Glos & Wilts Financial Planning Limited

Active13371403 Private limited company
Incorporated
3 May 2021 (5 years)
Previously known as
Swindon Financial Services Limited (until 6 June 2025)
SFS 2021 Ltd (until 22 October 2021)
This list may be incomplete. See all names on Companies House
Industry
Financial intermediation not elsewhere classified (64999)
Accounts type
Total exemption full
Region
South West
Address
Midway House Herrick Way
Staverton
Cheltenham
GL51 6TQ

Filing status

Accounts due
1 June 2027
Last accounts
1 September 2025
Conf. stmt due
16 May 2027
Last conf. stmt
2 May 2026

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 1 September 2025
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Limited Company
Reg. no. 16281762
Former controllers (3)
1 September 2025
Ceased SFS 2025 Ltd — Owns 75–100% of shares
1 September 2025
Ceased Alex Wilkie — Owns 25–50% of shares
1 September 2025
Ceased Jordan William Toomer — Owns 25–50% of shares

Group structure 3 companies

Ownership group derived from the Companies House PSC register

Glos & Wilts Financial Planning Limited This company Owns 75–100% of shares
SFS 2021 Ltd Status not confirmedOwns 75–100% of shares

Financials

Balance sheet as at 1 September 2025 · total exemption full accounts

Net Assets
£194,772
Cash
£104,594
Employees
5
Debt Ratio
71%
Current Ratio
1.1x

Trend

Net Assets
£0 £200k £400k 2022 2023 2024 2025 £242,643 £147,375 £155,329 £194,772
Balance sheet detail
2025202420232022
Fixed Assets£470,186£514,353£542,890£714,141
Current Assets£201,512£128,581£178,740£133,561
Debtors£39,685
Cash£104,594£71,907£124,176£93,876
Creditors (< 1 year)£178,640£106,166£234,133£219,533
Creditors (> 1 year)£298,286£381,439£340,122£385,526
Net Current Assets£22,872£22,415(£55,393)(£85,972)
Net Assets£194,772£155,329£147,375£242,643
Shareholder Funds£194,772£155,329£147,375£242,643

Filings

Filing history not loaded yet. See it on Companies House

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