Filing status
- Accounts due
- 30 November 2027
- Last accounts
- 28 February 2026
- Conf. stmt due
- 21 September 2027
- Last conf. stmt
- 7 September 2026
Kelvin Financial Planning Limited
- Incorporated
- 1 September 2011 (15 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Owned by
- Michael JacksonChris Malcolm
- Accounts type
- Total exemption full
- Region
- Scotland
- Address
- 2nd Floor176 Bath StreetGlasgowG2 4HG
Officers
This list may be incomplete. See all officers on Companies House
Officer details are public data from the Companies House register.
British
Born May 1980 (46)
Director · Appointed 1 September 2011
Also at RA (Financial Planning) Limited
British
Born March 1974 (52)
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
British
Born May 1980 (46)
Chris Malcolm
Individual · Notified 1 September 2016
Owns 25–50% of shares
British
Born March 1974 (52)
Holdings 1
Companies where Kelvin Financial Planning Limited is registered as a person with significant control
Owns 25–50% of shares
Active
Former controllers (2)
24 August 2026
Ceased Chris Malcolm — Owns 25–50% of shares
1 September 2016
Ceased Graeme Leckie — Owns 25–50% of shares
Financials
Balance sheet as at 28 February 2026 · total exemption full accounts
- Net Assets
- £281,648
- Cash
- £506,766
- Employees
- 9
- Debt Ratio
- 49%
- Current Ratio
- 1.9x
Trend
Net Assets
Balance sheet detail
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £48,975 | £49,013 | £49,475 | £50,459 | £54,599 | £53,345 | £55,322 |
| Current Assets | £506,766 | £460,882 | |||||
| Debtors | £0 | £1,167 | |||||
| Cash | £506,766 | £459,715 | £394,927 | £303,838 | £310,855 | £315,314 | £122,480 |
| Creditors (< 1 year) | £273,814 | £217,530 | £183,915 | £129,977 | £123,022 | £96,108 | £51,738 |
| Net Current Assets | £232,952 | £243,352 | £211,012 | £173,861 | £187,833 | £219,206 | £70,742 |
| Net Assets | £281,648 | £291,956 | £259,990 | £223,398 | £240,961 | £271,319 | £124,358 |
| Shareholder Funds | £281,648 | £291,956 | £259,990 | £223,398 | £240,961 | £271,319 | £124,358 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 17 September 2026 | Confirmation statement with no updates | 7 September 2026 | ||
| 24 August 2026 | Cessation of a person with significant control | |||
| 24 August 2026 | Notification of a person with significant control | |||
| 15 May 2026 | Total exemption full accounts | 28 February 2026 | ||
| 11 September 2025 | Confirmation statement with no updates | 7 September 2025 |
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