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
ADLER FINANCIAL PLANNING LIMITED
Active- 06848531Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- Prudent House 50 Yardley Road, Acocks Green, Birmingham B27 6LG
- Classification (SIC)
- Financial intermediation not elsewhere classified (64.99/9 - 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
- 16/04/2026View PDF (3 pages)
Confirmation statement made on 2026-03-20 with no updates
- 30/10/2025View PDF (6 pages)
Replacement filing of SH01 - 20/01/20 Statement of Capital gbp 106
- 30/10/2025View PDF (4 pages)
Change of share class name or designation
- 30/10/2025View PDF (2 pages)
Change of share class name or designation
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
- 20/03/2026
- Last statement dated
- 31/03/2025
Financial performance
The latest figures ADLER FINANCIAL PLANNING LIMITED filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£240.36K2025
-4.86%vs 20242024: £252.65K
Total Assets
£390.72K2025
-4.92%vs 20242024: £410.94K
Cash in Bank
£319.00K2025
3.20%vs 20242024: £309.11K
Total Liabilities
£150.36K2025
-5.01%vs 20242024: £158.29K
Employees
102025
0vs 20242024: 10
Of the 4 measures with an earlier filing to compare against, 1 rose and 3 fell. Total assets moved furthest, down 4.92% on 2024. See the full financial analysis for ADLER FINANCIAL PLANNING LIMITED.
The full financial record
Four ways through ADLER FINANCIAL PLANNING LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · -15.4% 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 | 10 | 0 |
| 2024 | 10 | 0 |
| 2023 | 10 | 0 |
| 2022 | 10 | 0 |
| 2021 | 10 | – |
Reported employee count was unchanged at 10 between 2021 and 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
6Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 16/03/2009–22/11/2018 | 6 | |
| Director | 16/03/2009–Present | 3 | |
| Director | 16/03/2009–Present | 0 | |
| Director | 16/03/2009–22/11/2018 | 1 | |
| Director | 01/04/2021–Present | 0 | |
| Secretary | 16/03/2009–22/11/2018 | 1 |
Persons with significant control
4Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 06/04/2016–Present | 2 | |
| 06/04/2016–22/11/2018 | 6 | |
| 06/04/2016–Present | 3 | |
| 22/11/2018–Present | 0 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 76 Since 16/03/2009
- Last 12 months
- 4 -4 vs the year before
- Most recent filing
- 16/04/2026 5 months ago
What changed in the last year
- Confirmation statementLatest 16/04/2026
- Share capitalLatest 30/10/2025
Filing timeline
- 16/04/2026View PDF (3 pages)
Confirmation statement made on 2026-03-20 with no updates
- 30/10/2025View PDF (6 pages)
Replacement filing of SH01 - 20/01/20 Statement of Capital gbp 106
- 30/10/2025View PDF (4 pages)
Change of share class name or designation
- 30/10/2025View PDF (2 pages)
Change of share class name or designation
- 30/07/2025View PDF (8 pages)
Total exemption full accounts made up to 2025-03-31
- 18/07/2025View PDF (3 pages)
Statement of capital following an allotment of shares on 2020-01-20
- 14/07/2025View PDF (2 pages)
Change of share class name or designation
- 14/07/2025View PDF (2 pages)
Particulars of variation of rights attached to shares
- 07/07/2025View PDF (17 pages)
Memorandum and Articles of Association
- 03/07/2025View PDF (3 pages)
Resolutions
- 28/04/2025View PDF (3 pages)
Confirmation statement made on 2025-03-20 with no updates
- 20/12/2024View PDF (8 pages)
Total exemption full accounts made up to 2024-03-31
Showing 12 of 76 filings
See when the next accounts and confirmation statement are due
Similar companies
189 UK companies are similar to ADLER FINANCIAL PLANNING LIMITED, 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.
SA BEAUTY LTD
Active4 Whitchurch Parade, Whitchurch Lane, Edgware, Middlesex HA8 6LR
- 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
Active25a Park Square West, Leeds, West Yorkshire LS1 2PW
- Activity
- Activities of venture and development capital companies
- Company no.
- 11679239
- Incorporated
- 15/11/2018
- Employees
- 8
About ADLER FINANCIAL PLANNING LIMITED
A short description of the company, written from its Companies House record.
ADLER FINANCIAL PLANNING LIMITED is a private limited company registered in the United Kingdom, based in Prudent House 50 Yardley Road, Acocks Green, Birmingham B27 6LG. Companies House classifies its business as Financial intermediation not elsewhere classified. It has been on the register for 17 years 6 months.
The register currently records it as active. Its 2025 accounts report net assets of £240.36K and 10 employees.
ADLER FINANCIAL PLANNING LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does ADLER FINANCIAL PLANNING LIMITED do?
Companies House records ADLER FINANCIAL PLANNING LIMITED under one registered business activity: Financial intermediation not elsewhere classified (64.99/9 - SIC 2007).
Is ADLER FINANCIAL PLANNING LIMITED still active?
ADLER FINANCIAL PLANNING LIMITED is recorded as active on the Companies House register, and has been on it since 16/03/2009.
What are ADLER FINANCIAL PLANNING LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £240.36K, total assets of £390.72K, cash in bank of £319.00K and total liabilities of £150.36K.
When did ADLER FINANCIAL PLANNING LIMITED last file with Companies House?
The most recent document on the record is dated 16/04/2026: Confirmation statement made on 2026-03-20 with no updates, 5 months ago.
When are ADLER FINANCIAL PLANNING LIMITED's next filings due?
On the current registry record, accounts are due by 31/12/2026.
Who runs ADLER FINANCIAL PLANNING LIMITED?
Companies House lists 6 officers (3 currently in post) and 4 people with significant control (3 current).