Filing status
- Accounts due
- 31 July 2027
- Last accounts
- 31 October 2025
- Conf. stmt due
- 23 June 2027
- Last conf. stmt
- 9 June 2026
The Financial Planning Group Limited
- Incorporated
- 23 March 2017 (9 years)
- Industry
- Other business support service activities n.e.c. (82990)
- Directors
- Laura CroweRhian Morgan
- Accounts type
- Small
- Region
- Scotland
- Address
- Third FloorThe Capitol431 Union StreetAberdeenAB11 6DA
Charges
- Total
- 8
- Outstanding
- 5
- Part satisfied
- 0
- Satisfied
- 3
Officers 7 active
Officer details are public data from the Companies House register.
Crowe, Laura
Director · Appointed 30 June 2024
British
Born July 1979 (47)
British
Born April 1981 (45)
Morgan, Rhian
Director · Appointed 1 March 2022
British
Born March 1983 (43)
Director · Appointed 23 March 2017
British
Born February 1979 (47)
Corporate Secretary · Appointed 23 March 2017
Director · Appointed 23 March 2017
British
Born May 1968 (58)
Director · Appointed 23 March 2017
British
Born August 1952 (74)
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 23 March 2017
Owns 75–100% of shares
Holds 75–100% of voting rights
Has significant influence or control
Limited By Shares
Reg. no. Sc215503
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 This company Owns 75–100% of shares
Acumen Employee Benefits Limited Owns 75–100% of shares
Acumen Financial Planning Limited 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 · small accounts
- Net Assets
- £9,440,176
- Cash
- £216,125
- Employees
- 5
- Debt Ratio
- 23%
- Current Ratio
- 0.9x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £11,097,878 | £11,199,746 | £9,967,799 | £10,316,320 | £12,651,902 | £10,349,381 | £9,155,500 |
| Current Assets | £1,084,765 | £1,062,489 | £1,043,058 | £1,103,739 | £1,074,701 | £582,580 | £134,725 |
| Debtors | £868,640 | £908,640 | £843,640 | £820,421 | £607,640 | £333,640 | £12,168 |
| Cash | £216,125 | £153,849 | £199,418 | £283,318 | £467,061 | £248,940 | £122,557 |
| Creditors (< 1 year) | £1,172,893 | £1,261,103 | £1,399,390 | £1,935,760 | £1,313,098 | £1,484,187 | £1,296,315 |
| Creditors (> 1 year) | £834,422 | £1,213,170 | £1,538,459 | £1,715,104 | £2,733,708 | £1,800,219 | £2,242,648 |
| Net Current Assets | (£88,128) | (£198,614) | (£356,332) | (£832,021) | (£238,397) | (£901,607) | (£1,161,590) |
| Net Assets | £9,440,176 | £9,036,673 | £7,599,721 | £7,352,087 | £8,780,122 | £6,696,973 | £5,030,511 |
| Shareholder Funds | £9,440,176 | £9,036,673 | £7,599,721 | £7,352,087 | £8,780,122 | £6,696,973 | £5,030,511 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 2 November 2026 | Satisfaction of a charge in full | |||
| 2 November 2026 | Satisfaction of a charge in full | |||
| 2 November 2026 | Satisfaction of a charge in full | |||
| 2 November 2026 | Satisfaction of a charge in full | |||
| 2 November 2026 | Satisfaction of a charge in full |
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