Annual accounts
Micro Entity accounts
30/11/2026Filing deadline
Made up to 28/02/2025Due 30/11/2026
- Next accounts made up to
- 28/02/2026
- Last accounts made up to
- 28/02/2025
KBS FINANCIAL PLANNING LTD.
Active- 05704627Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- Bank House, Market Street, Whaley Bridge, High Peak SK23 7AA
- Classification (2 SIC codes)
- Life insurance (65.11 - SIC 2007)Pension funding (65.30 - SIC 2007)
- Accounts type
- Micro Entity
Company activity
The 4 most recent documents filed at Companies House.
Pre-Score for UK companies is coming soon
- 08/04/2026View PDF (1 pages)
Termination of appointment of Carl John Taylor as a director on 2025-09-30
- 08/04/2026View PDF (1 pages)
Cessation of Carl John Taylor as a person with significant control on 2025-09-30
- 27/11/2025View PDF (3 pages)
Micro company accounts made up to 2025-02-28
- 29/05/2025View PDF (3 pages)
Confirmation statement made on 2025-04-13 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.
Due in 66 days
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 13/04/2026
- Last statement dated
- 28/02/2025
Financial performance
The latest figures KBS FINANCIAL PLANNING LTD. filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£795.002025
4.47%vs 20242024: £761.00
Total Assets
£3.77K2025
245.37%vs 20242024: £1.09K
Total Liabilities
£2.97K2025
800.91%vs 20242024: £330.00
Employees
22025
-1vs 20242024: 3
Of the 3 measures with an earlier filing to compare against, 3 rose. Total assets moved furthest, up 245.37% on 2024. See the full financial analysis for KBS FINANCIAL PLANNING LTD..
The full financial record
Four ways through KBS FINANCIAL PLANNING LTD.'s filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +1.9% 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, 2021–2025.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 × 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 | 2 | -1 |
| 2024 | 3 | 0 |
| 2023 | 3 | 0 |
| 2022 | 3 | 0 |
| 2021 | 3 | – |
Reported employee count decreased from 3 in 2021 to 2 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
10Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 01/03/2014–Present | 28 | |
| Corporate Secretary | 23/02/2006–09/02/2012 | 27 | |
| Nominee Secretary | 10/02/2006–10/02/2006 | 36449 | |
| Nominee Director | 10/02/2006–10/02/2006 | 41295 | |
| Director | 23/02/2006–01/12/2012 | 10 | |
| Director | 16/05/2013–30/09/2025 | 10 | |
| Director | 01/03/2014–Present | 13 | |
| Secretary | 09/02/2012–Present | 0 | |
| Director | 23/02/2006–31/07/2007 | 0 | |
| Director | 01/12/2012–16/05/2013 | 1 |
Persons with significant control
4Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 10/02/2017–Present | 28 | |
| 10/02/2017–Present | 7 | |
| 10/02/2017–Present | 10 | |
| 10/02/2017–30/09/2025 | 10 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 15 Since 29/11/2022
- Last 12 months
- 3 +1 vs the year before
- Most recent filing
- 08/04/2026 5 months ago
What changed in the last year
- Officer changes (2)Latest 08/04/2026
- Accounts filedLatest 27/11/2025
Filing timeline
- 08/04/2026View PDF (1 pages)
Termination of appointment of Carl John Taylor as a director on 2025-09-30
- 08/04/2026View PDF (1 pages)
Cessation of Carl John Taylor as a person with significant control on 2025-09-30
- 27/11/2025View PDF (3 pages)
Micro company accounts made up to 2025-02-28
- 29/05/2025View PDF (3 pages)
Confirmation statement made on 2025-04-13 with no updates
- 29/11/2024View PDF (3 pages)
Micro company accounts made up to 2024-02-28
- 18/04/2024View PDF (4 pages)
Confirmation statement made on 2024-04-13 with updates
- 24/11/2023View PDF (3 pages)
Micro company accounts made up to 2023-02-28
- 10/05/2023View PDF (2 pages)
Change of details for Mrs Delia Marie Butler as a person with significant control on 2023-04-04
- 09/05/2023View PDF (2 pages)
Director's details changed for Mrs Delia Marie Butler on 2023-04-04
- 09/05/2023View PDF (5 pages)
Confirmation statement made on 2023-04-13 with updates
- 04/04/2023View PDF (2 pages)
Change of details for Mr Nicholas Kirk as a person with significant control on 2023-04-04
- 04/04/2023View PDF (2 pages)
Change of details for Mr Carl John Taylor as a person with significant control on 2023-04-04
Showing 12 of 15 filings
See when the next accounts and confirmation statement are due
Similar companies
10 UK companies are similar to KBS FINANCIAL PLANNING LTD., sharing the same company status (Active), the same industry sector and activity group (Life insurance) 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
- Non-life insurance
- Company no.
- 04201623
- Incorporated
- 19/04/2001
- Employees
- 1
CLENDINNING CLAIM CONSULTANTS (NI) LIMITED
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- Activity
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- Company no.
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FINNFOX LTD
ActiveLane Mill, Woolsery, Bideford, Devon EX39 5PZ
- Activity
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- Company no.
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CUNIMBUS LIMITED
Active4 Old Market Place, Ripon, North Yorkshire HG4 1EQ
- Activity
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- Company no.
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HOWARD COX (LEICESTER) LIMITED
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About KBS FINANCIAL PLANNING LTD.
A short description of the company, written from its Companies House record.
KBS FINANCIAL PLANNING LTD. is a private limited company registered in the United Kingdom, based in Bank House, Market Street, Whaley Bridge, High Peak SK23 7AA. Companies House classifies its business as Life insurance, one of 2 SIC classifications on its record. It has been on the register for 20 years 7 months.
The register currently records it as active. Its 2025 accounts report net assets of £795.00 and 2 employees.
KBS FINANCIAL PLANNING LTD.: frequently asked questions
Answered from this company's own registry record and filed figures.
What does KBS FINANCIAL PLANNING LTD. do?
Companies House records KBS FINANCIAL PLANNING LTD. under 2 registered business activities: Life insurance (65.11 - SIC 2007) and Pension funding (65.30 - SIC 2007).
Is KBS FINANCIAL PLANNING LTD. still active?
KBS FINANCIAL PLANNING LTD. is recorded as active on the Companies House register, and has been on it since 10/02/2006.
What are KBS FINANCIAL PLANNING LTD.'s latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £795.00, total assets of £3.77K and total liabilities of £2.97K.
When did KBS FINANCIAL PLANNING LTD. last file with Companies House?
The most recent document on the record is dated 08/04/2026: Termination of appointment of Carl John Taylor as a director on 2025-09-30, 5 months ago.
When are KBS FINANCIAL PLANNING LTD.'s next filings due?
On the current registry record, accounts are due by 30/11/2026.
Who runs KBS FINANCIAL PLANNING LTD.?
Companies House lists 10 officers (3 currently in post) and 4 people with significant control (3 current).