Filing status
- Accounts due
- 31 December 2027
- Last accounts
- 31 March 2026
- Conf. stmt due
- 6 October 2027
- Last conf. stmt
- 22 September 2026
Stuart Gallagher Financial & Estate Planning Ltd
- Incorporated
- 18 November 2014 (11 years)
- Industry
- Activities of insurance agents and brokers (66220)
- Owned by
- Lachlan George BursleThomas Ross Keith MurrayStuart Patrick Gallagher
- Accounts type
- Total exemption full
- Region
- Scotland
- Address
- Unit DBankhead Drive City South Office ParkPortlethenAberdeenAB12 4XX
Charges
- Total
- 4
- Outstanding
- 2
- Part satisfied
- 0
- Satisfied
- 2
Officers
Not loaded yet. See them on Companies House
Ownership 3 active
People and entities with significant control, from the Companies House PSC register
Lachlan George Bursle
Individual · Notified 24 August 2023
Owns 25–50% of shares
Holds 25–50% of voting rights
British
Born June 1988 (38)
Thomas Ross Keith Murray
Individual · Notified 25 August 2022
Owns 25–50% of shares
Holds 25–50% of voting rights
British
Born April 1982 (44)
Stuart Patrick Gallagher
Individual · Notified 6 April 2016
Owns 25–50% of shares
Holds 25–50% of voting rights
British
Born January 1974 (52)
Former controllers (2)
28 March 2023
Ceased Steven John Mckenzie — Owns 25–50% of shares
24 June 2022
Ceased Julie Gallagher — Owns 25–50% of shares
Group structure 3 companies
Ownership group derived from the Companies House PSC register
Stuart Gallagher Financial & Estate Planning Ltd This company
Create Financial Solutions Limited Owns 75–100% of shares
Stewart Ifa Limited Owns 75–100% of shares
Financials
Balance sheet as at 31 March 2026 · total exemption full accounts
- Net Assets
- £124,313
- Cash
- £21,677
- Debt Ratio
- 95%
Trend
Net Assets
Balance sheet detail
| 2026 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £2,670,131 | £2,734,650 | £84,188 | £13,240 | £13,307 | |
| Current Assets | £21,677 | £6,432 | £123,752 | £112,916 | £136,821 | |
| Debtors | £1,966 | £2 | £0 | £17,896 | ||
| Cash | £21,677 | £4,466 | £123,750 | £112,916 | £118,925 | |
| Creditors (< 1 year) | £2,681,105 | £30,447 | £20,235 | £15,914 | £23,996 | |
| Creditors (> 1 year) | £36,632 | £41,827 | £46,739 | |||
| Net Current Assets | (£2,545,818) | (£2,674,673) | £103,517 | £97,002 | £112,825 | |
| Net Assets | £124,313 | £12,412 | £127,469 | |||
| Shareholder Funds | £12,412 | £127,469 | £110,242 | £126,132 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 4 August 2026 | Change of details for a person with significant control | |||
| 1 July 2026 | Total exemption full accounts | 31 March 2026 | ||
| 25 May 2026 | Change of details for a person with significant control | |||
| 1 October 2025 | Total exemption full accounts | 31 March 2025 | ||
| 25 September 2025 | Confirmation statement with no updates | 22 September 2025 |
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