Annual accounts
Total Exemption Full accounts
30/09/2026Filing deadline
Made up to 31/12/2024Due 30/09/2026
- Next accounts made up to
- 31/12/2025
- Last accounts made up to
- 31/12/2024
FORMA ADVISORY SERVICES UK LIMITED
Active- 13086820Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- 91 Wimpole Street, London W1G 0EF
- Classification (SIC)
- Fund management activities (66.30 - 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
- 10/06/2026View PDF (8 pages)
Total exemption full accounts made up to 2025-12-31
- 30/01/2026View PDF (2 pages)
Change of details for David Netser as a person with significant control on 2026-01-21
- 30/01/2026View PDF (4 pages)
Confirmation statement made on 2026-01-21 with updates
- 29/01/2026View PDF (2 pages)
Change of details for David Netser as a person with significant control on 2026-01-21
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 4 days
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 21/01/2027
- Last statement dated
- 31/12/2024
Financial performance
The latest figures FORMA ADVISORY SERVICES UK LIMITED filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£76.73K2025
-37.26%vs 20242024: £122.31K
Total Assets
£248.82K2025
-9.48%vs 20242024: £274.87K
Cash in Bank
£243.62K2025
44.31%vs 20242024: £168.81K
Total Liabilities
£170.52K2025
12.65%vs 20242024: £151.38K
Employees
32025
0vs 20242024: 3
Of the 4 measures with an earlier filing to compare against, 2 rose and 2 fell. Cash in bank moved furthest, up 44.31% on 2024. See the full financial analysis for FORMA ADVISORY SERVICES UK LIMITED.
The full financial record
Four ways through FORMA ADVISORY SERVICES UK LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · -18.6% 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 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 | 3 | 0 |
| 2024 | 3 | 0 |
| 2023 | 3 | 0 |
| 2022 | 3 | 0 |
| 2021 | 3 | – |
Reported employee count was unchanged at 3 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 | 01/08/2022–Present | 10 | |
| Director | 01/01/2021–Present | 238 | |
| Director | 17/12/2020–Present | 0 | |
| Director | 17/12/2020–01/08/2022 | 0 |
Persons with significant control
2Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 17/12/2020–Present | 10 | |
| 17/12/2020–Present | 5 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 14 Since 02/02/2023
- Last 12 months
- 5 +2 vs the year before
- Most recent filing
- 10/06/2026 3 months ago
What changed in the last year
- Accounts filedLatest 10/06/2026
- Officer changes (3)Latest 30/01/2026
- Confirmation statementLatest 30/01/2026
Filing timeline
- 10/06/2026View PDF (8 pages)
Total exemption full accounts made up to 2025-12-31
- 30/01/2026View PDF (2 pages)
Change of details for David Netser as a person with significant control on 2026-01-21
- 30/01/2026View PDF (4 pages)
Confirmation statement made on 2026-01-21 with updates
- 29/01/2026View PDF (2 pages)
Change of details for David Netser as a person with significant control on 2026-01-21
- 20/10/2025View PDF (2 pages)
Change of details for Daniel Zabar as a person with significant control on 2025-10-20
- 25/04/2025View PDF (8 pages)
Total exemption full accounts made up to 2024-12-31
- 21/01/2025View PDF (2 pages)
Director's details changed for Mr Christopher James Taylor on 2025-01-20
- 21/01/2025View PDF (4 pages)
Confirmation statement made on 2025-01-21 with updates
- 12/09/2024View PDF (8 pages)
Total exemption full accounts made up to 2023-12-31
- 22/01/2024View PDF (4 pages)
Confirmation statement made on 2024-01-21 with updates
- 12/09/2023View PDF (8 pages)
Total exemption full accounts made up to 2022-12-31
- 20/06/2023View PDF (2 pages)
Change of details for David Netser as a person with significant control on 2023-06-20
Showing 12 of 14 filings
See when the next accounts and confirmation statement are due
Similar companies
276 UK companies are similar to FORMA ADVISORY SERVICES UK LIMITED, sharing the same company status (Active), the same industry sector and activity group (Fund management activities) and a comparable number of employees. The 5 closest matches are shown below to help you compare competitors and industry peers.
MIDVALE FINANCIAL SERVICES LIMITED
Active96a Drew Street, Brixham TQ5 9JY
- Activity
- Activities of insurance agents and brokers
- Company no.
- 04303511
- Incorporated
- 12/10/2001
- Employees
- 3
TAW INSURANCE SOLUTIONS LTD
ActiveOffice F12, Node Cowork, 1 Enterprise Road, Barnstaple, Devon EX31 3YB
- Activity
- Activities of insurance agents and brokers
- Company no.
- 08708209
- Incorporated
- 26/09/2013
- Employees
- 3
LANE FINANCIAL MANAGEMENT LIMITED
Active1 Portchester Rise, Eastleigh SO50 4QS
- Activity
- Activities of insurance agents and brokers
- Company no.
- 04252588
- Incorporated
- 16/07/2001
- Employees
- 4
AB INVESTMENT SOLUTIONS LIMITED
Active1 Queen's Square Ascot Business Park, Lyndhurst Road, Ascot, Berkshire SL5 9FE
- Activity
- Fund management activities
- Company no.
- 09138865
- Incorporated
- 21/07/2014
- Employees
- 4
LEGALRISKS PROFESSIONAL INDEMNITY LIMITED
ActiveCamburgh House, 27 New Dover Road, Canterbury, Kent CT1 3DN
- Activity
- Activities of insurance agents and brokers
- Company no.
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- Incorporated
- 22/02/2006
- Employees
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About FORMA ADVISORY SERVICES UK LIMITED
A short description of the company, written from its Companies House record.
FORMA ADVISORY SERVICES UK LIMITED is a private limited company registered in the United Kingdom, based in 91 Wimpole Street, London W1G 0EF. Companies House classifies its business as Fund management activities. It has been on the register for 5 years 9 months.
The register currently records it as active. Its 2025 accounts report net assets of £76.73K and 3 employees.
FORMA ADVISORY SERVICES UK LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does FORMA ADVISORY SERVICES UK LIMITED do?
Companies House records FORMA ADVISORY SERVICES UK LIMITED under one registered business activity: Fund management activities (66.30 - SIC 2007).
Is FORMA ADVISORY SERVICES UK LIMITED still active?
FORMA ADVISORY SERVICES UK LIMITED is recorded as active on the Companies House register, and has been on it since 17/12/2020.
What are FORMA ADVISORY SERVICES UK LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £76.73K, total assets of £248.82K, cash in bank of £243.62K and total liabilities of £170.52K.
When did FORMA ADVISORY SERVICES UK LIMITED last file with Companies House?
The most recent document on the record is dated 10/06/2026: Total exemption full accounts made up to 2025-12-31, 3 months ago.
When are FORMA ADVISORY SERVICES UK LIMITED's next filings due?
On the current registry record, accounts are due by 30/09/2026.
Who runs FORMA ADVISORY SERVICES UK LIMITED?
Companies House lists 4 officers (3 currently in post) and 2 people with significant control.