Annual accounts
Micro Entity accounts
30/12/2026Filing deadline
Made up to 30/03/2025Due 30/12/2026
- Next accounts made up to
- 30/03/2026
- Last accounts made up to
- 30/03/2025
AEGIS FINANCIAL PLANNING LIMITED
Active- 08946610Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- 160 Eureka Park Upper Pemberton, Kennington, Ashford TN25 4AZ
- Classification (SIC)
- Activities auxiliary to financial intermediation n.e.c. (66.19 - SIC 2007)
- Accounts type
- Micro Entity
Company activity
The 4 most recent documents filed at Companies House.
Pre-Score for UK companies is coming soon
- 02/07/2026View PDF (1 pages)
Registered office address changed from Kennedys Accounting 160 Eureka Park, Upper Pemberton Kennington Ashford Kent TN25 4AZ England to 160 Eureka Park Upper Pemberton Kennington Ashford TN25 4AZ on 2026-07-02
- 25/06/2026View PDF (1 pages)
Registered office address changed from 160 Eureka Park Upper Pemberton Kennington Ashford TN25 4AZ England to Kennedys Accounting 160 Eureka Park, Upper Pemberton Kennington Ashford Kent TN25 4AZ on 2026-06-25
- 22/01/2026View PDF (3 pages)
Confirmation statement made on 2026-01-19 with no updates
- 26/09/2025View PDF (3 pages)
Micro company accounts made up to 2025-03-30
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.
On schedule
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 19/01/2027
- Last statement dated
- 30/03/2025
Financial performance
The latest figures AEGIS FINANCIAL PLANNING LIMITED filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£240.78K2025
144.62%vs 20242024: £98.43K
Total Assets
£263.38K2025
41.36%vs 20242024: £186.33K
Cash in Bank
£143.78K2022
315.08%vs 20212021: £34.64K
Total Liabilities
£22.60K2025
-74.29%vs 20242024: £87.90K
Employees
62025
0vs 20242024: 6
Of the 4 measures with an earlier filing to compare against, 3 rose and 1 fell. Net assets moved furthest, up 144.62% on 2024. See the full financial analysis for AEGIS FINANCIAL PLANNING LIMITED.
The full financial record
Four ways through AEGIS FINANCIAL PLANNING LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +34.2% 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 | 6 | 0 |
| 2024 | 6 | 0 |
| 2023 | 6 | +2 |
| 2022 | 4 | +1 |
| 2021 | 3 | – |
Reported employee count increased from 3 in 2021 to 6 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
6Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 20/03/2017–07/03/2019 | 14 | |
| Director | 01/01/2019–17/06/2019 | 0 | |
| Director | 19/03/2014–20/03/2017 | 14 | |
| Director | 17/06/2019–Present | 2 | |
| Director | 15/01/2021–Present | 13 | |
| Director | 19/03/2014–20/03/2017 | 13 |
Persons with significant control
5Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 20/03/2017–01/12/2018 | 14 | |
| 01/01/2019–17/06/2019 | 0 | |
| 17/06/2019–Present | 2 | |
| 18/01/2025–Present | 13 | |
| 06/04/2016–20/03/2017 | 13 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 14 Since 25/01/2023
- Last 12 months
- 4 -1 vs the year before
- Most recent filing
- 02/07/2026 2 months ago
What changed in the last year
- Registered office (2)Latest 02/07/2026
- Confirmation statementLatest 22/01/2026
- Accounts filedLatest 26/09/2025
Filing timeline
- 02/07/2026View PDF (1 pages)
Registered office address changed from Kennedys Accounting 160 Eureka Park, Upper Pemberton Kennington Ashford Kent TN25 4AZ England to 160 Eureka Park Upper Pemberton Kennington Ashford TN25 4AZ on 2026-07-02
- 25/06/2026View PDF (1 pages)
Registered office address changed from 160 Eureka Park Upper Pemberton Kennington Ashford TN25 4AZ England to Kennedys Accounting 160 Eureka Park, Upper Pemberton Kennington Ashford Kent TN25 4AZ on 2026-06-25
- 22/01/2026View PDF (3 pages)
Confirmation statement made on 2026-01-19 with no updates
- 26/09/2025View PDF (3 pages)
Micro company accounts made up to 2025-03-30
- 09/06/2025View PDF (2 pages)
Director's details changed for Mr John Robert Boss on 2025-06-09
- 09/06/2025View PDF (2 pages)
Change of details for Mr John Robert Boss as a person with significant control on 2025-06-09
- 27/01/2025View PDF (2 pages)
Notification of John Robert Boss as a person with significant control on 2025-01-18
- 27/01/2025View PDF (3 pages)
Confirmation statement made on 2025-01-19 with no updates
- 11/12/2024View PDF (3 pages)
Micro company accounts made up to 2024-03-30
- 31/01/2024View PDF (4 pages)
Confirmation statement made on 2024-01-19 with updates
- 28/09/2023View PDF (3 pages)
Micro company accounts made up to 2023-03-30
- 20/07/2023View PDF (1 pages)
Registered office address changed from 160 Upper Pemberton Kennington Ashford TN25 4AZ England to 160 Eureka Park Upper Pemberton Kennington Ashford TN25 4AZ on 2023-07-20
Showing 12 of 14 filings
See when the next accounts and confirmation statement are due
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221 UK companies are similar to AEGIS FINANCIAL PLANNING LIMITED, sharing the same company status (Active), the same industry sector and activity group (Activities auxiliary to financial intermediation n.e.c.) 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 insurance agents and brokers
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- Employees
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4WEALTH LIMITED
Active361 Rayleigh Road, Leigh-On-Sea, Essex SS9 5PS
- Activity
- Other activities auxiliary to insurance and pension funding
- Company no.
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ACTIVE MORTGAGE SERVICES LIMITED
Active3 Highcliff View, Westgate, Guisborough, Cleveland TS14 6AY
- Activity
- Activities auxiliary to financial intermediation n.e.c.
- Company no.
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- Employees
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LIBERTY WEALTH MANAGEMENT LIMITED
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- Activity
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- Employees
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About AEGIS FINANCIAL PLANNING LIMITED
A short description of the company, written from its Companies House record.
AEGIS FINANCIAL PLANNING LIMITED is a private limited company registered in the United Kingdom, based in 160 Eureka Park Upper Pemberton, Kennington, Ashford TN25 4AZ. Companies House classifies its business as Activities auxiliary to financial intermediation n.e.c.. It has been on the register for 12 years 6 months.
The register currently records it as active. Its 2025 accounts report net assets of £240.78K and 6 employees.
AEGIS FINANCIAL PLANNING LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does AEGIS FINANCIAL PLANNING LIMITED do?
Companies House records AEGIS FINANCIAL PLANNING LIMITED under one registered business activity: Activities auxiliary to financial intermediation n.e.c. (66.19 - SIC 2007).
Is AEGIS FINANCIAL PLANNING LIMITED still active?
AEGIS FINANCIAL PLANNING LIMITED is recorded as active on the Companies House register, and has been on it since 19/03/2014.
What are AEGIS FINANCIAL PLANNING LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £240.78K, total assets of £263.38K, cash in bank of £143.78K and total liabilities of £22.60K.
When did AEGIS FINANCIAL PLANNING LIMITED last file with Companies House?
The most recent document on the record is dated 02/07/2026: Registered office address changed from Kennedys Accounting 160 Eureka Park, Upper Pemberton Kennington Ashford Kent TN25 4AZ England to 160 Eureka Park Upper Pemberton Kennington Ashford TN25 4AZ on 2026-07-02, 2 months ago.
When are AEGIS FINANCIAL PLANNING LIMITED's next filings due?
On the current registry record, accounts are due by 30/12/2026.
Who runs AEGIS FINANCIAL PLANNING LIMITED?
Companies House lists 6 officers (2 currently in post) and 5 people with significant control (2 current).