Filing status
- Accounts due
- 30 April 2027
- Last accounts
- 31 July 2025
- Conf. stmt due
- 10 August 2027
- Last conf. stmt
- 27 July 2026
Clear Sense Financial Planning Limited
- Incorporated
- 28 July 2017 (9 years)
- Industry
- Activities auxiliary to financial intermediation n.e.c. (66190)
- Owned by
- Accounts type
- Micro entity
- Region
- South East
- Address
- The Bull Yard75 High StreetAshfordTN24 8SN
Officers
This list may be incomplete. See all officers on Companies House
Officer details are public data from the Companies House register.
Director · Appointed 7 August 2026
British
Born June 1986 (40)
Director · Appointed 7 August 2026
British
Born August 1964 (62)
Officer history (2 former)
7 August 2026
7 August 2026
7 August 2026
Resigned Wales, Hannah as Secretary
7 August 2026
Resigned Wales, Christopher John as Director
28 July 2017
Appointed Wales, Hannah as Secretary
28 July 2017
Appointed Wales, Christopher John as Director
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 7 August 2026
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Company Limited By Shares
Reg. no. 12348752
Former controllers (2)
7 August 2026
Ceased Christopher John Wales — Owns 25–50% of shares
7 August 2026
Ceased Hannah Claire Wales — Owns 25–50% of shares
Group structure 15 companies
Ownership group derived from the Companies House PSC register
A.J. Wealth Management Limited Owns 75–100% of shares
Campton (Financial Services) Limited Owns 75–100% of shares
Clear Sense Financial Planning Limited This company Owns 75–100% of shares
HR Independent Financial Services Limited Owns 75–100% of shares
Jasan Holdings Ltd Owns 75–100% of shares
Allied F S Holdings Ltd Owns 75–100% of shares
Allied Financial Services Limited Owns 75–100% of shares
Jellings Dalton Group Limited Owns 75–100% of shares
Jellings Dalton Investments Limited Has significant influence or control (as a firm)
Mackenzie Financial Planning Limited Owns 75–100% of shares
Millcroft Wealth Management Limited Owns 75–100% of shares
Padstone Financial Management Limited Owns 75–100% of shares
Planit Wealth Limited Owns 75–100% of shares
Financials
Balance sheet as at 31 July 2025 · micro entity accounts
- Employees
- 1
- Current Ratio
- 1.3x
Trend
Shareholder Funds
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Current Assets | £12,417 | £23,174 | £17,080 | £12,222 | £21,545 | £10,338 |
| Creditors (< 1 year) | £9,767 | £12,641 | £11,280 | £11,510 | £12,898 | £9,878 |
| Net Current Assets | £2,650 | £10,533 | £5,800 | £712 | £8,647 | £460 |
| Net Assets | £10,533 | £5,800 | £712 | £8,647 | £460 | |
| Shareholder Funds | £2,650 | £10,533 | £5,800 | £712 | £8,647 | £460 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 28 August 2026 | Memorandum and Articles of Association | |||
| 28 August 2026 | Resolutions | |||
| 20 August 2026 | Current accounting period extended | |||
| 19 August 2026 | Registered office address changed | |||
| 19 August 2026 | Cessation of a person with significant control |
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