Annual accounts
Total Exemption Full accounts
31/03/2027Filing deadline
Made up to 30/06/2025Due 31/03/2027
- Next accounts made up to
- 30/06/2026
- Last accounts made up to
- 30/06/2025
GILBERT STEPHENS FINANCIAL SERVICES LIMITED
Active- 04812616Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- 17 Southernhay East, Exeter, Devon EX1 1QE
- Classification (SIC)
- Activities auxiliary to financial intermediation n.e.c. (66.19 - 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
- 30/06/2026View PDF (1 pages)
Termination of appointment of Richard Simon Walford as a director on 2026-06-30
- 25/06/2026View PDF (7 pages)
Registration of charge 048126160001, created on 2026-06-18
- 27/10/2025View PDF (7 pages)
Total exemption full accounts made up to 2025-06-30
- 16/06/2025View PDF (3 pages)
Confirmation statement made on 2025-06-14 with no 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
- 14/06/2026
- Last statement dated
- 30/06/2025
Financial performance
The latest figures GILBERT STEPHENS FINANCIAL SERVICES LIMITED filed. Okredo holds filed accounts data for 2022–2025; the year-by-year record is on the financials page.
Net Assets
£410.98K2025
-5.55%vs 20242024: £435.11K
Total Assets
£2.68K2025
-30.29%vs 20242024: £3.84K
Cash in Bank
£98.01K2025
13.19%vs 20242024: £86.59K
Employees
52025
-1vs 20242024: 6
Of the 3 measures with an earlier filing to compare against, 1 rose and 2 fell. Net assets moved furthest, down 5.55% on 2024. See the full financial analysis for GILBERT STEPHENS FINANCIAL SERVICES LIMITED.
The full financial record
Four ways through GILBERT STEPHENS FINANCIAL SERVICES LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · -4.2% 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 moved4 chartsCharts by indicator4 filed indicators plotted year by year, 2022–2025.Plot the figuresNothing estimatedRatios from the filed figures2 ratios computed from this company's own reported amounts, each shown against the year it was derived from.Check the ratios5 × 4 yearsEvery figure by yearAll 5 measures Okredo tracks across 4 reported years, exactly as filed.Open the table
Employees
Headcount as reported to Companies House for 2022–2025.
| Year | Employees | Change |
|---|---|---|
| 2025 | 5 | -1 |
| 2024 | 6 | 0 |
| 2023 | 6 | 0 |
| 2022 | 6 | – |
Reported employee count decreased from 6 in 2022 to 5 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
18Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Nominee Secretary | 26/06/2003–30/06/2003 | 68517 | |
| Nominee Director | 26/06/2003–30/06/2003 | 67500 | |
| Director | 21/12/2015–31/12/2020 | 2 | |
| Director | 01/07/2004–13/02/2012 | 11 | |
| Director | 21/12/2015–Present | 11 | |
| Director | 01/07/2022–Present | 1 | |
| Director | 13/02/2012–21/12/2015 | 1 | |
| Secretary | 01/07/2011–Present | 0 | |
| Secretary | 30/06/2003–01/07/2011 | 0 | |
| Director | 01/07/2022–Present | 0 | |
| Director | 13/02/2012–30/06/2026 | 0 | |
| Director | 30/06/2003–01/07/2022 | 0 | |
| Director | 30/06/2003–01/07/2011 | 1 | |
| Director | 21/12/2015–31/03/2018 | 0 | |
| Director | 13/02/2012–28/09/2020 | 0 | |
| Director | 30/06/2003–30/06/2004 | 0 | |
| Director | 19/06/2024–Present | 1 | |
| Director | 19/06/2024–Present | 0 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 10 Since 11/04/2023
- Last 12 months
- 3 Same as the year before (3)
- Most recent filing
- 30/06/2026 2 months ago
What changed in the last year
- Officer changesLatest 30/06/2026
- Charges and mortgagesLatest 25/06/2026
- Accounts filedLatest 27/10/2025
Filing timeline
- 30/06/2026View PDF (1 pages)
Termination of appointment of Richard Simon Walford as a director on 2026-06-30
- 25/06/2026View PDF (7 pages)
Registration of charge 048126160001, created on 2026-06-18
- 27/10/2025View PDF (7 pages)
Total exemption full accounts made up to 2025-06-30
- 16/06/2025View PDF (3 pages)
Confirmation statement made on 2025-06-14 with no updates
- 05/02/2025View PDF (2 pages)
Appointment of Mr Wyatt Loake as a director on 2024-06-19
- 05/02/2025View PDF (2 pages)
Appointment of Ms Victoria Thompson as a director on 2024-06-19
- 17/06/2024View PDF (3 pages)
Confirmation statement made on 2024-06-14 with no updates
- 18/03/2024View PDF (8 pages)
Total exemption full accounts made up to 2023-06-30
- 14/06/2023View PDF (5 pages)
Confirmation statement made on 2023-06-14 with updates
- 11/04/2023View PDF (10 pages)
Total exemption full accounts made up to 2022-06-30
See when the next accounts and confirmation statement are due
Similar companies
221 UK companies are similar to GILBERT STEPHENS FINANCIAL SERVICES 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.
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- Activity
- Activities of insurance agents and brokers
- Company no.
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- Incorporated
- 19/03/2003
- Employees
- 6
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- Activity
- Fund management activities
- Company no.
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- Incorporated
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4WEALTH LIMITED
Active361 Rayleigh Road, Leigh-On-Sea, Essex SS9 5PS
- Activity
- Other activities auxiliary to insurance and pension funding
- Company no.
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ACTIVE MORTGAGE SERVICES LIMITED
Active3 Highcliff View, Westgate, Guisborough, Cleveland TS14 6AY
- Activity
- Activities auxiliary to financial intermediation n.e.c.
- Company no.
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- Employees
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LIBERTY WEALTH MANAGEMENT LIMITED
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- Activity
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About GILBERT STEPHENS FINANCIAL SERVICES LIMITED
A short description of the company, written from its Companies House record.
GILBERT STEPHENS FINANCIAL SERVICES LIMITED is a private limited company registered in the United Kingdom, based in 17 Southernhay East, Exeter, Devon EX1 1QE. Companies House classifies its business as Activities auxiliary to financial intermediation n.e.c.. It has been on the register for 23 years 3 months.
The register currently records it as active. Its 2025 accounts report net assets of £410.98K and 5 employees.
GILBERT STEPHENS FINANCIAL SERVICES LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does GILBERT STEPHENS FINANCIAL SERVICES LIMITED do?
Companies House records GILBERT STEPHENS FINANCIAL SERVICES LIMITED under one registered business activity: Activities auxiliary to financial intermediation n.e.c. (66.19 - SIC 2007).
Is GILBERT STEPHENS FINANCIAL SERVICES LIMITED still active?
GILBERT STEPHENS FINANCIAL SERVICES LIMITED is recorded as active on the Companies House register, and has been on it since 26/06/2003.
What are GILBERT STEPHENS FINANCIAL SERVICES LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £410.98K, total assets of £2.68K and cash in bank of £98.01K.
When did GILBERT STEPHENS FINANCIAL SERVICES LIMITED last file with Companies House?
The most recent document on the record is dated 30/06/2026: Termination of appointment of Richard Simon Walford as a director on 2026-06-30, 2 months ago.
When are GILBERT STEPHENS FINANCIAL SERVICES LIMITED's next filings due?
On the current registry record, accounts are due by 31/03/2027.
Who runs GILBERT STEPHENS FINANCIAL SERVICES LIMITED?
Companies House lists 18 officers (6 currently in post) and 0 people with significant control.