Annual accounts
Full accounts
31/05/2026Filing deadline
- Next accounts made up to
- 31/08/2025
- Last accounts made up to
- 31/08/2024
Reference data exactly as held at Companies House.
The 4 most recent documents filed at Companies House.
Full accounts made up to 2025-08-31
Confirmation statement made on 2026-03-13 with no updates
Director's details changed for Ms Margaret Laidlaw on 2024-02-22
Change of details for Forvis Mazars Services Limited as a person with significant control on 2016-04-06
What Pre-Score will tell you

The two filings Companies House requires every year, and where each one stands against its deadline today.
Full accounts
31/05/2026Filing deadline
Confirms the registry record is up to date
The latest figures FORVIS MAZARS FINANCIAL PLANNING LIMITED filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
2024: £7.59M
Total Assets
2024: £13.08M
Cash in Bank
2024: £987.00K
Total Liabilities
2024: £5.49M
Employees
2024: 123
Of the 4 measures with an earlier filing to compare against, 4 rose. Total assets moved furthest, up 43.75% on 2024. See the full financial analysis for FORVIS MAZARS FINANCIAL PLANNING LIMITED.
The full financial record
Four ways through FORVIS MAZARS FINANCIAL PLANNING LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Headcount as reported to Companies House for 2021–2025.
| Year | Employees | Change |
|---|---|---|
| 2025 | 114 | -9 |
| 2024 | 123 | -6 |
| 2023 | 129 | +25 |
| 2022 | 104 | +20 |
| 2021 | 84 | – |
Reported employee count increased from 84 in 2021 to 114 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.
Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 30/11/2020–Present | 4 | |
| Director | 31/08/2002–30/08/2009 | 9 | |
| Director | 19/12/2001–30/08/2002 | 12 | |
| Director | 30/09/1996–30/05/2002 | 20 | |
| Director | 26/09/2017–30/08/2019 | 25 | |
| Director | 06/11/2008–29/08/2019 | 38 | |
| Director | 22/12/2004–31/05/2010 | 2 | |
| Nominee Director | 12/03/1996–30/09/1996 | 168 | |
| Director | 30/09/1996–23/01/2001 | 1 | |
| Director | 24/09/2003–25/04/2005 | 3 | |
| Director | 30/09/1996–28/10/1997 | 2 | |
| Nominee Secretary | 12/03/1996–30/09/1996 | 28 | |
| Secretary | 30/09/1996–18/01/2009 | 28 | |
| Corporate Secretary | 18/01/2009–26/09/2017 | 29 | |
| Director | 11/02/2013–26/09/2017 | 2 | |
| Director | 19/12/2001–01/09/2002 | 5 | |
| Director | 30/09/1996–23/10/2001 | 1 | |
| Director | 30/09/1996–30/08/2002 | 5 | |
| Director | 31/08/2002–16/10/2003 | 3 | |
| Director | 30/09/1996–19/12/2001 | 9 | |
| Director | 25/09/2003–31/08/2025 | 9 | |
| Director | 29/12/2019–27/04/2021 | 3 | |
| Director | 11/11/2021–Present | 4 | |
| Director | 27/09/2017–Present | 1 | |
| Director | 12/02/2013–31/08/2021 | 2 | |
| Director | 24/09/2003–30/01/2005 | 0 | |
| Director | 14/01/2025–Present | 0 |
Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 06/04/2016–Present | 14 |
Every document on the Companies House record, newest first.
Full accounts made up to 2025-08-31
Confirmation statement made on 2026-03-13 with no updates
Director's details changed for Ms Margaret Laidlaw on 2024-02-22
Change of details for Forvis Mazars Services Limited as a person with significant control on 2016-04-06
Change of details for a person with significant control
Termination of appointment of Ian John Pickford as a director on 2025-08-31
Full accounts made up to 2024-08-31
Confirmation statement made on 2025-03-13 with updates
Appointment of Mrs Natalie Dawn Van Horning as a director on 2025-01-14
Change of details for Mazars Services Limited as a person with significant control on 2024-06-11
Certificate of change of name
Change of details for Mazars Limited as a person with significant control on 2024-05-13
Showing 12 of 17 filings
See when the next accounts and confirmation statement are due
2 UK companies are similar to FORVIS MAZARS FINANCIAL PLANNING LIMITED, sharing the same company status (Active), the same industry sector and activity group (Financial management) and a comparable number of employees. The 2 closest matches are shown below to help you compare competitors and industry peers.
High Holborn House, 52-54 High Holborn, London WC1V 6RL
C/O NELSON GILMOUR SMITH, 33 Kittoch Street, East Kilbride, Glasgow G74 4JW
A short description of the company, written from its Companies House record.
FORVIS MAZARS FINANCIAL PLANNING LIMITED is a private limited company registered in the United Kingdom, based in 30 Old Bailey, London EC4M 7AU. Companies House classifies its business as Financial management. It has been on the register for 30 years 6 months.
The register currently records it as active. Its 2025 accounts report net assets of £9.16M and 114 employees. Its accounts are past the filing deadline shown on the registry record.
Answered from this company's own registry record and filed figures.
Companies House records FORVIS MAZARS FINANCIAL PLANNING LIMITED under one registered business activity: Financial management (70.22/1 - SIC 2007).
FORVIS MAZARS FINANCIAL PLANNING LIMITED is recorded as active on the Companies House register, and has been on it since 13/03/1996.
The most recent accounts Okredo holds cover 2025 and report net assets of £9.16M, total assets of £18.80M, cash in bank of £1.10M and total liabilities of £9.64M.
The most recent document on the record is dated 16/04/2026: Full accounts made up to 2025-08-31, 5 months ago.
On the current registry record, accounts are due by 31/05/2026, which has passed.
Companies House lists 27 officers (4 currently in post) and 1 person with significant control.