Annual accounts
Unaudited abridged accounts
30/09/2026Filing deadline
Made up to 31/03/2025Due 30/09/2026
- Next accounts made up to
- 31/12/2025
- Last accounts made up to
- 31/03/2025
ADVANCED INVESTMENT & RETIREMENT PLANNING (SCOTLAND) LTD
Active- SC675101Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- 7 Ardross Street, Inverness IV3 5NN
- Classification (SIC)
- Financial intermediation not elsewhere classified (64.99/9 - SIC 2007)
- Accounts type
- Unaudited abridged
Company activity
Every document filed at Companies House for this company.
Pre-Score for UK companies is coming soon
- 24/09/2026View PDF (0 pages)
Unaudited abridged accounts made up to 2025-12-31
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.
Due in 5 days
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 30/03/2026
- Last statement dated
- 31/03/2025
Financial performance
The latest figures ADVANCED INVESTMENT & RETIREMENT PLANNING (SCOTLAND) LTD filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£128.17K2025
49.89%vs 20242024: £85.51K
Total Assets
£219.34K2025
32.32%vs 20242024: £165.76K
Cash in Bank
£122.07K2025
89.25%vs 20242024: £64.50K
Total Liabilities
£91.17K2025
13.61%vs 20242024: £80.25K
Employees
82025
0vs 20242024: 8
Of the 4 measures with an earlier filing to compare against, 4 rose. Cash in bank moved furthest, up 89.25% on 2024. See the full financial analysis for ADVANCED INVESTMENT & RETIREMENT PLANNING (SCOTLAND) LTD.
The full financial record
Four ways through ADVANCED INVESTMENT & RETIREMENT PLANNING (SCOTLAND) LTD's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +37.5% 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 | 8 | 0 |
| 2024 | 8 | +1 |
| 2023 | 7 | 0 |
| 2022 | 7 | +4 |
| 2021 | 3 | – |
Reported employee count increased from 3 in 2021 to 8 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
5Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 22/09/2020–14/05/2021 | 16 | |
| Director | 05/01/2026–Present | 7 | |
| Director | 22/09/2020–05/01/2026 | 7 | |
| Director | 22/09/2020–05/01/2026 | 7 | |
| Director | 05/01/2026–Present | 4 |
Persons with significant control
1Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 22/09/2020–Present | 0 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 1 Since 24/09/2026
- Last 12 months
- 1
- Most recent filing
- 24/09/2026 less than a month ago
What changed in the last year
- Accounts filedLatest 24/09/2026
Filing timeline
- 24/09/2026View PDF (0 pages)
Unaudited abridged accounts made up to 2025-12-31
See when the next accounts and confirmation statement are due
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- Activity
- Activities of other holding companies n.e.c.
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GVO MONTI LIMITED
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- Activity
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SOUND FINANCIAL PLANNING LIMITED
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- Activity
- Financial intermediation not elsewhere classified
- Company no.
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- Employees
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3 W EQUITY LTD
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- Activity
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About ADVANCED INVESTMENT & RETIREMENT PLANNING (SCOTLAND) LTD
A short description of the company, written from its Companies House record.
ADVANCED INVESTMENT & RETIREMENT PLANNING (SCOTLAND) LTD is a private limited company registered in the United Kingdom, based in 7 Ardross Street, Inverness IV3 5NN. Companies House classifies its business as Financial intermediation not elsewhere classified. It has been on the register for 6 years.
The register currently records it as active. Its 2025 accounts report net assets of £128.17K and 8 employees.
ADVANCED INVESTMENT & RETIREMENT PLANNING (SCOTLAND) LTD: frequently asked questions
Answered from this company's own registry record and filed figures.
What does ADVANCED INVESTMENT & RETIREMENT PLANNING (SCOTLAND) LTD do?
Companies House records ADVANCED INVESTMENT & RETIREMENT PLANNING (SCOTLAND) LTD under one registered business activity: Financial intermediation not elsewhere classified (64.99/9 - SIC 2007).
Is ADVANCED INVESTMENT & RETIREMENT PLANNING (SCOTLAND) LTD still active?
ADVANCED INVESTMENT & RETIREMENT PLANNING (SCOTLAND) LTD is recorded as active on the Companies House register, and has been on it since 22/09/2020.
What are ADVANCED INVESTMENT & RETIREMENT PLANNING (SCOTLAND) LTD's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £128.17K, total assets of £219.34K, cash in bank of £122.07K and total liabilities of £91.17K.
When did ADVANCED INVESTMENT & RETIREMENT PLANNING (SCOTLAND) LTD last file with Companies House?
The most recent document on the record is dated 24/09/2026: Unaudited abridged accounts made up to 2025-12-31, less than a month ago.
When are ADVANCED INVESTMENT & RETIREMENT PLANNING (SCOTLAND) LTD's next filings due?
On the current registry record, accounts are due by 30/09/2026.
Who runs ADVANCED INVESTMENT & RETIREMENT PLANNING (SCOTLAND) LTD?
Companies House lists 5 officers (2 currently in post) and 1 person with significant control.