Filing status
- Accounts due
- 30 September 2026
- Last accounts
- 31 December 2024
- Conf. stmt due
- 8 May 2027
- Last conf. stmt
- 24 April 2026
Julia Williams Financial Planning Ltd
- Incorporated
- 25 April 2022 (4 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Owned by
- Accounts type
- Full
- Region
- Scotland
- Address
- 2-4 Fife StreetDufftownKeithAB55 4AL
Officers 3 active
Officer details are public data from the Companies House register.
Director · Appointed 12 June 2024
British
Born August 1982 (44)
Director · Appointed 30 November 2023
Also at Oakbank Financial Services Ltd. (proposed for strike-off) · more companies
British
Born December 1973 (52)
Director · Appointed 30 November 2023
Also at Oakbank Financial Services Ltd. (proposed for strike-off), Airp Holdings Ltd, CM Bidco Limited · more companies
British
Born August 1963 (63)
Officer history (1 former)
12 June 2024
30 November 2023
30 November 2023
30 November 2023
Resigned Williams, Julia Barclay as Director
25 April 2022
Appointed Williams, Julia Barclay as Director
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 30 November 2023
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company
Reg. no. 14368916
Former controllers (1)
30 November 2023
Ceased Julia Barclay Williams — Owns 75–100% of shares
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
Airp Holdings Ltd Owns 75–100% of shares
Campbell & McConnachie Limited Owns 75–100% of shares
Julia Williams Financial Planning Ltd This company Proposed for strike-offOwns 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 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
Figures from 2023 accounts. Newer accounts, made up to 31 December 2024, are filed but not read yet. See them on Companies House
- Cash
- £43,393
- Employees
- 5
- Current Ratio
- 1.6x
Balance sheet detail
| 2023 | |
|---|---|
| Fixed Assets | £1,810 |
| Current Assets | £51,268 |
| Debtors | £7,875 |
| Cash | £43,393 |
| Creditors (< 1 year) | £32,111 |
| Net Current Assets | £19,157 |
| Shareholder Funds | £20,967 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 24 April 2026 | Confirmation statement with no updates | 24 April 2026 | 3 | |
| 25 September 2025 | Full accounts | 31 December 2024 | 25 | |
| 29 April 2025 | Confirmation statement with no updates | 24 April 2025 | 3 | |
| 13 December 2024 | Current accounting period extended | 1 | ||
| 12 June 2024 | Appointment of a director | 2 |
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