Annual accounts
Small 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
FRANCIS CLARK FINANCIAL PLANNING LIMITED
Active- 05413603Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- Sigma House Oak View Close, Edginswell Park, Torquay, Devon TQ2 7FF
- Classification (SIC)
- Activities auxiliary to financial intermediation n.e.c. (66.19 - SIC 2007)
- Accounts type
- Small
Company activity
The 4 most recent documents filed at Companies House.
Pre-Score for UK companies is coming soon
- 20/04/2026View PDF (5 pages)
Confirmation statement made on 2026-04-05 with updates
- 19/12/2025View PDF (9 pages)
Accounts for a small company made up to 2025-03-31
- 15/12/2025View PDF (2 pages)
Director's details changed for Mrs Charlotte Elise Taylor-St.Ruth on 2025-12-15
- 07/04/2025View PDF (2 pages)
Director's details changed for Mr Richard Bambrough on 2025-04-07
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
- 05/04/2026
- Last statement dated
- 31/03/2025
Financial performance
The latest figures FRANCIS CLARK FINANCIAL PLANNING LIMITED filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£557.34K2025
-33.80%vs 20242024: £841.96K
Total Assets
£1.65M2025
-0.99%vs 20242024: £1.67M
Cash in Bank
£1.31M2025
-2.08%vs 20242024: £1.34M
Total Liabilities
£60.00K2025
No changevs 20242024: £60.00K
Employees
662025
-4vs 20242024: 70
Of the 4 measures with an earlier filing to compare against, 3 fell and 1 was unchanged. Net assets moved furthest, down 33.80% on 2024. See the full financial analysis for FRANCIS CLARK FINANCIAL PLANNING LIMITED.
The full financial record
Four ways through FRANCIS CLARK FINANCIAL PLANNING LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · -39.7% 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 | 66 | -4 |
| 2024 | 70 | 0 |
| 2023 | 70 | +3 |
| 2022 | 67 | +2 |
| 2021 | 65 | – |
Reported employee count increased from 65 in 2021 to 66 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.
- Company potential
- Risk indicators
- Past performance
- Future prospects
Officers
27Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 28/12/2016–11/09/2018 | 0 | |
| Nominee Secretary | 05/04/2005–05/04/2005 | 99601 | |
| Nominee Director | 05/04/2005–05/04/2005 | 43699 | |
| Director | 24/10/2011–08/12/2011 | 9 | |
| Director | 01/04/2015–31/03/2020 | 9 | |
| Director | 01/04/2015–31/03/2016 | 10 | |
| Director | 05/08/2019–28/04/2023 | 23 | |
| Director | 01/04/2016–28/04/2023 | 5 | |
| Director | 28/04/2023–Present | 9 | |
| Director | 01/08/2014–30/10/2015 | 14 | |
| Director | 30/09/2008–19/10/2011 | 2 | |
| Director | 24/10/2011–01/04/2015 | 8 | |
| Director | 01/04/2015–15/09/2020 | 1 | |
| Director | 23/05/2022–31/07/2023 | 1 | |
| Director | 24/10/2011–31/03/2019 | 1 | |
| Director | 05/08/2019–Present | 1 | |
| Director | 01/07/2020–28/04/2023 | 1 | |
| Director | 05/04/2005–30/11/2010 | 2 | |
| Director | 05/04/2005–01/04/2015 | 6 | |
| Director | 24/10/2011–31/07/2015 | 0 | |
| Director | 15/06/2017–23/05/2022 | 1 | |
| Director | 01/08/2012–15/09/2020 | 1 | |
| Director | 19/08/2005–31/03/2018 | 0 | |
| Secretary | 05/04/2005–01/04/2015 | 0 | |
| Director | 29/11/2022–Present | 3 | |
| Director | 28/04/2023–Present | 0 | |
| Director | 28/04/2023–Present | 0 |
Persons with significant control
1Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 05/04/2017–10/02/2022 | 0 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 24 Since 03/11/2022
- Last 12 months
- 3 -2 vs the year before
- Most recent filing
- 20/04/2026 5 months ago
What changed in the last year
- Confirmation statementLatest 20/04/2026
- Accounts filedLatest 19/12/2025
- Officer changesLatest 15/12/2025
Filing timeline
- 20/04/2026View PDF (5 pages)
Confirmation statement made on 2026-04-05 with updates
- 19/12/2025View PDF (9 pages)
Accounts for a small company made up to 2025-03-31
- 15/12/2025View PDF (2 pages)
Director's details changed for Mrs Charlotte Elise Taylor-St.Ruth on 2025-12-15
- 07/04/2025View PDF (2 pages)
Director's details changed for Mr Richard Bambrough on 2025-04-07
- 07/04/2025View PDF (5 pages)
Confirmation statement made on 2025-04-05 with updates
- 18/12/2024View PDF (9 pages)
Accounts for a small company made up to 2024-03-31
- 23/11/2024View PDF (3 pages)
Resolutions
- 14/11/2024View PDF (3 pages)
Statement of capital following an allotment of shares on 2024-10-24
- 05/04/2024View PDF (5 pages)
Confirmation statement made on 2024-04-05 with updates
- 30/01/2024View PDF (8 pages)
Accounts for a small company made up to 2023-03-31
- 28/09/2023View PDF (1 pages)
Termination of appointment of Andrew William Newcombe as a director on 2023-07-31
- 11/07/2023View PDF (11 pages)
Accounts for a small company made up to 2022-07-31
Showing 12 of 24 filings
See when the next accounts and confirmation statement are due
Similar companies
6 UK companies are similar to FRANCIS CLARK FINANCIAL PLANNING LIMITED, sharing the same company status (Active), the same industry sector and activity group (Activities auxiliary to financial intermediation n.e.c.) and a comparable number of employees. The 5 closest matches are shown below to help you compare competitors and industry peers.
COMMERCIAL EXPRESS QUOTES LIMITED
ActiveB1 Custom House The Waterfront, Level Street, Brierley Hill, West Midlands DY5 1XH
- Activity
- Activities of insurance agents and brokers
- Company no.
- 03862468
- Incorporated
- 20/10/1999
- Employees
- 58
ITC COMPLIANCE LIMITED
Active20 Fenchurch Street, 5th Floor, London EC3M 3BY
- Activity
- Activities of insurance agents and brokers
- Company no.
- 04874285
- Incorporated
- 21/08/2003
- Employees
- 53
RETIREMENT LINE LIMITED
Active52 Forder Way, Hampton, Peterborough PE7 8JB
- Activity
- Other activities auxiliary to insurance and pension funding
- Company no.
- 06976976
- Incorporated
- 30/07/2009
- Employees
- 60
PRINCIPAL INSURANCE LIMITED
ActiveCitygate 2 Cross Street, Sale, Cheshire M33 7JR
- Activity
- Activities of insurance agents and brokers
- Company no.
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- Incorporated
- 05/05/2011
- Employees
- 69
SCI CENTRAL LIMITED
ActiveEdric House, Wolseley Court Wheelhouse Road, Brereton, Rugeley WS15 1UZ
- Activity
- Other activities auxiliary to insurance and pension funding
- Company no.
- 05364049
- Incorporated
- 14/02/2005
- Employees
- 54
About FRANCIS CLARK FINANCIAL PLANNING LIMITED
A short description of the company, written from its Companies House record.
FRANCIS CLARK FINANCIAL PLANNING LIMITED is a private limited company registered in the United Kingdom, based in Sigma House Oak View Close, Edginswell Park, Torquay, Devon TQ2 7FF. Companies House classifies its business as Activities auxiliary to financial intermediation n.e.c.. It has been on the register for 21 years 5 months.
The register currently records it as active. Its 2025 accounts report net assets of £557.34K and 66 employees.
FRANCIS CLARK FINANCIAL PLANNING LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does FRANCIS CLARK FINANCIAL PLANNING LIMITED do?
Companies House records FRANCIS CLARK FINANCIAL PLANNING LIMITED under one registered business activity: Activities auxiliary to financial intermediation n.e.c. (66.19 - SIC 2007).
Is FRANCIS CLARK FINANCIAL PLANNING LIMITED still active?
FRANCIS CLARK FINANCIAL PLANNING LIMITED is recorded as active on the Companies House register, and has been on it since 05/04/2005.
What are FRANCIS CLARK FINANCIAL PLANNING LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £557.34K, total assets of £1.65M, cash in bank of £1.31M and total liabilities of £60.00K.
When did FRANCIS CLARK FINANCIAL PLANNING LIMITED last file with Companies House?
The most recent document on the record is dated 20/04/2026: Confirmation statement made on 2026-04-05 with updates, 5 months ago.
When are FRANCIS CLARK FINANCIAL PLANNING LIMITED's next filings due?
On the current registry record, accounts are due by 31/12/2026.
Who runs FRANCIS CLARK FINANCIAL PLANNING LIMITED?
Companies House lists 27 officers (5 currently in post) and 1 person with significant control (0 current).