Annual accounts
Total Exemption Full accounts
31/07/2026Filing deadline
Made up to 31/10/2024Due 31/07/2026
- Next accounts made up to
- 31/10/2025
- Last accounts made up to
- 31/10/2024
A&G FINANCIAL PLANNING LIMITED
Active- SC678392Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- Unit 5 Gateway Business Park, Beancross Road, Grangemouth FK3 8WX
- Classification (SIC)
- Financial management (70.22/1 - SIC 2007)
- Accounts type
- Total Exemption Full
Company activity
The 4 most recent documents filed at Companies House.
Pre-Score for UK companies is coming soon
- 30/07/2026View PDF (6 pages)
Total exemption full accounts made up to 2025-10-31
- 09/04/2026View PDF (2 pages)
Notification of A & G Financial Planning (Holdings) Limited as a person with significant control on 2026-03-30
- 08/04/2026View PDF (1 pages)
Cessation of Daniel Alan Leishman Stewart as a person with significant control on 2026-03-30
- 08/04/2026View PDF (1 pages)
Cessation of Gary Alan Stewart as a person with significant control on 2026-03-30
Coming soon
What Pre-Score will tell you
- Whether the filed accounts are strengthening or weakening year on year.
- Whether this company files on time, and how often its record changes.
- How its officers and controlling parties connect to other UK companies.
Accounts and confirmation statement
The two filings Companies House requires every year, and where each one stands against its deadline today.
56 days overdue
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 20/10/2026
- Last statement dated
- 31/10/2024
Financial performance
The latest figures A&G FINANCIAL PLANNING LIMITED filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£200.22K2025
17.76%vs 20242024: £170.02K
Total Assets
£279.81K2025
25.59%vs 20242024: £222.80K
Cash in Bank
£254.03K2025
35.55%vs 20242024: £187.40K
Total Liabilities
£79.59K2025
50.79%vs 20242024: £52.78K
Employees
22025
0vs 20242024: 2
Of the 4 measures with an earlier filing to compare against, 4 rose. Cash in bank moved furthest, up 35.55% on 2024. See the full financial analysis for A&G FINANCIAL PLANNING LIMITED.
The full financial record
Four ways through A&G FINANCIAL PLANNING LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +16.6% a year (CAGR)Three-year trend, 2023–2025Every measure end to end across 2023, 2024 and 2025, with the compound rate behind each one.See what moved5 chartsCharts by indicator5 filed indicators plotted year by year, 2021–2025.Plot the figuresNothing estimatedRatios from the filed figures4 ratios computed from this company's own reported amounts, each shown against the year it was derived from.Check the ratios5 × 5 yearsEvery figure by yearAll 5 measures Okredo tracks across 5 reported years, exactly as filed.Open the table
Employees
Headcount as reported to Companies House for 2021–2025.
| Year | Employees | Change |
|---|---|---|
| 2025 | 2 | 0 |
| 2024 | 2 | -2 |
| 2023 | 4 | 0 |
| 2022 | 4 | 0 |
| 2021 | 4 | – |
Reported employee count decreased from 4 in 2021 to 2 in 2025. See how headcount moved alongside the reported financials.
Credit report
It is a professional assessment of the company 's performance, revealing company's potential and risks, showing it's past experiences and revealing future prospects.
- Company potential
- Risk indicators
- Past performance
- Future prospects
Officers
2Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 21/10/2020–30/03/2026 | 0 | |
| Director | 21/10/2020–Present | 2 |
Persons with significant control
5Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 21/10/2020–30/03/2026 | 0 | |
| 21/10/2020–Present | 0 | |
| 21/10/2020–30/03/2026 | 2 | |
| 21/10/2020–Present | 2 | |
| 30/03/2026–Present | 0 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 25 Since 21/10/2020
- Last 12 months
- 6 +4 vs the year before
- Most recent filing
- 30/07/2026 1 month ago
What changed in the last year
- Accounts filedLatest 30/07/2026
- Officer changes (4)Latest 09/04/2026
- Confirmation statementLatest 21/10/2025
Filing timeline
- 30/07/2026View PDF (6 pages)
Total exemption full accounts made up to 2025-10-31
- 09/04/2026View PDF (2 pages)
Notification of A & G Financial Planning (Holdings) Limited as a person with significant control on 2026-03-30
- 08/04/2026View PDF (1 pages)
Cessation of Daniel Alan Leishman Stewart as a person with significant control on 2026-03-30
- 08/04/2026View PDF (1 pages)
Cessation of Gary Alan Stewart as a person with significant control on 2026-03-30
- 08/04/2026View PDF (1 pages)
Termination of appointment of Daniel Alan Leishman Stewart as a director on 2026-03-30
- 21/10/2025View PDF (3 pages)
Confirmation statement made on 2025-10-20 with no updates
- 31/07/2025View PDF (6 pages)
Total exemption full accounts made up to 2024-10-31
- 28/10/2024View PDF (6 pages)
Confirmation statement made on 2024-10-20 with updates
- 24/09/2024View PDF (2 pages)
Change of share class name or designation
- 24/09/2024View PDF (3 pages)
Particulars of variation of rights attached to shares
- 19/09/2024View PDF (2 pages)
Resolutions
- 19/09/2024View PDF (21 pages)
Memorandum and Articles of Association
Showing 12 of 25 filings
See when the next accounts and confirmation statement are due
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About A&G FINANCIAL PLANNING LIMITED
A short description of the company, written from its Companies House record.
A&G FINANCIAL PLANNING LIMITED is a private limited company registered in the United Kingdom, based in Unit 5 Gateway Business Park, Beancross Road, Grangemouth FK3 8WX. Companies House classifies its business as Financial management. It has been on the register for 5 years 11 months.
The register currently records it as active. Its 2025 accounts report net assets of £200.22K and 2 employees. Its accounts are past the filing deadline shown on the registry record.
A&G FINANCIAL PLANNING LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does A&G FINANCIAL PLANNING LIMITED do?
Companies House records A&G FINANCIAL PLANNING LIMITED under one registered business activity: Financial management (70.22/1 - SIC 2007).
Is A&G FINANCIAL PLANNING LIMITED still active?
A&G FINANCIAL PLANNING LIMITED is recorded as active on the Companies House register, and has been on it since 21/10/2020.
What are A&G FINANCIAL PLANNING LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £200.22K, total assets of £279.81K, cash in bank of £254.03K and total liabilities of £79.59K.
When did A&G FINANCIAL PLANNING LIMITED last file with Companies House?
The most recent document on the record is dated 30/07/2026: Total exemption full accounts made up to 2025-10-31, 1 month ago.
When are A&G FINANCIAL PLANNING LIMITED's next filings due?
On the current registry record, accounts are due by 31/07/2026, which has passed.
Who runs A&G FINANCIAL PLANNING LIMITED?
Companies House lists 2 officers (1 currently in post) and 5 people with significant control (3 current).