Annual accounts
Total Exemption Full 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
KELVIN FINANCIAL PLANNING LIMITED
Active- SC406519Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- 2nd Floor 176 Bath Street, Glasgow G2 4HG
- Classification (SIC)
- Financial intermediation not elsewhere classified (64.99/9 - SIC 2007)
- Accounts type
- Total Exemption Full
Company activity
Every document filed at Companies House for this company.
Pre-Score for UK companies is coming soon
- 17/09/2026View PDF (3 pages)
Confirmation statement made on 2026-09-07 with no updates
- 24/08/2026View PDF (2 pages)
Notification of Chris Malcolm as a person with significant control on 2016-09-01
- 24/08/2026View PDF (1 pages)
Cessation of Chris Malcolm as a person with significant control on 2026-08-24
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
- 07/09/2026
- Last statement dated
- 28/02/2025
Financial performance
The latest figures KELVIN FINANCIAL PLANNING LIMITED filed. Okredo holds filed accounts data for 2022–2026; the year-by-year record is on the financials page.
Net Assets
£281.65K2026
-3.53%vs 20252025: £291.96K
Total Assets
£583.72K2026
8.31%vs 20252025: £538.91K
Cash in Bank
£506.77K2026
10.23%vs 20252025: £459.72K
Total Liabilities
£274.09K2026
25.77%vs 20252025: £217.94K
Employees
92026
0vs 20252025: 9
Of the 4 measures with an earlier filing to compare against, 3 rose and 1 fell. Total liabilities moved furthest, up 25.77% on 2025. See the full financial analysis for KELVIN FINANCIAL PLANNING LIMITED.
The full financial record
Four ways through KELVIN FINANCIAL PLANNING LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +4.1% a year (CAGR)Three-year trend, 2024–2026Every measure end to end across 2024, 2025 and 2026, with the compound rate behind each one.See what moved5 chartsCharts by indicator5 filed indicators plotted year by year, 2022–2026.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 2022–2026.
| Year | Employees | Change |
|---|---|---|
| 2026 | 9 | 0 |
| 2025 | 9 | 0 |
| 2024 | 9 | 0 |
| 2023 | 9 | +1 |
| 2022 | 8 | – |
Reported employee count increased from 8 in 2022 to 9 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.
- Company potential
- Risk indicators
- Past performance
- Future prospects
Officers
5Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 01/09/2011–Present | 3 | |
| Director | 01/09/2011–01/05/2013 | 2 | |
| Director | 01/09/2011–Present | 3 | |
| Secretary | 01/03/2018–Present | 0 | |
| Director | 01/09/2011–29/02/2016 | 4 |
Persons with significant control
3Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 01/09/2016–01/09/2016 | 0 | |
| 01/09/2016–Present | 0 | |
| 01/09/2016–Present | 3 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 3 Since 24/08/2026
- Last 12 months
- 3
- Most recent filing
- 17/09/2026 less than a month ago
What changed in the last year
- Confirmation statementLatest 17/09/2026
- Officer changes (2)Latest 24/08/2026
Filing timeline
- 17/09/2026View PDF (3 pages)
Confirmation statement made on 2026-09-07 with no updates
- 24/08/2026View PDF (2 pages)
Notification of Chris Malcolm as a person with significant control on 2016-09-01
- 24/08/2026View PDF (1 pages)
Cessation of Chris Malcolm as a person with significant control on 2026-08-24
See when the next accounts and confirmation statement are due
Similar companies
189 UK companies are similar to KELVIN 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.
SA BEAUTY LTD
Active4 Whitchurch Parade, Whitchurch Lane, Edgware, Middlesex HA8 6LR
- Activity
- Activities of other holding companies n.e.c.
- Company no.
- 13310592
- Incorporated
- 03/04/2021
- Employees
- 8
KIND WEALTH LIMITED
Active39 Foregate Street, Worcester WR1 1DJ
- Activity
- Financial intermediation not elsewhere classified
- Company no.
- 08431437
- Incorporated
- 06/03/2013
- Employees
- 8
GVO MONTI LIMITED
ActiveMalverleys Fullers Lane, East End, Newbury RG20 0AA
- Activity
- Activities of other holding companies n.e.c.
- Company no.
- 10403880
- Incorporated
- 30/09/2016
- Employees
- 9
SOUND FINANCIAL PLANNING LIMITED
Active16 Heronsgate Trading Estate, Paycocke Road, Basildon, Essex SS14 3EU
- Activity
- Financial intermediation not elsewhere classified
- Company no.
- 03980161
- Incorporated
- 26/04/2000
- Employees
- 10
3 W EQUITY LTD
Active25a Park Square West, Leeds, West Yorkshire LS1 2PW
- Activity
- Activities of venture and development capital companies
- Company no.
- 11679239
- Incorporated
- 15/11/2018
- Employees
- 8
About KELVIN FINANCIAL PLANNING LIMITED
A short description of the company, written from its Companies House record.
KELVIN FINANCIAL PLANNING LIMITED is a private limited company registered in the United Kingdom, based in 2nd Floor 176 Bath Street, Glasgow G2 4HG. Companies House classifies its business as Financial intermediation not elsewhere classified. It has been on the register for 15 years.
The register currently records it as active. Its 2026 accounts report net assets of £281.65K and 9 employees.
KELVIN FINANCIAL PLANNING LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does KELVIN FINANCIAL PLANNING LIMITED do?
Companies House records KELVIN FINANCIAL PLANNING LIMITED under one registered business activity: Financial intermediation not elsewhere classified (64.99/9 - SIC 2007).
Is KELVIN FINANCIAL PLANNING LIMITED still active?
KELVIN FINANCIAL PLANNING LIMITED is recorded as active on the Companies House register, and has been on it since 01/09/2011.
What are KELVIN FINANCIAL PLANNING LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2026 and report net assets of £281.65K, total assets of £583.72K, cash in bank of £506.77K and total liabilities of £274.09K.
When did KELVIN FINANCIAL PLANNING LIMITED last file with Companies House?
The most recent document on the record is dated 17/09/2026: Confirmation statement made on 2026-09-07 with no updates, less than a month ago.
When are KELVIN FINANCIAL PLANNING LIMITED's next filings due?
On the current registry record, accounts are due by 30/11/2026.
Who runs KELVIN FINANCIAL PLANNING LIMITED?
Companies House lists 5 officers (3 currently in post) and 3 people with significant control (2 current).