Annual accounts
Total Exemption Full accounts
31/03/2026Filing deadline
Made up to 30/06/2024Due 31/03/2026
- Next accounts made up to
- 30/06/2025
- Last accounts made up to
- 30/06/2024
BALANCE: WEALTH PLANNING LIMITED
Active- 08552799Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- The Point Loughborough Road, West Bridgford, Nottingham NG2 7QW
- Classification (SIC)
- Activities auxiliary to financial intermediation n.e.c. (66.19 - 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
- 24/06/2026View PDF (3 pages)
Confirmation statement made on 2026-06-03 with no updates
- 24/03/2026View PDF (7 pages)
Total exemption full accounts made up to 2025-06-30
- 17/01/2026View PDF (1 pages)
Termination of appointment of Laura Jane Dean as a director on 2026-01-16
- 13/06/2025View PDF (3 pages)
Confirmation statement made on 2025-06-03 with no updates
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.
178 days overdue
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 03/06/2026
- Last statement dated
- 30/06/2024
Financial performance
The latest figures BALANCE: WEALTH PLANNING LIMITED filed. Okredo holds filed accounts data for 2021–2024; the year-by-year record is on the financials page.
Net Assets
£268.34K2024
7.18%vs 20232023: £250.36K
Total Assets
£328.67K2024
11.81%vs 20232023: £293.94K
Cash in Bank
£162.54K2024
21.50%vs 20232023: £133.78K
Total Liabilities
£44.43K2024
94.70%vs 20232023: £22.82K
Employees
212024
+4vs 20232023: 17
Of the 4 measures with an earlier filing to compare against, 4 rose. Total assets moved furthest, up 11.81% on 2023. See the full financial analysis for BALANCE: WEALTH PLANNING LIMITED.
The full financial record
Four ways through BALANCE: WEALTH PLANNING LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +2.4% a year (CAGR)Three-year trend, 2022–2024Every measure end to end across 2022, 2023 and 2024, with the compound rate behind each one.See what moved5 chartsCharts by indicator5 filed indicators plotted year by year, 2021–2024.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 × 4 yearsEvery figure by yearAll 5 measures Okredo tracks across 4 reported years, exactly as filed.Open the table
Employees
Headcount as reported to Companies House for 2021–2024.
| Year | Employees | Change |
|---|---|---|
| 2024 | 21 | +4 |
| 2023 | 17 | +2 |
| 2022 | 15 | +3 |
| 2021 | 12 | – |
Reported employee count increased from 12 in 2021 to 21 in 2024. 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
7Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 19/10/2014–27/06/2018 | 1 | |
| Director | 22/07/2019–18/04/2023 | 1 | |
| Director | 03/06/2013–Present | 8 | |
| Director | 02/02/2015–29/04/2019 | 8 | |
| Director | 06/01/2022–Present | 5 | |
| Director | 08/02/2022–16/01/2026 | 1 | |
| Director | 09/02/2022–Present | 2 |
Persons with significant control
1Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 06/04/2016–Present | 8 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 48 Since 03/06/2013
- Last 12 months
- 3 +1 vs the year before
- Most recent filing
- 24/06/2026 3 months ago
What changed in the last year
- Confirmation statementLatest 24/06/2026
- Accounts filedLatest 24/03/2026
- Officer changesLatest 17/01/2026
Filing timeline
- 24/06/2026View PDF (3 pages)
Confirmation statement made on 2026-06-03 with no updates
- 24/03/2026View PDF (7 pages)
Total exemption full accounts made up to 2025-06-30
- 17/01/2026View PDF (1 pages)
Termination of appointment of Laura Jane Dean as a director on 2026-01-16
- 13/06/2025View PDF (3 pages)
Confirmation statement made on 2025-06-03 with no updates
- 28/03/2025View PDF (7 pages)
Total exemption full accounts made up to 2024-06-30
- 03/06/2024View PDF (3 pages)
Confirmation statement made on 2024-06-03 with no updates
- 25/03/2024View PDF (8 pages)
Total exemption full accounts made up to 2023-06-30
- 06/06/2023View PDF (4 pages)
Confirmation statement made on 2023-06-03 with updates
- 18/04/2023View PDF (1 pages)
Termination of appointment of Matthew James Duncan Aldridge as a director on 2023-04-18
- 16/03/2023View PDF (8 pages)
Total exemption full accounts made up to 2022-06-30
- 14/06/2022View PDF (4 pages)
Confirmation statement made on 2022-06-03 with updates
- 24/03/2022View PDF (8 pages)
Total exemption full accounts made up to 2021-06-30
Showing 12 of 48 filings
See when the next accounts and confirmation statement are due
Similar companies
46 UK companies are similar to BALANCE: WEALTH 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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- Employees
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LONDON AND OXFORD CAPITAL MARKETS LIMITED
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- Activity
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- Company no.
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ANGLIA (UK) LIMITED
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- Company no.
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ARK INSURANCE GROUP LIMITED
ActiveLeofric House, Binley Road, Coventry, West Midlands CV3 1JN
- Activity
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About BALANCE: WEALTH PLANNING LIMITED
A short description of the company, written from its Companies House record.
BALANCE: WEALTH PLANNING LIMITED is a private limited company registered in the United Kingdom, based in The Point Loughborough Road, West Bridgford, Nottingham NG2 7QW. Companies House classifies its business as Activities auxiliary to financial intermediation n.e.c.. It has been on the register for 13 years 3 months.
The register currently records it as active. Its 2024 accounts report net assets of £268.34K and 21 employees. Its accounts are past the filing deadline shown on the registry record.
BALANCE: WEALTH PLANNING LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does BALANCE: WEALTH PLANNING LIMITED do?
Companies House records BALANCE: WEALTH PLANNING LIMITED under one registered business activity: Activities auxiliary to financial intermediation n.e.c. (66.19 - SIC 2007).
Is BALANCE: WEALTH PLANNING LIMITED still active?
BALANCE: WEALTH PLANNING LIMITED is recorded as active on the Companies House register, and has been on it since 03/06/2013.
What are BALANCE: WEALTH PLANNING LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2024 and report net assets of £268.34K, total assets of £328.67K, cash in bank of £162.54K and total liabilities of £44.43K.
When did BALANCE: WEALTH PLANNING LIMITED last file with Companies House?
The most recent document on the record is dated 24/06/2026: Confirmation statement made on 2026-06-03 with no updates, 3 months ago.
When are BALANCE: WEALTH PLANNING LIMITED's next filings due?
On the current registry record, accounts are due by 31/03/2026, which has passed.
Who runs BALANCE: WEALTH PLANNING LIMITED?
Companies House lists 7 officers (3 currently in post) and 1 person with significant control.