Annual accounts
Total Exemption Full accounts
31/12/2026Filing deadline
Made up to 31/03/2025Due 31/12/2026
- Next accounts made up to
- 31/03/2026
- Last accounts made up to
- 31/03/2025
FORT FINANCIAL PLANNING LIMITED
Active- 05262921Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- Etheridge House Barton View Business Park, Sheeplands Lane, Sherborne, Dorset DT9 4FW
- 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
- 15/05/2026View PDF (10 pages)
Total exemption full accounts made up to 2026-03-31
- 24/10/2025View PDF (5 pages)
Confirmation statement made on 2025-10-23 with updates
- 23/07/2025View PDF (10 pages)
Total exemption full accounts made up to 2025-03-31
- 25/10/2024View PDF (5 pages)
Confirmation statement made on 2024-10-23 with 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.
On schedule
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 23/10/2026
- Last statement dated
- 31/03/2025
Financial performance
The latest figures FORT FINANCIAL PLANNING LIMITED filed. Okredo holds filed accounts data for 2022–2026; the year-by-year record is on the financials page.
Net Assets
£197.16K2026
15.70%vs 20252025: £170.40K
Total Assets
£307.33K2026
12.53%vs 20252025: £273.11K
Cash in Bank
£191.80K2026
11.71%vs 20252025: £171.70K
Total Liabilities
£110.18K2026
27.76%vs 20252025: £86.23K
Employees
02026
0vs 20252025: 0
Of the 4 measures with an earlier filing to compare against, 4 rose. Total assets moved furthest, up 12.53% on 2025. See the full financial analysis for FORT FINANCIAL PLANNING LIMITED.
The full financial record
Four ways through FORT FINANCIAL PLANNING LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +7.1% a year (CAGR)Three-year trend, 2024–2026Every measure end to end across 2024, 2025 and 2026, with the compound rate behind each one.See what moved5 chartsCharts by indicator5 filed indicators plotted year by year, 2022–2026.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 2022–2026.
| Year | Employees | Change |
|---|---|---|
| 2026 | 0 | 0 |
| 2025 | 0 | -12 |
| 2024 | 12 | +2 |
| 2023 | 10 | +1 |
| 2022 | 9 | – |
Reported employee count decreased from 9 in 2022 to 0 in 2026. 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
8Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Nominee Secretary | 18/10/2004–18/10/2004 | 1082 | |
| Nominee Director | 18/10/2004–18/10/2004 | 1045 | |
| Director | 18/10/2004–Present | 1 | |
| Secretary | 04/03/2019–Present | 0 | |
| Director | 21/09/2018–Present | 0 | |
| Director | 06/04/2016–Present | 1 | |
| Secretary | 18/10/2004–04/03/2019 | 0 | |
| Director | 18/10/2004–30/03/2012 | 1 |
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 | 1 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 8 Since 25/10/2022
- Last 12 months
- 2 Same as the year before (2)
- Most recent filing
- 15/05/2026 4 months ago
What changed in the last year
- Accounts filedLatest 15/05/2026
- Confirmation statementLatest 24/10/2025
Filing timeline
- 15/05/2026View PDF (10 pages)
Total exemption full accounts made up to 2026-03-31
- 24/10/2025View PDF (5 pages)
Confirmation statement made on 2025-10-23 with updates
- 23/07/2025View PDF (10 pages)
Total exemption full accounts made up to 2025-03-31
- 25/10/2024View PDF (5 pages)
Confirmation statement made on 2024-10-23 with updates
- 29/05/2024View PDF (10 pages)
Total exemption full accounts made up to 2024-03-31
- 01/11/2023View PDF (5 pages)
Confirmation statement made on 2023-10-23 with updates
- 22/08/2023View PDF (10 pages)
Total exemption full accounts made up to 2023-03-31
- 25/10/2022View PDF (4 pages)
Confirmation statement made on 2022-10-23 with updates
See when the next accounts and confirmation statement are due
Similar companies
140 UK companies are similar to FORT FINANCIAL PLANNING 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.
44 BENEFIT SOLUTIONS LIMITED
ActiveCreate Business Hub 5 Rayleigh Road, Hutton, Brentwood, Essex CM13 1AB
- Activity
- Other activities auxiliary to insurance and pension funding
- Company no.
- 08272027
- Incorporated
- 29/10/2012
- Employees
- 0
4LIFE WEALTH MANAGEMENT LIMITED
ActiveLumaneri House Blythe Gate, Blythe Valley Park, Solihull, West Midlands B90 8AH
- Activity
- Fund management activities
- Company no.
- 12341438
- Incorporated
- 29/11/2019
- Employees
- 0
L R FINANCE (NORTH WEST) LIMITED
Active30 Hallgate, Wigan, Greater Manchester WN1 1LR
- Activity
- Other activities auxiliary to insurance and pension funding
- Company no.
- 07884082
- Incorporated
- 15/12/2011
- Employees
- 0
LARKEN CONSULTANCY LTD
Active52 High Street, Pinner, Greater London HA5 5PW
- Activity
- Other activities auxiliary to insurance and pension funding
- Company no.
- 06907253
- Incorporated
- 15/05/2009
- Employees
- 0
ABRAXAS CAPITAL MANAGEMENT LIMITED
Active4th Floor 399-401 Strand, London WC2R 0LT
- Activity
- Fund management activities
- Company no.
- 04519371
- Incorporated
- 27/08/2002
- Employees
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About FORT FINANCIAL PLANNING LIMITED
A short description of the company, written from its Companies House record.
FORT FINANCIAL PLANNING LIMITED is a private limited company registered in the United Kingdom, based in Etheridge House Barton View Business Park, Sheeplands Lane, Sherborne, Dorset DT9 4FW. Companies House classifies its business as Fund management activities. It has been on the register for 21 years 11 months.
The register currently records it as active. Its 2026 accounts report net assets of £197.16K and 0 employees.
FORT FINANCIAL PLANNING LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does FORT FINANCIAL PLANNING LIMITED do?
Companies House records FORT FINANCIAL PLANNING LIMITED under one registered business activity: Fund management activities (66.30 - SIC 2007).
Is FORT FINANCIAL PLANNING LIMITED still active?
FORT FINANCIAL PLANNING LIMITED is recorded as active on the Companies House register, and has been on it since 18/10/2004.
What are FORT FINANCIAL PLANNING LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2026 and report net assets of £197.16K, total assets of £307.33K, cash in bank of £191.80K and total liabilities of £110.18K.
When did FORT FINANCIAL PLANNING LIMITED last file with Companies House?
The most recent document on the record is dated 15/05/2026: Total exemption full accounts made up to 2026-03-31, 4 months ago.
When are FORT FINANCIAL PLANNING LIMITED's next filings due?
On the current registry record, accounts are due by 31/12/2026.
Who runs FORT FINANCIAL PLANNING LIMITED?
Companies House lists 8 officers (4 currently in post) and 1 person with significant control.