | Appointment of a director | |||
| 13 November 2025 | Termination of appointment of a director | |||
| 13 November 2025 | Appointment of a director | |||
| 13 November 2025 | Appointment of a director |
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