Filing status
- Accounts due
- 31 May 2027
- Last accounts
- 31 August 2025
- Conf. stmt due
- 6 September 2027
- Last conf. stmt
- 23 August 2026
Fortuna Major Financial Planning Ltd
- Incorporated
- 24 August 2017 (9 years)
- Industry
- Life insurance (65110) Financial management (70221)
- Directors
- Simon Graham Hall
- Owned by
- Jane Catherine HallMarcus Owen DollimoreSimon Graham Hall
- Accounts type
- Micro entity
- Region
- South West
- Address
- 14 Hartley RoadExmouthEX8 2SG
Officers
This list may be incomplete. See all officers on Companies House
Officer details are public data from the Companies House register.
Hall, Simon Graham
Director · Appointed 24 August 2017
British
Born June 1965 (61)
British
Born June 1958 (68)
Ownership 3 active
People and entities with significant control, from the Companies House PSC register
Jane Catherine Hall
Individual · Notified 1 October 2024
Owns 25–50% of shares
British
Born October 1966 (60)
British
Born June 1958 (68)
Simon Graham Hall
Individual · Notified 24 August 2017
Owns 75–100% of shares
British
Born June 1965 (61)
Financials
Balance sheet as at 31 August 2025 · micro entity accounts
- Employees
- 5
- Current Ratio
- 0.8x
Trend
Shareholder Funds
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £199,512 | £45,997 | £48,265 | £48,529 | |||
| Current Assets | £174,879 | £147,820 | £136,450 | £183,518 | £279,491 | £135,810 | (£161,045) |
| Creditors (< 1 year) | £224,062 | £48,256 | £23,404 | £31,936 | £25,968 | £20,348 | £29,543 |
| Creditors (> 1 year) | £25,461 | £65,779 | £108,067 | £153,196 | £250,000 | £120,000 | £120,000 |
| Net Current Assets | £113,046 | £151,582 | £253,523 | £115,462 | (£131,502) | ||
| Net Assets | £52,594 | £46,315 | £2,923 | (£5,138) | (£10,902) | ||
| Shareholder Funds | £124,868 | £79,132 | £52,594 | £46,315 | £2,923 | (£5,138) | (£10,902) |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 7 September 2026 | Confirmation statement with no updates | 23 August 2026 | ||
| 29 May 2026 | Micro company accounts | 31 August 2025 | ||
| 8 September 2025 | Notification of a person with significant control | |||
| 8 September 2025 | Confirmation statement with updates | 23 August 2025 | ||
| 14 May 2025 | Micro company accounts | 31 August 2024 |
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