Filing status
- Accounts due
- 30 June 2027
- Last accounts
- 30 September 2025
- Conf. stmt due
- 17 September 2027
- Last conf. stmt
- 3 September 2026
Operii Financial Planning LLP
- Incorporated
- 3 September 2007 (19 years)
- Industry
- None Supplied (None Supplied)
- Owned by
- Steven Charles ColesWendy Elizabeth Coles
- Accounts type
- Total exemption full
- Region
- South West
- Address
- C/o Pje Chartered Accountants2 Oakfield RoadCliftonBristolBS8 2AL
Officers
This list may be incomplete. See all officers on Companies House
Officer details are public data from the Companies House register.
LLP Designated Member · Appointed 6 September 2007
Born July 1957 (69)
Coles, Wendy Elizabeth
LLP Designated Member · Appointed 5 September 2007
Born January 1959 (67)
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
Individual · Notified 6 April 2016
Holds 25–50% of voting rights
Right to 25–50% of surplus assets
Right to appoint and remove members
British
Born July 1957 (69)
Wendy Elizabeth Coles
Individual · Notified 6 April 2016
Holds 25–50% of voting rights
Right to 25–50% of surplus assets
Right to appoint and remove members
British
Born January 1959 (67)
Financials
Figures from 2024 accounts. Newer accounts, made up to 30 September 2025, are filed but not read yet. See them on Companies House
- Cash
- £105,534
- Employees
- 1
- Current Ratio
- 7.1x
Trend
Cash
Balance sheet detail
| 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|
| Fixed Assets | £3,800 | £3,426 | £5,263 | £7,186 | £7,759 |
| Current Assets | £110,080 | £104,208 | £125,262 | £79,315 | £128,678 |
| Debtors | £4,546 | £26,983 | £30,197 | £4,968 | £12,900 |
| Cash | £105,534 | £77,225 | £95,065 | £74,347 | £115,778 |
| Creditors (< 1 year) | £15,515 | £15,425 | £23,740 | £11,162 | £18,071 |
| Creditors (> 1 year) | £58,114 | £71,756 | £80,903 | £42,593 | £50,000 |
| Net Current Assets | £94,565 | £88,783 | £101,522 | £68,153 | £110,607 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 3 September 2026 | Confirmation statement with no updates | 3 September 2026 | ||
| 12 August 2026 | Total exemption full accounts | 30 September 2025 | ||
| 5 September 2025 | Confirmation statement with no updates | 3 September 2025 | ||
| 30 June 2025 | Total exemption full accounts | 30 September 2024 | ||
| 4 September 2024 | Confirmation statement with no updates | 3 September 2024 |
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