Annual accounts
Total Exemption Full accounts
31/01/2027Filing deadline
Made up to 30/04/2025Due 31/01/2027
- Next accounts made up to
- 30/04/2026
- Last accounts made up to
- 30/04/2025
IQ FINANCIAL PLANNING LIMITED
Active- 04013239Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- Christmas House, Westmore Road, Tatsfield, Kent TN16 2AY
- Classification (SIC)
- Activities of insurance agents and brokers (66.22 - 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
- 26/06/2026View PDF (3 pages)
Confirmation statement made on 2026-06-13 with no updates
- 26/01/2026View PDF (8 pages)
Total exemption full accounts made up to 2025-04-30
- 13/06/2025View PDF (3 pages)
Confirmation statement made on 2025-06-13 with no updates
- 24/01/2025View PDF (9 pages)
Total exemption full accounts made up to 2024-04-30
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
- 13/06/2026
- Last statement dated
- 30/04/2025
Financial performance
The latest figures IQ FINANCIAL PLANNING LIMITED filed. Okredo holds filed accounts data for 2021–2023; the year-by-year record is on the financials page.
Net Assets
£1.39K2023
-76.98%vs 20222022: £6.06K
Cash in Bank
£28.03K2023
15.10%vs 20222022: £24.35K
Employees
32023
0vs 20222022: 3
Of the 2 measures with an earlier filing to compare against, 1 rose and 1 fell. Net assets moved furthest, down 76.98% on 2022. See the full financial analysis for IQ FINANCIAL PLANNING LIMITED.
The full financial record
Three ways through IQ FINANCIAL PLANNING LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · -56.9% a year (CAGR)Three-year trend, 2021–2023Every measure end to end across 2021, 2022 and 2023, with the compound rate behind each one.See what moved3 chartsCharts by indicator3 filed indicators plotted year by year, 2021–2023.Plot the figures5 × 3 yearsEvery figure by yearAll 5 measures Okredo tracks across 3 reported years, exactly as filed.Open the table
Employees
Headcount as reported to Companies House for 2021–2023.
| Year | Employees | Change |
|---|---|---|
| 2023 | 3 | 0 |
| 2022 | 3 | 0 |
| 2021 | 3 | – |
Reported employee count was unchanged at 3 between 2021 and 2023. 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
7Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Nominee Secretary | 13/06/2000–25/02/2002 | 68517 | |
| Nominee Director | 13/06/2000–25/02/2002 | 67500 | |
| Director | 25/02/2002–10/11/2004 | 3 | |
| Director | 10/11/2004–Present | 2 | |
| Secretary | 18/11/2004–Present | 0 | |
| Secretary | 25/02/2002–18/11/2005 | 0 | |
| Director | 25/02/2002–23/09/2003 | 0 |
Persons with significant control
1Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 01/09/2016–Present | 2 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 8 Since 26/01/2023
- Last 12 months
- 2 Same as the year before (2)
- Most recent filing
- 26/06/2026 3 months ago
What changed in the last year
- Confirmation statementLatest 26/06/2026
- Accounts filedLatest 26/01/2026
Filing timeline
- 26/06/2026View PDF (3 pages)
Confirmation statement made on 2026-06-13 with no updates
- 26/01/2026View PDF (8 pages)
Total exemption full accounts made up to 2025-04-30
- 13/06/2025View PDF (3 pages)
Confirmation statement made on 2025-06-13 with no updates
- 24/01/2025View PDF (9 pages)
Total exemption full accounts made up to 2024-04-30
- 25/06/2024View PDF (3 pages)
Confirmation statement made on 2024-06-13 with no updates
- 27/01/2024View PDF (9 pages)
Total exemption full accounts made up to 2023-04-30
- 13/06/2023View PDF (3 pages)
Confirmation statement made on 2023-06-13 with no updates
- 26/01/2023View PDF (9 pages)
Total exemption full accounts made up to 2022-04-30
See when the next accounts and confirmation statement are due
Similar companies
276 UK companies are similar to IQ FINANCIAL PLANNING LIMITED, sharing the same company status (Active), the same industry sector and activity group (Activities of insurance agents and brokers) and a comparable number of employees. The 5 closest matches are shown below to help you compare competitors and industry peers.
MIDVALE FINANCIAL SERVICES LIMITED
Active96a Drew Street, Brixham TQ5 9JY
- Activity
- Activities of insurance agents and brokers
- Company no.
- 04303511
- Incorporated
- 12/10/2001
- Employees
- 3
TAW INSURANCE SOLUTIONS LTD
ActiveOffice F12, Node Cowork, 1 Enterprise Road, Barnstaple, Devon EX31 3YB
- Activity
- Activities of insurance agents and brokers
- Company no.
- 08708209
- Incorporated
- 26/09/2013
- Employees
- 3
LANE FINANCIAL MANAGEMENT LIMITED
Active1 Portchester Rise, Eastleigh SO50 4QS
- Activity
- Activities of insurance agents and brokers
- Company no.
- 04252588
- Incorporated
- 16/07/2001
- Employees
- 4
AB INVESTMENT SOLUTIONS LIMITED
Active1 Queen's Square Ascot Business Park, Lyndhurst Road, Ascot, Berkshire SL5 9FE
- Activity
- Fund management activities
- Company no.
- 09138865
- Incorporated
- 21/07/2014
- Employees
- 4
LEGALRISKS PROFESSIONAL INDEMNITY LIMITED
ActiveCamburgh House, 27 New Dover Road, Canterbury, Kent CT1 3DN
- Activity
- Activities of insurance agents and brokers
- Company no.
- 05717891
- Incorporated
- 22/02/2006
- Employees
- 4
About IQ FINANCIAL PLANNING LIMITED
A short description of the company, written from its Companies House record.
IQ FINANCIAL PLANNING LIMITED is a private limited company registered in the United Kingdom, based in Christmas House, Westmore Road, Tatsfield, Kent TN16 2AY. Companies House classifies its business as Activities of insurance agents and brokers. It has been on the register for 26 years 3 months.
The register currently records it as active. Its 2023 accounts report net assets of £1.39K and 3 employees.
IQ FINANCIAL PLANNING LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does IQ FINANCIAL PLANNING LIMITED do?
Companies House records IQ FINANCIAL PLANNING LIMITED under one registered business activity: Activities of insurance agents and brokers (66.22 - SIC 2007).
Is IQ FINANCIAL PLANNING LIMITED still active?
IQ FINANCIAL PLANNING LIMITED is recorded as active on the Companies House register, and has been on it since 13/06/2000.
What are IQ FINANCIAL PLANNING LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2023 and report net assets of £1.39K and cash in bank of £28.03K.
When did IQ FINANCIAL PLANNING LIMITED last file with Companies House?
The most recent document on the record is dated 26/06/2026: Confirmation statement made on 2026-06-13 with no updates, 3 months ago.
When are IQ FINANCIAL PLANNING LIMITED's next filings due?
On the current registry record, accounts are due by 31/01/2027.
Who runs IQ FINANCIAL PLANNING LIMITED?
Companies House lists 7 officers (2 currently in post) and 1 person with significant control.