Filing status
- Accounts due
- 31 July 2027
- Last accounts
- 31 October 2025
- Conf. stmt due
- 17 February 2027
- Last conf. stmt
- 3 February 2026
Acumen Financial Planning Limited
- Incorporated
- 2 February 2001 (25 years)
- Industry
- Other business support service activities n.e.c. (82990)
- Directors
- Laura CroweRhian Sarah Morgan
- Accounts type
- Medium
- Region
- Scotland
- Address
- 4 Kingshill ParkVenture DriveArnhall Business ParkWesthillAB32 6FL
Charges
- Total
- 1
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 1
Officers 6 active
Officer details are public data from the Companies House register.
Crowe, Laura
Director · Appointed 7 April 2025
British
Born July 1979 (47)
Director · Appointed 10 November 2023
British
Born April 1981 (45)
Morgan, Rhian Sarah
Director · Appointed 10 November 2023
Welsh
Born March 1983 (43)
Director · Appointed 12 December 2014
British
Born February 1979 (47)
Director · Appointed 12 December 2014
British
Born May 1968 (58)
Director · Appointed 9 May 2001
British
Born August 1952 (74)
Officer history (5 former)
7 April 2025
Appointed Crowe, Laura as Director
10 November 2023
10 November 2023
Appointed Morgan, Rhian Sarah as Director
2 February 2021
12 December 2014
12 December 2014
25 January 2010
9 January 2002
9 January 2002
9 May 2001
9 May 2001
9 May 2001
9 May 2001
9 May 2001
2 February 2001
2 February 2001
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 12 July 2017
Owns 75–100% of shares
Holds 75–100% of voting rights
Limited By Shares
Reg. no. Sc561300
Group structure 10 companies
Ownership group derived from the Companies House PSC register
Acumen Holdings (Aberdeen) Limited Owns 75–100% of shares
The Financial Planning Group Limited Owns 75–100% of shares
Acumen Employee Benefits Limited Owns 75–100% of shares
Acumen Financial Planning Limited This company Owns 75–100% of shares
Enrich Financial Planning Limited Owns 75–100% of shares
Enrich Tax Consultancy Limited Owns 25–50% of shares
Forty Two Financial Planning Limited Owns 75–100% of shares (as a firm)
Medical and Dental Financial Planners Ltd. Owns 75–100% of shares
Springgen Advice Ltd Owns 75–100% of shares
Financials
Balance sheet as at 31 October 2025 · medium accounts
- Net Assets
- £1,149,075
- Cash
- £347,170
- Turnover
- £8,532,563
- Profit Before Tax
- £1,484,310
- Employees
- 81
- Debt Ratio
- 45%
- Current Ratio
- 2.2x
- Profit Margin
- 17%
- Return on Equity
- 95%
Trend
Turnover
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £157,723 | £252,324 | £362,125 | £391,846 | £528,301 | £645,889 | £803,119 |
| Current Assets | £1,915,497 | £1,688,977 | £1,290,125 | £1,693,782 | £1,597,686 | £1,152,761 | £1,050,761 |
| Debtors | £1,321,633 | £1,119,656 | £861,872 | £1,049,601 | £937,800 | £839,738 | £757,324 |
| Cash | £347,170 | £350,783 | £237,077 | £453,402 | £462,505 | £159,565 | £146,296 |
| Creditors (< 1 year) | £868,266 | £834,760 | £576,800 | £724,244 | £691,999 | £340,765 | £326,103 |
| Creditors (> 1 year) | £0 | £26,756 | |||||
| Net Current Assets | £1,047,231 | £854,217 | £713,325 | £969,538 | £905,687 | £811,996 | £724,658 |
| Net Assets | £1,149,075 | £1,053,259 | £1,023,911 | £1,329,859 | £1,394,739 | £1,432,798 | £1,471,454 |
| Shareholder Funds | £1,149,075 | £1,053,259 | £1,329,859 | £1,394,739 | £1,432,798 | £1,471,454 | |
| Turnover | £8,532,563 | £7,998,566 | £6,519,388 | £6,773,187 | £5,882,967 | £4,399,955 | £4,513,305 |
| Cost of Sales | £2,544,818 | £2,718,710 | £2,611,334 | £2,255,754 | £1,842,772 | £1,382,310 | £1,296,943 |
| Gross Profit | £5,987,745 | £5,279,856 | £3,908,054 | £4,517,433 | £4,040,195 | £3,017,645 | £3,216,362 |
| Admin Expenses | £4,581,881 | £4,115,719 | £3,525,534 | £3,316,222 | £2,611,585 | £2,198,452 | £2,322,352 |
| Staff Costs | £4,939,499 | £4,693,293 | £4,005,918 | £3,602,159 | £2,953,520 | £2,323,562 | £2,351,821 |
| Operating Profit | £1,446,513 | £1,179,137 | £382,520 | £1,201,211 | £1,428,610 | £819,193 | £894,010 |
| Profit Before Tax | £1,484,310 | £1,207,915 | £376,078 | £1,196,156 | £1,468,992 | £817,251 | £898,334 |
| Tax | £388,494 | £278,567 | £82,026 | £208,139 | £237,051 | £105,907 | £195,049 |
| Profit for Period | £1,095,816 | £929,348 | £294,052 | £988,017 | £1,231,941 | £711,344 | £703,285 |
Filings 115
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 8 September 2026 | Satisfaction of a charge in full | |||
| 30 July 2026 | Accounts for a medium company | 31 October 2025 | ||
| 5 February 2026 | Confirmation statement with no updates | 3 February 2026 | ||
| 31 July 2025 | Accounts for a medium company | 31 October 2024 | ||
| 7 April 2025 | Appointment of a director |
Some other companies at this address
Other companies in this industry
Need accounts figures, ownership or websites for thousands of companies? Bulk data & API →