Annual accounts
Total Exemption Full accounts
31/12/2026Filing deadline
Made up to 31/03/2025Due 31/12/2026
- Next accounts made up to
- 31/03/2026
- Last accounts made up to
- 31/03/2025
ABACUS WEALTH PLANNING LTD.
Active- 02061670Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- 18 St. Thomas Road, Brentwood CM14 4DB
- Classification (3 SIC codes)
- Financial intermediation not elsewhere classified (64.99/9 - SIC 2007)Life insurance (65.11 - SIC 2007)Pension funding (65.30 - 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
- 23/07/2026View PDF (3 pages)
Confirmation statement made on 2026-06-26 with no updates
- 19/12/2025View PDF (8 pages)
Total exemption full accounts made up to 2025-03-31
- 04/08/2025View PDF (3 pages)
Confirmation statement made on 2025-07-23 with no updates
- 20/12/2024View PDF (9 pages)
Total exemption full accounts made up to 2024-03-31
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.
On schedule
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 23/07/2026
- Last statement dated
- 31/03/2025
Financial performance
The latest figures ABACUS WEALTH PLANNING LTD. filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£217.23K2025
16.86%vs 20242024: £185.88K
Total Assets
£593.09K2025
5.26%vs 20242024: £563.48K
Cash in Bank
£91.57K2025
53.39%vs 20242024: £59.70K
Total Liabilities
£375.86K2025
-0.46%vs 20242024: £377.60K
Employees
92025
+1vs 20242024: 8
Of the 4 measures with an earlier filing to compare against, 3 rose and 1 fell. Cash in bank moved furthest, up 53.39% on 2024. See the full financial analysis for ABACUS WEALTH PLANNING LTD..
The full financial record
Four ways through ABACUS WEALTH PLANNING LTD.'s filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +7.5% 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 | 9 | +1 |
| 2024 | 8 | 0 |
| 2023 | 8 | 0 |
| 2022 | 8 | 0 |
| 2021 | 8 | – |
Reported employee count increased from 8 in 2021 to 9 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
3Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 31/03/1998–06/04/2008 | 0 | |
| Director | 23/03/2009–Present | 0 | |
| Director | 01/05/2024–Present | 0 |
Persons with significant control
4Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 23/07/2016–Present | 0 | |
| 23/07/2016–Present | 0 | |
| 23/07/2016–30/04/2024 | 0 | |
| 01/05/2024–Present | 0 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 109 Since 06/10/1986
- Last 12 months
- 2 -2 vs the year before
- Most recent filing
- 23/07/2026 2 months ago
What changed in the last year
- Confirmation statementLatest 23/07/2026
- Accounts filedLatest 19/12/2025
Filing timeline
- 23/07/2026View PDF (3 pages)
Confirmation statement made on 2026-06-26 with no updates
- 19/12/2025View PDF (8 pages)
Total exemption full accounts made up to 2025-03-31
- 04/08/2025View PDF (3 pages)
Confirmation statement made on 2025-07-23 with no updates
- 20/12/2024View PDF (9 pages)
Total exemption full accounts made up to 2024-03-31
- 06/11/2024View PDF (1 pages)
Cessation of Joan Marion Moisey as a person with significant control on 2024-04-30
- 06/11/2024View PDF (2 pages)
Notification of Paul Stephen Moisey as a person with significant control on 2024-05-01
- 03/08/2024View PDF (4 pages)
Confirmation statement made on 2024-07-23 with updates
- 05/06/2024View PDF (1 pages)
Secretary's details changed for Mrs Joan Marion Moisey on 2024-06-05
- 05/06/2024View PDF (2 pages)
Director's details changed for Mrs Joan Marion Moisey on 2024-06-05
- 08/05/2024View PDF (2 pages)
Appointment of Mr Paul Stephen Moisey as a director on 2024-05-01
- 23/10/2023View PDF (9 pages)
Total exemption full accounts made up to 2023-03-31
- 28/07/2023View PDF (3 pages)
Confirmation statement made on 2023-07-23 with no updates
Showing 12 of 109 filings
See when the next accounts and confirmation statement are due
Similar companies
189 UK companies are similar to ABACUS WEALTH PLANNING LTD., sharing the same company status (Active), the same industry sector and activity group (Financial intermediation not elsewhere classified) and a comparable number of employees. The 5 closest matches are shown below to help you compare competitors and industry peers.
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- Activity
- Activities of other holding companies n.e.c.
- Company no.
- 13310592
- Incorporated
- 03/04/2021
- Employees
- 8
KIND WEALTH LIMITED
Active39 Foregate Street, Worcester WR1 1DJ
- Activity
- Financial intermediation not elsewhere classified
- Company no.
- 08431437
- Incorporated
- 06/03/2013
- Employees
- 8
GVO MONTI LIMITED
ActiveMalverleys Fullers Lane, East End, Newbury RG20 0AA
- Activity
- Activities of other holding companies n.e.c.
- Company no.
- 10403880
- Incorporated
- 30/09/2016
- Employees
- 9
SOUND FINANCIAL PLANNING LIMITED
Active16 Heronsgate Trading Estate, Paycocke Road, Basildon, Essex SS14 3EU
- Activity
- Financial intermediation not elsewhere classified
- Company no.
- 03980161
- Incorporated
- 26/04/2000
- Employees
- 10
3 W EQUITY LTD
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- Activity
- Activities of venture and development capital companies
- Company no.
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- Employees
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About ABACUS WEALTH PLANNING LTD.
A short description of the company, written from its Companies House record.
ABACUS WEALTH PLANNING LTD. is a private limited company registered in the United Kingdom, based in 18 St. Thomas Road, Brentwood CM14 4DB. Companies House classifies its business as Financial intermediation not elsewhere classified, one of 3 SIC classifications on its record. It has been on the register for 39 years 11 months.
The register currently records it as active. Its 2025 accounts report net assets of £217.23K and 9 employees.
ABACUS WEALTH PLANNING LTD.: frequently asked questions
Answered from this company's own registry record and filed figures.
What does ABACUS WEALTH PLANNING LTD. do?
Companies House records ABACUS WEALTH PLANNING LTD. under 3 registered business activities: Financial intermediation not elsewhere classified (64.99/9 - SIC 2007), Life insurance (65.11 - SIC 2007) and Pension funding (65.30 - SIC 2007).
Is ABACUS WEALTH PLANNING LTD. still active?
ABACUS WEALTH PLANNING LTD. is recorded as active on the Companies House register, and has been on it since 06/10/1986.
What are ABACUS WEALTH PLANNING LTD.'s latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £217.23K, total assets of £593.09K, cash in bank of £91.57K and total liabilities of £375.86K.
When did ABACUS WEALTH PLANNING LTD. last file with Companies House?
The most recent document on the record is dated 23/07/2026: Confirmation statement made on 2026-06-26 with no updates, 2 months ago.
When are ABACUS WEALTH PLANNING LTD.'s next filings due?
On the current registry record, accounts are due by 31/12/2026.
Who runs ABACUS WEALTH PLANNING LTD.?
Companies House lists 3 officers (2 currently in post) and 4 people with significant control (3 current).