Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 4 December 2025
- Conf. stmt due
- 2 March 2027
- Last conf. stmt
- 16 February 2026
Soderberg & Partners Financial Planning Limited
- Incorporated
- 16 February 2015 (11 years)
- Previously known as
- Abc Financial Planning Limited (until 29 January 2026)This list may be incomplete. See all names on Companies House
- Industry
- Activities of insurance agents and brokers (66220)
- Directors
- Tom Dudley
- Accounts type
- Small
- Region
- South West
- Address
- One Temple QuayTemple Back EastBristolBS1 6DZ
Officers 3 active
Officer details are public data from the Companies House register.
Director · Appointed 4 December 2025
British
Born October 1966 (60)
Dudley, Tom
Director · Appointed 4 December 2025
British
Born June 1978 (48)
Director · Appointed 4 December 2025
Swedish
Born September 1971 (55)
Officer history (3 former)
4 December 2025
4 December 2025
Appointed Dudley, Tom as Director
4 December 2025
4 December 2025
Resigned Robinson, Paul as Director
8 August 2023
Appointed Robinson, Paul as Director
8 August 2023
Resigned Sharpley, Robert Charles as Secretary
8 August 2023
Resigned Sharpley, Robert Charles as Director
16 February 2015
Appointed Sharpley, Robert Charles as Secretary
16 February 2015
Appointed Sharpley, Robert Charles as Director
Ownership 0 active
People and entities with significant control, from the Companies House PSC register
The company has declared that it has no person with significant control.
Holdings 1
Companies where Soderberg & Partners Financial Planning Limited is registered as a person with significant control
Owns 25–50% of shares
Active
Former controllers (2)
4 December 2025
Ceased Moneyweb Limited — Owns 75–100% of shares
8 August 2023
Ceased Robert Charles Sharpley — Owns 75–100% of shares
Financials
Figures from 2024 accounts. Newer accounts, made up to 4 December 2025, are filed but not read yet. See them on Companies House
- Cash
- £22,677
Trend
Shareholder Funds
Balance sheet detail
| 2024 | 2023 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £0 | £720 | ||||
| Cash | £22,677 | £15,043 | £33,913 | £62,089 | £38,875 | £16,577 |
| Creditors (< 1 year) | £23,641 | £13,497 | £44,595 | £55,930 | £54,553 | £52,768 |
| Net Current Assets | (£964) | £1,546 | (£10,682) | £6,159 | (£15,678) | (£36,191) |
| Net Assets | (£9,962) | £6,159 | (£15,678) | (£36,191) | ||
| Shareholder Funds | (£964) | £1,546 | (£9,962) | £6,159 | (£15,678) | (£36,191) |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 10 September 2026 | Current accounting period extended | |||
| 9 September 2026 | Resolutions | |||
| 2 September 2026 | Statement of capital following an allotment of shares | |||
| 24 July 2026 | Accounts for a small company | 4 December 2025 | ||
| 30 March 2026 | Statement of capital following an allotment of shares |
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