JAMES IRVINE FINANCIAL PLANNING LIMITED

Active

Registry details

Reference data exactly as held at Companies House.

Copy registry details
Registered office
157 West Stirling Street, Alva, Clackmannanshire FK12 5EL
Accounts type
Total Exemption Full

Company activity

The 4 most recent documents filed at Companies House.

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  1. 29/06/2026

    Unaudited abridged accounts made up to 2026-03-31

    View PDF (9 pages)
  2. 02/12/2025

    Confirmation statement made on 2025-11-19 with no updates

    View PDF (3 pages)
  3. 16/06/2025

    Termination of appointment of James Irvine as a director on 2024-11-04

    View PDF (1 pages)
  4. 16/06/2025

    Termination of appointment of Jeanette Irvine as a secretary on 2024-11-04

    View PDF (1 pages)

Accounts and confirmation statement

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

Annual accounts

Total Exemption Full accounts

On schedule

31/12/2026Filing deadline

Next accounts made up to
31/03/2026
Last accounts made up to
30/09/2024

See the full filing history

Financial performance

The latest figures JAMES IRVINE FINANCIAL PLANNING LIMITED filed. Okredo holds filed accounts data for 2021–2026; the year-by-year record is on the financials page.

Net Assets

£22.91K2026
Increasedvs 2024

2024: £-22.19K

Total Assets

£96.92K2026
Increasedvs 2024

2024: £46.54K

Cash in Bank

£81.14K2026
Increasedvs 2024

2024: £28.47K

Total Liabilities

£73.60K2026
Increasedvs 2024

2024: £68.73K

Employees

22026
-1vs 2024

2024: 3

Of the 4 measures with an earlier filing to compare against, 4 rose. Cash in bank moved furthest, up on 2024. See the full financial analysis for JAMES IRVINE FINANCIAL PLANNING LIMITED.

Employees

Headcount as reported to Companies House for 2021–2026.

32021
32022
32023
32024
22026
YearEmployeesChange
20262-1
202430
202330
202230
20213–

Reported employee count decreased from 3 in 2021 to 2 in 2026. 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

3

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

PersonRolePeriodConnected companies
Director14/08/2013–04/11/20242
Secretary14/08/2013–04/11/20240
Director01/02/2024–Present0

Persons with significant control

5

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

PersonPeriodConnected companies
01/07/2016–31/10/20242
01/07/2016–Present2
01/07/2017–Present2
01/07/2017–31/10/20242
31/10/2024–Present0

Filing history and recent activity

Every document on the Companies House record, newest first.

Filings on record
18
Since 31/01/2023
Last 12 months
2
-7 vs the year before
Most recent filing
29/06/2026
2 months ago

What changed in the last year

  • Accounts filedLatest 29/06/2026
  • Confirmation statementLatest 02/12/2025

Filing timeline

  1. 29/06/2026

    Unaudited abridged accounts made up to 2026-03-31

    View PDF (9 pages)
  2. 02/12/2025

    Confirmation statement made on 2025-11-19 with no updates

    View PDF (3 pages)
  3. 16/06/2025

    Termination of appointment of James Irvine as a director on 2024-11-04

    View PDF (1 pages)
  4. 16/06/2025

    Termination of appointment of Jeanette Irvine as a secretary on 2024-11-04

    View PDF (1 pages)
  5. 17/04/2025

    Registered office address changed from Radleigh House 1 Golf Road Clarkston Glasgow G76 7HU to 157 West Stirling Street Alva Clackmannanshire FK12 5EL on 2025-04-17

    View PDF (1 pages)
  6. 17/04/2025

    Current accounting period extended from 2025-09-30 to 2026-03-31

    View PDF (1 pages)
  7. 28/03/2025

    Total exemption full accounts made up to 2024-09-30

    View PDF (9 pages)
  8. 19/11/2024

    Confirmation statement made on 2024-11-19 with updates

    View PDF (4 pages)
  9. 19/11/2024

    Cessation of James Irvine as a person with significant control on 2024-10-31

    View PDF (1 pages)
  10. 19/11/2024

    Cessation of Jeanette Irvine as a person with significant control on 2024-10-31

    View PDF (1 pages)
  11. 19/11/2024

    Notification of Andrew Ferguson as a person with significant control on 2024-10-31

    View PDF (2 pages)
  12. 28/06/2024

    Total exemption full accounts made up to 2023-09-30

    View PDF (9 pages)

Showing 12 of 18 filings

See when the next accounts and confirmation statement are due

Similar companies

186 UK companies are similar to JAMES IRVINE FINANCIAL PLANNING LIMITED, sharing the same company status (Active), the same industry sector and activity group (Financial intermediation not elsewhere classified) and a comparable number of employees. The 5 closest matches are shown below to help you compare competitors and industry peers.

186 UK companies share this business profileThe 5 above are the closest matches. See every UK company registered under Financial intermediation not elsewhere classified.Browse the listing

About JAMES IRVINE FINANCIAL PLANNING LIMITED

A short description of the company, written from its Companies House record.

JAMES IRVINE FINANCIAL PLANNING LIMITED is a private limited company registered in the United Kingdom, based in 157 West Stirling Street, Alva, Clackmannanshire FK12 5EL. Companies House classifies its business as Financial intermediation not elsewhere classified. It has been on the register for 13 years 1 month.

The register currently records it as active. Its 2026 accounts report net assets of £22.91K and 2 employees.

JAMES IRVINE FINANCIAL PLANNING LIMITED: frequently asked questions

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

What does JAMES IRVINE FINANCIAL PLANNING LIMITED do?

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Companies House records JAMES IRVINE FINANCIAL PLANNING LIMITED under one registered business activity: Financial intermediation not elsewhere classified (64.99/9 - SIC 2007).

Is JAMES IRVINE FINANCIAL PLANNING LIMITED still active?

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JAMES IRVINE FINANCIAL PLANNING LIMITED is recorded as active on the Companies House register, and has been on it since 14/08/2013.

What are JAMES IRVINE FINANCIAL PLANNING LIMITED's latest reported financials?

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The most recent accounts Okredo holds cover 2026 and report net assets of £22.91K, total assets of £96.92K, cash in bank of £81.14K and total liabilities of £73.60K.

When did JAMES IRVINE FINANCIAL PLANNING LIMITED last file with Companies House?

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The most recent document on the record is dated 29/06/2026: Unaudited abridged accounts made up to 2026-03-31, 2 months ago.

When are JAMES IRVINE FINANCIAL PLANNING LIMITED's next filings due?

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On the current registry record, accounts are due by 31/12/2026.

Who runs JAMES IRVINE FINANCIAL PLANNING LIMITED?

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Companies House lists 3 officers (1 currently in post) and 5 people with significant control (3 current).