Filing status
- Accounts due
- 29 January 2027
- Last accounts
- 29 October 2024
- Conf. stmt due
- 25 October 2027
- Last conf. stmt
- 11 October 2026
Tag Financial Planning Limited
- Incorporated
- 3 July 2017 (9 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Owned by
- Accounts type
- Micro entity
- 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 9 September 2026
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)
9 September 2026
Ceased True Wealth Planning Solutions Limited — Owns 50–75% of shares
11 October 2018
Ceased True Wealth Robert Lewis Limited — Owns 75–100% of shares
Group structure 16 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 This company Owns 75–100% of shares
Financials
Balance sheet as at 29 October 2024 · micro entity accounts
- Employees
- 3
- Current Ratio
- 1.0x
Trend
Shareholder Funds
Balance sheet detail
| 2024 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Current Assets | £206,274 | £384,076 | £245,058 | £160,655 | |
| Creditors (< 1 year) | £202,802 | £380,932 | £204,297 | £156,890 | £119,853 |
| Net Current Assets | £3,472 | £3,144 | £88,168 | £40,802 | |
| Shareholder Funds | £3,472 | £3,144 | £88,168 | £40,802 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 9 September 2026 | Cessation of a person with significant control | |||
| 9 September 2026 | Notification of a person with significant control | |||
| 16 August 2026 | Accounts filing | |||
| 16 August 2026 | Other filing | |||
| 16 August 2026 | Other filing |
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