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Wallace Financial Planning Limited
- Incorporated
- 5 December 2013 (12 years)
- Industry
- Activities of financial services holding companies (64205)
- Owned by
- Accounts type
- Micro entity
- Region
- Scotland
- Address
- 29 Rutland SquareEdinburghEH1 2BW
Filing status
- Accounts due
- 31 May 2027
- Last accounts
- 31 August 2025
- Conf. stmt due
- 19 December 2026
- Last conf. stmt
- 5 December 2025
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 2022
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Limited Company
Reg. no. Sc717112
Former controllers (3)
1 September 2022
Ceased Alastair James Lorimer Lindsay — Owns 25–50% of shares
1 September 2022
Ceased Scott Wallace — Owns 25–50% of shares
1 September 2022
Ceased Melanie-Jane Wallace — Owns 25–50% of shares
Group structure 11 companies
Ownership group derived from the Companies House PSC register
GG CI LLP Holds 25–50% of voting rights
Gilson Gray Financial Limited Owns 50–75% of shares
R.S. Robertson & Co. (Pensions) & Investments) Ltd Owns 75–100% of shares
Sarah Hughes Wealth Management Ltd. Owns 75–100% of shares
Wallace Financial Planning Limited This company Owns 75–100% of shares
Gilson Gray Financial Management LLP Holds 25–50% of voting rights (as a firm)
Gilson Gray Nominees Limited Owns 75–100% of shares
Gilson Gray Property Services LLP Has significant influence or control
GG Lettings Limited Owns 75–100% of shares
Wyllie & Henderson Trustees Limited Owns 75–100% of shares
Financials
Figures from 2024 accounts. Newer accounts, made up to 31 August 2025, are filed but not read yet. See them on Companies House
- Net Assets
- £373,073
- Profit
- (£3,234)
- Current Ratio
- 22.8x
- Return on Equity
- -1%
Trend
Net Assets
Balance sheet detail
| 2024 | 2023 | 2021 | 2020 | |
|---|---|---|---|---|
| Fixed Assets | £0 | £145,982 | £157,837 | |
| Current Assets | £390,181 | £393,315 | £98,699 | £149,246 |
| Creditors (< 1 year) | £17,108 | £17,108 | £54,174 | £46,591 |
| Creditors (> 1 year) | £0 | £43,322 | £107,374 | |
| Net Current Assets | £373,073 | £376,207 | £46,465 | £102,655 |
| Net Assets | £373,073 | £376,207 | £148,883 | £153,032 |
| Shareholder Funds | £373,073 | £376,207 | £148,883 | £153,032 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 16 January 2026 | Micro company accounts | 31 August 2025 | ||
| 16 December 2025 | Confirmation statement with no updates | 5 December 2025 | ||
| 18 June 2025 | Micro company accounts | 31 August 2024 | ||
| 10 December 2024 | Confirmation statement with no updates | 5 December 2024 | ||
| 15 October 2024 | Micro company accounts | 31 August 2023 |
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