FORT FINANCIAL PLANNING LIMITED Financials
- Company number
- 05262921Copy
Copy - Registered office
- Etheridge House Barton View Business Park, Sheeplands Lane, Sherborne, Dorset DT9 4FW
- Incorporated
- 18/10/2004
Company snapshot
- Status
- Active
- Employees
- 0 (2026)
- Latest financial data
- 2026
- Accounts type
- Total Exemption Full
Financial highlights
Latest reported figures. Okredo holds filed data for 2022–2026.
Net Assets
15.70%vs 20252025: £170.40K
Total Assets
12.53%vs 20252025: £273.11K
Cash in Bank
11.71%vs 20252025: £171.70K
Total Liabilities
27.76%vs 20252025: £86.23K
Employees
0vs 20252025: 0
In 2026, FORT FINANCIAL PLANNING LIMITED reported net assets of £197.16K. The same filing shows total assets of £307.33K, cash in bank of £191.80K and total liabilities of £110.18K. Reported headcount was 0 in 2026. Total Assets rose from £273.11K in 2025 to £307.33K in 2026 (12.53%). Okredo holds filed figures for 2022–2026; the table below lists every reported indicator by year. See every reported indicator by year.
Financial performance
Pick a measure to see how it has moved across the reported years, with the year-on-year change beneath it.
Net Assets
15.70%from £170.40K in 2025Year-on-year change
Net Assets as filed for 2022–2026. Every figure in this chart is also in the financial history table.
3-year financial trend (2024–2026)
How the figures FORT FINANCIAL PLANNING LIMITED filed moved across the three reported years 2024, 2025 and 2026 — measured end to end rather than year on year.
Net Assets
+14.7%vs 2024+7.1% a year compound (CAGR)
Cash in Bank
+97.8%vs 2024+40.6% a year compound (CAGR)
Total Assets
+23.4%vs 2024+11.1% a year compound (CAGR)
Total Liabilities
+76.2%vs 2024+32.7% a year compound (CAGR)
Employees
-100%vs 2024-12Biggest increase
Cash in Bank+97.8%
£96.96K in 2024 to £191.80K in 2026
Biggest decrease
Employees-100%
12 in 2024 to 0 in 2026
FORT FINANCIAL PLANNING LIMITED's filings pull in both directions between 2024 and 2026. The steepest rise came in cash in bank, pointing to a more liquid cash position, set against a fall in employee numbers, pointing to a smaller workforce. See the full year-by-year figures.
Ratios from the filed figures
Calculated from FORT FINANCIAL PLANNING LIMITED's own reported amounts, each shown against the year it was derived from — nothing here is estimated or industry-averaged.
- Net assets to total assets
- 64.15%2026
- Liabilities to total assets
- 35.85%2026
- Cash to liabilities
- 174.09%2026
- Cash to total assets
- 62.41%2026
Reported net assets divided by reported total assets, for the latest year both were filed. Shows how much of the asset base is not financed by liabilities.
Total liabilities divided by reported total assets, for the latest year both were available. Shows how much of the asset base is funded by obligations.
Reported cash in bank divided by total liabilities for the same year. Shows what share of outstanding obligations the reported cash balance would cover.
Reported cash in bank divided by reported total assets, for the latest year both were filed.
Financial history
Every indicator Okredo tracks, year by year.
Reported financial indicators for FORT FINANCIAL PLANNING LIMITED by year. Amounts are as filed; a dash means the figure was not reported for that year.
| Indicator | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|
| Net Assets£ | 212.82K | 204.58K | 171.92K | 170.40K | 197.16K |
| Total Assets£ | 305.97K | – | 249.14K | 273.11K | 307.33K |
| Cash in Bank£ | 127.42K | 139.73K | 96.96K | 171.70K | 191.80K |
| Total Liabilities£ | 74.80K | – | 62.53K | 86.23K | 110.18K |
| Employees | 9 | 10 | 12 | 0 | 0 |
FORT FINANCIAL PLANNING LIMITED financials: frequently asked questions
Answered from this company's own filed figures.
Has FORT FINANCIAL PLANNING LIMITED filed financial statements?
Yes. Okredo holds filed figures for FORT FINANCIAL PLANNING LIMITED covering 2022–2026, across 5 reported indicators. The most recent reported year is 2026.
What net assets did FORT FINANCIAL PLANNING LIMITED report in 2026?
FORT FINANCIAL PLANNING LIMITED reported net assets of £197.16K for 2026. That compares with £170.40K in 2025, a change of 15.70%.
What total assets did FORT FINANCIAL PLANNING LIMITED report in 2026?
FORT FINANCIAL PLANNING LIMITED reported total assets of £307.33K for 2026. That compares with £273.11K in 2025, a change of 12.53%.
What cash in bank did FORT FINANCIAL PLANNING LIMITED report in 2026?
FORT FINANCIAL PLANNING LIMITED reported cash in bank of £191.80K for 2026. That compares with £171.70K in 2025, a change of 11.71%.
How many people does FORT FINANCIAL PLANNING LIMITED employ?
FORT FINANCIAL PLANNING LIMITED reported 0 employees in 2026, compared with 0 in 2025.
How have FORT FINANCIAL PLANNING LIMITED financials changed over the last 3 years?
Between 2024 and 2026, FORT FINANCIAL PLANNING LIMITED's net assets rose by 14.7%, cash in bank rose by 97.8%, total assets rose by 23.4% and total liabilities rose by 76.2%. Net assets compounded at 7.1% a year across the two years to 2026, from £171.92K to £197.16K. Reported headcount went from 12 in 2024 to 0 in 2026 (-12).
Which years of FORT FINANCIAL PLANNING LIMITED financial data are available?
Okredo holds reported figures for the years 2022, 2023, 2024, 2025, 2026. Where an indicator was not reported for a given year, the financial history table shows a dash rather than a value.