Filing status
- Accounts due
- 29 January 2027
- Last accounts
- 29 October 2024
- Conf. stmt due
- 3 March 2027
- Last conf. stmt
- 17 February 2026
True Wealth Planning Solutions Limited
- Incorporated
- 18 February 2016 (10 years)
- Industry
- Activities of financial services holding companies (64205)
- Owned by
- Accounts type
- Total exemption full
- Region
- South West
- Address
- The Apex Brest Road Derriford Business ParkDerrifordPlymouthPL6 5FL
Officers
Not loaded yet. See them on Companies House
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 30 October 2024
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Limited By Shares
Reg. no. 07882873
Former controllers (2)
30 October 2024
Ceased Timothy Peter Crew — Owns 25–50% of shares
30 October 2024
Ceased John Baxter — Owns 25–50% of shares
Group structure 17 shown
Ownership group derived from the Companies House PSC register
Cutter & Co Financial Planning Limited Owns 75–100% of shares
Destination Financial Planning Limited Owns 75–100% of shares
Flowers McEwan Limited Owns 75–100% of shares
Law Society (NI) Financial Advice Limited Owns 75–100% of shares
Lee Strathy Limited Owns 75–100% of shares
London Wall Partners LLP Holds 75–100% of voting rights
Navigator Financial Planning Limited Owns 75–100% of shares
Succession Employee Benefit Solutions Limited Owns 75–100% of shares
Tag Financial Planning Limited Owns 75–100% of shares
True Wealth Planning Solutions Limited This company Owns 75–100% of shares
Financials
Balance sheet as at 29 October 2024 · total exemption full accounts
- Net Assets
- £535,593
- Cash
- £244,649
- Employees
- 47
- Debt Ratio
- 83%
- Current Ratio
- 1.0x
Trend
Net Assets
Balance sheet detail
| 2024 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Fixed Assets | £2,421,544 | £2,446,856 | £2,348,105 | £2,694,587 | |
| Current Assets | £821,215 | £556,323 | £1,491,397 | £846,768 | |
| Debtors | £576,566 | £483,737 | £610,678 | £820,836 | |
| Cash | £244,649 | £72,586 | £880,719 | £25,932 | |
| Creditors (< 1 year) | £847,821 | £763,938 | £438,765 | £168,287 | £836,376 |
| Creditors (> 1 year) | £1,859,345 | £2,188,914 | £1,213,066 | £1,908,035 | £45,833 |
| Net Current Assets | (£26,606) | (£207,615) | £1,323,110 | £10,392 | |
| Net Assets | £535,593 | £50,327 | £532,574 | £981,724 | |
| Shareholder Funds | £535,593 | £50,327 | £532,574 | £981,724 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 16 August 2026 | Other filing | |||
| 16 August 2026 | Other filing | |||
| 16 August 2026 | Accounts filing | |||
| 20 April 2026 | Appointment of a director | |||
| 20 April 2026 | Termination of appointment of a director |
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