Annual accounts
Micro Entity accounts
30/06/2027Filing deadline
Made up to 30/09/2025Due 30/06/2027
- Next accounts made up to
- 30/09/2026
- Last accounts made up to
- 30/09/2025
BW FINANCIAL PLANNING LIMITED
Active- 06649429Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- Ldp Luckmans 1110 Elliott Court, Coventry Business Park, Coventry CV5 6UB
- 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
- 21/07/2026View PDF (3 pages)
Confirmation statement made on 2026-07-17 with no updates
- 20/07/2026View PDF (2 pages)
Director's details changed for Mrs Clare Wall on 2026-07-20
- 20/07/2026View PDF (2 pages)
Director's details changed for Mrs Sharon Bruck on 2026-07-20
- 12/02/2026View PDF (6 pages)
Micro company accounts made up to 2025-09-30
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
- 17/07/2026
- Last statement dated
- 30/09/2025
Financial performance
The latest figures BW FINANCIAL PLANNING LIMITED filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£5.72K2025
-62.23%vs 20242024: £15.15K
Total Assets
£87.86K2025
-5.60%vs 20242024: £93.07K
Total Liabilities
£82.14K2025
5.41%vs 20242024: £77.92K
Employees
72025
+2vs 20242024: 5
Of the 3 measures with an earlier filing to compare against, 1 rose and 2 fell. Net assets moved furthest, down 62.23% on 2024. See the full financial analysis for BW FINANCIAL PLANNING LIMITED.
The full financial record
Four ways through BW FINANCIAL PLANNING LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · -75.6% 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 moved4 chartsCharts by indicator4 filed indicators plotted year by year, 2021–2025.Plot the figuresNothing estimatedRatios from the filed figures2 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 | 7 | +2 |
| 2024 | 5 | -2 |
| 2023 | 7 | 0 |
| 2022 | 7 | 0 |
| 2021 | 7 | – |
Reported employee count was unchanged at 7 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
4Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 17/07/2008–Present | 0 | |
| Director | 17/07/2008–Present | 0 | |
| Director | 01/08/2012–Present | 0 | |
| Director | 01/08/2012–Present | 0 |
Persons with significant control
2Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 01/07/2016–Present | 0 | |
| 01/07/2016–Present | 0 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 52 Since 17/07/2008
- Last 12 months
- 4 +2 vs the year before
- Most recent filing
- 21/07/2026 2 months ago
What changed in the last year
- Confirmation statementLatest 21/07/2026
- Officer changes (2)Latest 20/07/2026
- Accounts filedLatest 12/02/2026
Filing timeline
- 21/07/2026View PDF (3 pages)
Confirmation statement made on 2026-07-17 with no updates
- 20/07/2026View PDF (2 pages)
Director's details changed for Mrs Clare Wall on 2026-07-20
- 20/07/2026View PDF (2 pages)
Director's details changed for Mrs Sharon Bruck on 2026-07-20
- 12/02/2026View PDF (6 pages)
Micro company accounts made up to 2025-09-30
- 21/07/2025View PDF (3 pages)
Confirmation statement made on 2025-07-17 with no updates
- 07/05/2025View PDF (5 pages)
Micro company accounts made up to 2024-09-30
- 22/07/2024View PDF (3 pages)
Confirmation statement made on 2024-07-17 with no updates
- 08/02/2024View PDF (6 pages)
Micro company accounts made up to 2023-09-30
- 07/08/2023View PDF (1 pages)
Registered office address changed from Suite 4 Offerton Barns Business Centre Offerton Lane Hindlip Worcester Worcestershire WR3 8SX to Ldp Luckmans 1110 Elliott Court Coventry Business Park Coventry CV5 6UB on 2023-08-07
- 17/07/2023View PDF (3 pages)
Confirmation statement made on 2023-07-17 with no updates
- 16/12/2022View PDF (6 pages)
Micro company accounts made up to 2022-09-30
- 18/07/2022View PDF (3 pages)
Confirmation statement made on 2022-07-17 with no updates
Showing 12 of 52 filings
See when the next accounts and confirmation statement are due
Similar companies
221 UK companies are similar to BW 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.
PROSPERITY FINANCIAL MANAGEMENT LIMITED
Active195 High Street, Northallerton, North Yorkshire DL7 8LF
- Activity
- Activities of insurance agents and brokers
- Company no.
- 04703113
- Incorporated
- 19/03/2003
- Employees
- 6
BLUEGLEN INVESTMENT PARTNERS LIMITED
Active9 Stratford Place, London W1C 1AZ
- Activity
- Fund management activities
- Company no.
- 10494530
- Incorporated
- 24/11/2016
- Employees
- 6
4WEALTH LIMITED
Active361 Rayleigh Road, Leigh-On-Sea, Essex SS9 5PS
- Activity
- Other activities auxiliary to insurance and pension funding
- Company no.
- 04668130
- Incorporated
- 17/02/2003
- Employees
- 6
ACTIVE MORTGAGE SERVICES LIMITED
Active3 Highcliff View, Westgate, Guisborough, Cleveland TS14 6AY
- Activity
- Activities auxiliary to financial intermediation n.e.c.
- Company no.
- 04600469
- Incorporated
- 26/11/2002
- Employees
- 6
LIBERTY WEALTH MANAGEMENT LIMITED
Active47b High Street, Ongar, Essex CM5 9DT
- Activity
- Activities of insurance agents and brokers
- Company no.
- 03783537
- Incorporated
- 07/06/1999
- Employees
- 6
About BW FINANCIAL PLANNING LIMITED
A short description of the company, written from its Companies House record.
BW FINANCIAL PLANNING LIMITED is a private limited company registered in the United Kingdom, based in Ldp Luckmans 1110 Elliott Court, Coventry Business Park, Coventry CV5 6UB. Companies House classifies its business as Activities auxiliary to financial intermediation n.e.c.. It has been on the register for 18 years 2 months.
The register currently records it as active. Its 2025 accounts report net assets of £5.72K and 7 employees.
BW FINANCIAL PLANNING LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does BW FINANCIAL PLANNING LIMITED do?
Companies House records BW FINANCIAL PLANNING LIMITED under one registered business activity: Activities auxiliary to financial intermediation n.e.c. (66.19 - SIC 2007).
Is BW FINANCIAL PLANNING LIMITED still active?
BW FINANCIAL PLANNING LIMITED is recorded as active on the Companies House register, and has been on it since 17/07/2008.
What are BW FINANCIAL PLANNING LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £5.72K, total assets of £87.86K and total liabilities of £82.14K.
When did BW FINANCIAL PLANNING LIMITED last file with Companies House?
The most recent document on the record is dated 21/07/2026: Confirmation statement made on 2026-07-17 with no updates, 2 months ago.
When are BW FINANCIAL PLANNING LIMITED's next filings due?
On the current registry record, accounts are due by 30/06/2027.
Who runs BW FINANCIAL PLANNING LIMITED?
Companies House lists 4 officers and 2 people with significant control.