Filing status
- Accounts due
- 29 June 2027
- Last accounts
- 30 November 2025
- Conf. stmt due
- 26 November 2026
- Last conf. stmt
- 12 November 2025
Upper Street Financial Planning Limited
- Incorporated
- 17 November 2015 (10 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Owned by
- Accounts type
- Total exemption full
- Region
- South West
- Address
- Sturminster HouseMarket PlaceSturminster NewtonDT10 1AS
Officers
This list may be incomplete. See all officers on Companies House
Officer details are public data from the Companies House register.
Indigo Corporate Secretary Limited
Corporate Secretary · Appointed 30 September 2026
Officer history (1 former)
30 September 2026
Appointed Indigo Corporate Secretary Limited as Corporate Secretary
30 September 2026
Resigned Cotton, Alexandra Carolyn as Secretary
1 September 2016
Appointed Cotton, Alexandra Carolyn as Secretary
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 30 September 2026
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Limited By Shares
Reg. no. 15996088
Former controllers (1)
30 September 2026
Ceased Timothy Charles Cotton — Owns 75–100% of shares
Financials
Figures from 2024 accounts. Newer accounts, made up to 30 November 2025, are filed but not read yet. See them on Companies House
- Net Assets
- £21,137
- Cash
- £36,529
- Employees
- 2
- Debt Ratio
- 49%
Trend
Net Assets
Balance sheet detail
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £1,194 | £1,591 | £1,520 | £2,027 | £474 | £632 |
| Current Assets | £40,649 | £32,243 | £25,329 | £32,343 | £42,612 | £48,136 |
| Debtors | £4,120 | £1,996 | £1,861 | £1,010 | £3,940 | £2,695 |
| Cash | £36,529 | £30,247 | £23,468 | £31,333 | £38,672 | £45,441 |
| Net Current Assets | £19,943 | £15,373 | £12,820 | £21,213 | £30,924 | £34,266 |
| Net Assets | £21,137 | £16,964 | £14,340 | £23,240 | £31,398 | £34,898 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 3 November 2026 | Termination of appointment of a secretary | |||
| 3 November 2026 | Appointment of a secretary | |||
| 3 November 2026 | Cessation of a person with significant control | |||
| 3 November 2026 | Notification of a person with significant control | |||
| 25 August 2026 | Total exemption full accounts | 30 November 2025 |
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