Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 31 August 2025
- Conf. stmt due
- 30 July 2027
- Last conf. stmt
- 16 July 2026
Suitable Legacy Planning Ltd
- Incorporated
- 5 August 2016 (10 years)
- Previously known as
- Suitable Advice Ltd (until 28 June 2018)Suitable Wills & Estates Advice Ltd (until 14 February 2017)Suitable Advice Ltd (until 4 November 2016)This list may be incomplete. See all names on Companies House
- Industry
- Activities auxiliary to financial intermediation n.e.c. (66190) Activities of insurance agents and brokers (66220)Activities of patent and copyright agents; other legal activities n.e.c. (69109)
- Owned by
- Jonathan Michael Rose
- Accounts type
- Total exemption full
- Region
- South West
- Address
- 33 Lower Golf Links RoadBroadstoneBH18 8BQ
Officers
This list may be incomplete. See all officers on Companies House
Officer details are public data from the Companies House register.
Director · Appointed 10 April 2026
British
Born October 1982 (44)
Director · Appointed 5 August 2016
British
Born March 1971 (55)
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Individual · Notified 5 August 2016
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
British
Born March 1971 (55)
Financials
Figures from 2024 accounts. Newer accounts, made up to 31 August 2025, are filed but not read yet. See them on Companies House
- Net Assets
- (£116,785)
- Cash
- £8,567
- Employees
- 1
- Debt Ratio
- 503%
- Current Ratio
- 0.2x
Trend
Net Assets
Balance sheet detail
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £410 | £221 | £1,152 | £5,661 | £6,128 | £4,305 |
| Current Assets | £28,553 | £18,372 | £18,244 | £20,418 | £19,979 | £38,928 |
| Debtors | £19,986 | £1,819 | £1,086 | £1,732 | £3,011 | £9,073 |
| Cash | £8,567 | £16,553 | £17,158 | £18,686 | £16,968 | £29,855 |
| Creditors (< 1 year) | £137,831 | £126,881 | £138,941 | £116,575 | £81,010 | £122,378 |
| Creditors (> 1 year) | £7,917 | £0 | £12,917 | £14,250 | ||
| Net Current Assets | (£109,278) | (£108,509) | (£120,697) | (£96,157) | (£61,031) | (£83,450) |
| Net Assets | (£116,785) | (£108,288) | (£119,764) | (£104,446) | (£70,110) | (£79,591) |
| Shareholder Funds | (£116,785) | (£108,288) | (£119,764) | (£104,446) | (£70,110) | (£79,591) |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 17 September 2026 | Previous accounting period shortened | |||
| 27 August 2026 | Total exemption full accounts | 31 August 2025 | ||
| 20 August 2026 | Confirmation statement with no updates | 16 July 2026 | ||
| 13 April 2026 | Appointment of a director | |||
| 9 September 2025 | Change of details for a person with significant control |
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