What Poise Financial Planning say about themselves
“Poise Financial Planning aims to bring clarity and reassurance to financial lives everywhere, so more people can achieve what they dream.”
Poise Financial Planning Limited
- Incorporated
- 15 April 2020 (6 years)
- Industry
- Financial intermediation not elsewhere classified (64999) Other business support service activities n.e.c. (82990)
- Directors
- John Patrick Mcardle
- Owned by
- Accounts type
- Micro entity
- Region
- Scotland
- Address
- Level 36 St Andrew SquareEdinburghEH2 2BD
Website & contact details
- Website
Filing status
- Accounts due
- 31 May 2027
- Last accounts
- 30 September 2025
- Conf. stmt due
- 22 April 2027
- Last conf. stmt
- 8 April 2026
Officers
This list may be incomplete. See all officers on Companies House
Officer details are public data from the Companies House register.
Mcardle, John Patrick
Director · Appointed 31 August 2026
British
Born January 1968 (58)
Director · Appointed 31 August 2026
British
Born July 1982 (44)
Officer history (1 former)
31 August 2026
Appointed Mcardle, John Patrick as Director
31 August 2026
31 August 2026
15 April 2020
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 31 August 2026
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company
Reg. no. 13845078
Former controllers (1)
31 August 2026
Group structure 60 shown
Ownership group derived from the Companies House PSC register
Amber River Limited Owns 75–100% of shares
Amber River Investment Solutions LLP Holds 75–100% of voting rights
Johnston Financial Asset Management Limited Owns 75–100% of shares
Chancery Financial Planning Holdings Limited Owns 75–100% of shares
Amber River Chancery Ltd Owns 75–100% of shares
Chancery Financial Planning LLP Holds 75–100% of voting rights
H B Cranfield Wealth Management Ltd. Owns 75–100% of shares
John Eames Limited Owns 75–100% of shares
CM Bidco Limited Owns 75–100% of shares
DMWSL 946 Limited Owns 75–100% of shares
CC Topco Limited Owns 75–100% of shares
CC Bidco Limited Owns 75–100% of shares
Charles Cameron and Associates Limited Owns 75–100% of shares
Emery (Ifa) Limited Owns 75–100% of shares
J M Wakeling Independent Financial Advisers Limited Owns 75–100% of shares
The Broughton Wilkins Partnership Ltd Owns 75–100% of shares
Hyacinth Bidco Limited Owns 75–100% of shares
Heritage Financial Limited Owns 75–100% of shares
Jacaranda Bidco Limited Owns 75–100% of shares
Johnston Financial Limited Owns 75–100% of shares
Poise Financial Planning Limited This company Owns 75–100% of shares
Johnston Campbell Holdings Limited Owns 75–100% of shares
Spring Meadow Investment Ltd Owns 75–100% of shares
Bartholomew & James (Financial Services) Limited Owns 75–100% of shares
Larkspur Bidco Limited Owns 75–100% of shares
Haywood & Co Financial Planning Limited Owns 75–100% of shares
Huntington Ross Financial Services Limited Owns 75–100% of shares
Leodis Wealth Limited Owns 75–100% of shares
MSM Independent Financial Services Limited Owns 75–100% of shares
Premier Financial Management Ltd Owns 75–100% of shares
Regrowth Holdings Limited Owns 75–100% of shares
Hugh Davies Associates Limited Owns 75–100% of shares
Kingfurness & Associates Limited Owns 75–100% of shares
RTFP Holdings Limited Owns 75–100% of shares
Sfia 2020 Limited Owns 75–100% of shares
Eastwood Financial Solutions Ltd Owns 75–100% of shares
Sfia Wealth Management Limited Owns 75–100% of shares
Shipman Group Holdings Limited Holds 75–100% of voting rights
Astute Money Financial Planning Ltd Owns 75–100% of shares
Shipman Group Limited Owns 75–100% of shares
Shipman Wealth Management Ltd Owns 75–100% of shares
Whichers Ifa Limited Owns 75–100% of shares
Socium Group Nominee Limited Owns 75–100% of shares
Tam Financial Ltd Owns 50–75% of shares
Tam Asset Management Ltd Owns 75–100% of shares
Tam Work Place Pensions Ltd Owns 75–100% of shares
You Give We Give Ltd Owns 75–100% of shares
Financials
Balance sheet as at 30 September 2025 · micro entity accounts
- Net Assets
- £130,856
- Employees
- 2
- Debt Ratio
- 30%
- Current Ratio
- 2.6x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Fixed Assets | £28,896 | £38,483 | £48,357 | £62,942 | £9,167 |
| Current Assets | £157,268 | £110,507 | £144,038 | £88,211 | £50,567 |
| Creditors (< 1 year) | £59,439 | £42,116 | £40,662 | £32,602 | £25,399 |
| Net Current Assets | £102,481 | £68,391 | £103,376 | £55,609 | £26,321 |
| Net Assets | £130,856 | £106,540 | £150,478 | £117,630 | £35,109 |
| Shareholder Funds | £130,856 | £106,540 | £150,478 | £117,630 | £35,109 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 15 September 2026 | Memorandum and Articles of Association | |||
| 15 September 2026 | Particulars of variation of rights attached to shares | |||
| 15 September 2026 | Resolutions | |||
| 11 September 2026 | Registered office address changed | |||
| 11 September 2026 | Appointment of a director |
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