FORVIS MAZARS FINANCIAL PLANNING LIMITED

Active
  • Company number
    03172233Copy
    copy info iconCopy
  • Private limited company
  • Incorporated13/03/1996 · 30 years old
  • Financial management

Registry details

Reference data exactly as held at Companies House.

Copy registry details
Registered office
30 Old Bailey, London EC4M 7AU
Accounts type
Full

Company activity

The 4 most recent documents filed at Companies House.

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  1. 16/04/2026

    Full accounts made up to 2025-08-31

    View PDF (29 pages)
  2. 26/03/2026

    Confirmation statement made on 2026-03-13 with no updates

    View PDF (3 pages)
  3. 25/03/2026

    Director's details changed for Ms Margaret Laidlaw on 2024-02-22

    View PDF (2 pages)
  4. 10/10/2025

    Change of details for Forvis Mazars Services Limited as a person with significant control on 2016-04-06

    View PDF (2 pages)

Accounts and confirmation statement

The two filings Companies House requires every year, and where each one stands against its deadline today.

Annual accounts

Full accounts

117 days overdue

31/05/2026Filing deadline

Next accounts made up to
31/08/2025
Last accounts made up to
31/08/2024

See the full filing history

Financial performance

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

£9.16M2025
20.62%vs 2024

2024: £7.59M

Total Assets

£18.80M2025
43.75%vs 2024

2024: £13.08M

Cash in Bank

£1.10M2025
11.45%vs 2024

2024: £987.00K

Total Liabilities

£9.64M2025
75.76%vs 2024

2024: £5.49M

Employees

1142025
-9vs 2024

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.

Employees

Headcount as reported to Companies House for 2021–2025.

842021
1042022
1292023
1232024
1142025
YearEmployeesChange
2025114-9
2024123-6
2023129+25
2022104+20
202184–

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.

Officers

27

Directors, secretaries and other appointed officers, with the period each has served.

PersonRolePeriodConnected companies
Director30/11/2020–Present4
Director31/08/2002–30/08/20099
Director19/12/2001–30/08/200212
Director30/09/1996–30/05/200220
Director26/09/2017–30/08/201925
Director06/11/2008–29/08/201938
Director22/12/2004–31/05/20102
Nominee Director12/03/1996–30/09/1996168
Director30/09/1996–23/01/20011
Director24/09/2003–25/04/20053
Director30/09/1996–28/10/19972
Nominee Secretary12/03/1996–30/09/199628
Secretary30/09/1996–18/01/200928
Corporate Secretary18/01/2009–26/09/201729
Director11/02/2013–26/09/20172
Director19/12/2001–01/09/20025
Director30/09/1996–23/10/20011
Director30/09/1996–30/08/20025
Director31/08/2002–16/10/20033
Director30/09/1996–19/12/20019
Director25/09/2003–31/08/20259
Director29/12/2019–27/04/20213
Director11/11/2021–Present4
Director27/09/2017–Present1
Director12/02/2013–31/08/20212
Director24/09/2003–30/01/20050
Director14/01/2025–Present0

Persons with significant control

1

Individuals or entities with significant control over the company, as declared to Companies House.

PersonPeriodConnected companies
06/04/2016–Present14

Filing history and recent activity

Every document on the Companies House record, newest first.

Filings on record
17
Since 09/02/2023
Last 12 months
5
+1 vs the year before
Most recent filing
16/04/2026
5 months ago

What changed in the last year

  • Accounts filedLatest 16/04/2026
  • Confirmation statementLatest 26/03/2026
  • Officer changes (3)Latest 25/03/2026

Filing timeline

  1. 16/04/2026

    Full accounts made up to 2025-08-31

    View PDF (29 pages)
  2. 26/03/2026

    Confirmation statement made on 2026-03-13 with no updates

    View PDF (3 pages)
  3. 25/03/2026

    Director's details changed for Ms Margaret Laidlaw on 2024-02-22

    View PDF (2 pages)
  4. 10/10/2025

    Change of details for Forvis Mazars Services Limited as a person with significant control on 2016-04-06

    View PDF (2 pages)
  5. 08/10/2025

    Change of details for a person with significant control

    View PDF (2 pages)
  6. 02/09/2025

    Termination of appointment of Ian John Pickford as a director on 2025-08-31

    View PDF (1 pages)
  7. 10/04/2025

    Full accounts made up to 2024-08-31

    View PDF (29 pages)
  8. 20/03/2025

    Confirmation statement made on 2025-03-13 with updates

    View PDF (4 pages)
  9. 17/02/2025

    Appointment of Mrs Natalie Dawn Van Horning as a director on 2025-01-14

    View PDF (2 pages)
  10. 12/06/2024

    Change of details for Mazars Services Limited as a person with significant control on 2024-06-11

    View PDF (2 pages)
  11. 31/05/2024

    Certificate of change of name

    View PDF (2 pages)
  12. 14/05/2024

    Change of details for Mazars Limited as a person with significant control on 2024-05-13

    View PDF (2 pages)

Showing 12 of 17 filings

See when the next accounts and confirmation statement are due

Similar companies

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.

More UK companies with the same registered activityThe 2 above are the closest matches. See every UK company registered under Financial management.Browse the listing

About FORVIS MAZARS FINANCIAL PLANNING LIMITED

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.

FORVIS MAZARS FINANCIAL PLANNING LIMITED: frequently asked questions

Answered from this company's own registry record and filed figures.

What does FORVIS MAZARS FINANCIAL PLANNING LIMITED do?

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Companies House records FORVIS MAZARS FINANCIAL PLANNING LIMITED under one registered business activity: Financial management (70.22/1 - SIC 2007).

Is FORVIS MAZARS FINANCIAL PLANNING LIMITED still active?

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FORVIS MAZARS FINANCIAL PLANNING LIMITED is recorded as active on the Companies House register, and has been on it since 13/03/1996.

What are FORVIS MAZARS FINANCIAL PLANNING LIMITED's latest reported financials?

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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.

When did FORVIS MAZARS FINANCIAL PLANNING LIMITED last file with Companies House?

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The most recent document on the record is dated 16/04/2026: Full accounts made up to 2025-08-31, 5 months ago.

When are FORVIS MAZARS FINANCIAL PLANNING LIMITED's next filings due?

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On the current registry record, accounts are due by 31/05/2026, which has passed.

Who runs FORVIS MAZARS FINANCIAL PLANNING LIMITED?

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Companies House lists 27 officers (4 currently in post) and 1 person with significant control.