Annual accounts
Micro Entity accounts
31/05/2027Filing deadline
Made up to 31/08/2025Due 31/05/2027
- Next accounts made up to
- 31/08/2026
- Last accounts made up to
- 31/08/2025
FINANCIAL PLANNING CONCEPTS LIMITED
Active- 05907482Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- 22 Victoria Road, St. Austell, Cornwall PL25 4QD
- Classification (SIC)
- Other activities auxiliary to insurance and pension funding (66.29 - 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
- 21/08/2026View PDF (3 pages)
Confirmation statement made on 2026-08-16 with no updates
- 06/01/2026View PDF (2 pages)
Micro company accounts made up to 2025-08-31
- 29/08/2025View PDF (3 pages)
Confirmation statement made on 2025-08-16 with no updates
- 04/02/2025View PDF (2 pages)
Micro company accounts made up to 2024-08-31
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.
On schedule
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 16/08/2026
- Last statement dated
- 31/08/2025
Financial performance
The latest figures FINANCIAL PLANNING CONCEPTS LIMITED filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£161.68K2025
9.66%vs 20242024: £147.43K
Total Assets
£221.18K2025
10.61%vs 20242024: £199.97K
Total Liabilities
£59.50K2025
13.25%vs 20242024: £52.54K
Employees
22025
-2vs 20242024: 4
Of the 3 measures with an earlier filing to compare against, 3 rose. Total assets moved furthest, up 10.61% on 2024. See the full financial analysis for FINANCIAL PLANNING CONCEPTS LIMITED.
The full financial record
Four ways through FINANCIAL PLANNING CONCEPTS LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +7.5% 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 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 | 2 | -2 |
| 2024 | 4 | 0 |
| 2023 | 4 | -3 |
| 2022 | 7 | +1 |
| 2021 | 6 | – |
Reported employee count decreased from 6 in 2021 to 2 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
4Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 22/06/2015–Present | 0 | |
| Director | 16/08/2006–Present | 0 | |
| Director | 14/03/2007–20/12/2013 | 0 | |
| Secretary | 16/08/2006–20/12/2013 | 0 |
Persons with significant control
2Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 06/04/2016–Present | 0 | |
| 06/04/2016–Present | 0 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 8 Since 03/01/2023
- Last 12 months
- 2 Same as the year before (2)
- Most recent filing
- 21/08/2026 1 month ago
What changed in the last year
- Confirmation statementLatest 21/08/2026
- Accounts filedLatest 06/01/2026
Filing timeline
- 21/08/2026View PDF (3 pages)
Confirmation statement made on 2026-08-16 with no updates
- 06/01/2026View PDF (2 pages)
Micro company accounts made up to 2025-08-31
- 29/08/2025View PDF (3 pages)
Confirmation statement made on 2025-08-16 with no updates
- 04/02/2025View PDF (2 pages)
Micro company accounts made up to 2024-08-31
- 19/08/2024View PDF (3 pages)
Confirmation statement made on 2024-08-16 with no updates
- 24/01/2024View PDF (2 pages)
Micro company accounts made up to 2023-08-31
- 16/08/2023View PDF (3 pages)
Confirmation statement made on 2023-08-16 with no updates
- 03/01/2023View PDF (2 pages)
Micro company accounts made up to 2022-08-31
See when the next accounts and confirmation statement are due
Similar companies
50 UK companies are similar to FINANCIAL PLANNING CONCEPTS LIMITED, sharing the same company status (Active), the same industry sector and activity group (Other activities auxiliary to insurance and pension funding) and a comparable number of employees. The 5 closest matches are shown below to help you compare competitors and industry peers.
HOME FINANCE ADVICE BUILDING AND CONTENTS LIMITED
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- Activity
- Activities of insurance agents and brokers
- Company no.
- 07217568
- Incorporated
- 08/04/2010
- Employees
- 2
KML FINANCIAL SERVICES LIMITED
Active78 Lemon Street, Truro, Cornwall TR1 2PN
- Activity
- Administration of financial markets
- Company no.
- 04693009
- Incorporated
- 11/03/2003
- Employees
- 2
ADVISER SERVICES HOLDINGS LIMITED
ActiveBrookdale Centre, Manchester Road, Knutsford WA16 0SR
- Activity
- Activities auxiliary to financial intermediation n.e.c.
- Company no.
- 12012534
- Incorporated
- 22/05/2019
- Employees
- 1
ANDJO DERIVATIVES LTD
Active54 Tor Bryan, Ingatestone, Essex CM4 9HN
- Activity
- Security and commodity contracts dealing activities
- Company no.
- 04321874
- Incorporated
- 13/11/2001
- Employees
- 2
AUTOMOTIVE ONLINE LTD
ActiveThis Work Space, 18 Albert Road, Bournemouth, Dorset BH1 1BZ
- Activity
- Activities auxiliary to financial intermediation n.e.c.
- Company no.
- 07968386
- Incorporated
- 28/02/2012
- Employees
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About FINANCIAL PLANNING CONCEPTS LIMITED
A short description of the company, written from its Companies House record.
FINANCIAL PLANNING CONCEPTS LIMITED is a private limited company registered in the United Kingdom, based in 22 Victoria Road, St. Austell, Cornwall PL25 4QD. Companies House classifies its business as Other activities auxiliary to insurance and pension funding. It has been on the register for 20 years 1 month.
The register currently records it as active. Its 2025 accounts report net assets of £161.68K and 2 employees.
FINANCIAL PLANNING CONCEPTS LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does FINANCIAL PLANNING CONCEPTS LIMITED do?
Companies House records FINANCIAL PLANNING CONCEPTS LIMITED under one registered business activity: Other activities auxiliary to insurance and pension funding (66.29 - SIC 2007).
Is FINANCIAL PLANNING CONCEPTS LIMITED still active?
FINANCIAL PLANNING CONCEPTS LIMITED is recorded as active on the Companies House register, and has been on it since 16/08/2006.
What are FINANCIAL PLANNING CONCEPTS LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £161.68K, total assets of £221.18K and total liabilities of £59.50K.
When did FINANCIAL PLANNING CONCEPTS LIMITED last file with Companies House?
The most recent document on the record is dated 21/08/2026: Confirmation statement made on 2026-08-16 with no updates, 1 month ago.
When are FINANCIAL PLANNING CONCEPTS LIMITED's next filings due?
On the current registry record, accounts are due by 31/05/2027.
Who runs FINANCIAL PLANNING CONCEPTS LIMITED?
Companies House lists 4 officers (2 currently in post) and 2 people with significant control.