Website & contact details
- Website
Achieve Financial Planning Ltd
- Incorporated
- 30 October 2009 (17 years)
- Previously known as
- Achieve Financial Planning Limited (until 21 January 2016)This list may be incomplete. See all names on Companies House
- Industry
- Activities auxiliary to financial intermediation n.e.c. (66190)
- Owned by
- James Sinclair
- Accounts type
- Unaudited abridged
- Region
- Scotland
- Address
- 62 Academy StreetInvernessIV1 1LP
Filing status
- Accounts due
- 31 December 2027
- Last accounts
- 31 March 2026
- Conf. stmt due
- 10 November 2027
- Last conf. stmt
- 27 October 2026
Charges
- Total
- 1
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 1
Officers
Not loaded yet. See them on Companies House
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
James Sinclair
Individual · Notified 6 April 2016
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
British
Born March 1969 (57)
Financials
Balance sheet as at 31 March 2026 · unaudited abridged accounts
- Net Assets
- £1,652,253
- Cash
- £1,611,830
- Employees
- 4
- Debt Ratio
- 7%
- Current Ratio
- 13.2x
Trend
Net Assets
Balance sheet detail
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £161,989 | £185,556 | £198,128 | £214,124 | £225,778 | £220,466 | £237,208 |
| Current Assets | £1,612,691 | £1,347,730 | £1,062,587 | £858,859 | £556,420 | £411,959 | £283,871 |
| Debtors | £861 | £728 | £1,938 | £898 | £3,517 | £808 | £3,779 |
| Cash | £1,611,830 | £1,347,002 | £1,060,649 | £857,961 | £552,903 | £411,151 | £280,092 |
| Creditors (< 1 year) | £122,427 | £120,814 | £86,210 | £80,768 | £62,128 | £52,547 | £51,329 |
| Net Current Assets | £1,490,264 | £1,226,916 | £976,377 | £778,091 | £494,292 | £359,412 | £232,542 |
| Net Assets | £1,652,253 | £1,412,425 | £1,174,277 | £991,837 | |||
| Shareholder Funds | £1,652,253 | £1,412,425 | £1,174,277 | £991,837 | £720,070 | £579,878 | £469,750 |
What Achieve Financial Planning say about themselves
“Looking for independent financial advice in Inverness? We focus on what matters to you, and then build a financial plan that fits your life.”
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 27 October 2026 | Confirmation statement with no updates | 27 October 2026 | ||
| 8 June 2026 | Termination of appointment of a secretary | |||
| 12 May 2026 | Unaudited abridged accounts | 31 March 2026 | ||
| 26 November 2025 | Confirmation statement with no updates | 29 October 2025 | ||
| 19 May 2025 | Unaudited abridged accounts | 31 March 2025 |
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