Annual accounts
Micro Entity accounts
31/03/2026Filing deadline
Made up to 31/03/2024Due 31/03/2026
- Next accounts made up to
- 31/03/2025
- Last accounts made up to
- 31/03/2024
KELVIN SMITH FINANCIAL PLANNING LTD.
Active- SC298147Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- The Sinclair Building 2nd Floor, 18-20 Eagle Street, Glasgow G4 9XA
- Classification (4 SIC codes)
- Life insurance (65.11 - SIC 2007)Non-life insurance (65.12 - SIC 2007)Pension funding (65.30 - SIC 2007)Activities auxiliary to financial intermediation n.e.c. (66.19 - 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
- 14/07/2026View PDF (3 pages)
Confirmation statement made on 2026-06-19 with no updates
- 22/04/2026View PDF (2 pages)
Change of details for Mr Stephen Michael Travers as a person with significant control on 2026-04-22
- 22/04/2026View PDF (2 pages)
Director's details changed for Mr Stephen Michael Travers on 2026-04-22
- 14/04/2026View PDF (3 pages)
Replacement Filing of Confirmation Statement dated 2025-06-19
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.
179 days overdue
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 19/06/2026
- Last statement dated
- 31/03/2024
Financial performance
The latest figures KELVIN SMITH FINANCIAL PLANNING LTD. filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£121.41K2025
66.21%vs 20242024: £73.05K
Total Assets
£279.93K2025
27.93%vs 20242024: £218.81K
Total Liabilities
£158.52K2025
8.75%vs 20242024: £145.76K
Employees
52025
0vs 20242024: 5
Of the 3 measures with an earlier filing to compare against, 3 rose. Total assets moved furthest, up 27.93% on 2024. See the full financial analysis for KELVIN SMITH FINANCIAL PLANNING LTD..
The full financial record
Four ways through KELVIN SMITH FINANCIAL PLANNING LTD.'s filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +14.9% 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 | 5 | 0 |
| 2024 | 5 | 0 |
| 2023 | 5 | 0 |
| 2022 | 5 | +3 |
| 2021 | 2 | – |
Reported employee count increased from 2 in 2021 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
8Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Corporate Director | 03/03/2006–03/03/2006 | 614 | |
| Corporate Secretary | 03/03/2006–03/03/2006 | 614 | |
| Corporate Director | 03/03/2006–03/03/2006 | 299 | |
| Director | 13/11/2015–Present | 6 | |
| Director | 11/03/2019–Present | 0 | |
| Director | 03/03/2006–Present | 14 | |
| Secretary | 03/03/2006–30/09/2015 | 1 | |
| Director | 27/08/2024–Present | 0 |
Persons with significant control
2Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 01/04/2021–Present | 0 | |
| 01/11/2016–Present | 14 |
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
- 9 +7 vs the year before
- Most recent filing
- 14/07/2026 2 months ago
What changed in the last year
- Confirmation statement (2)Latest 14/07/2026
- Officer changes (3)Latest 22/04/2026
- Accounts filedLatest 14/04/2026
- Share capitalLatest 10/04/2026
Filing timeline
- 14/07/2026View PDF (3 pages)
Confirmation statement made on 2026-06-19 with no updates
- 22/04/2026View PDF (2 pages)
Change of details for Mr Stephen Michael Travers as a person with significant control on 2026-04-22
- 22/04/2026View PDF (2 pages)
Director's details changed for Mr Stephen Michael Travers on 2026-04-22
- 14/04/2026View PDF (3 pages)
Replacement Filing of Confirmation Statement dated 2025-06-19
- 14/04/2026View PDF (6 pages)
Micro company accounts made up to 2025-03-31
- 10/04/2026View PDF (1 pages)
Solvency Statement dated 31/03/24
- 10/04/2026View PDF (3 pages)
Statement of capital on 2026-04-10
- 10/04/2026View PDF (1 pages)
Resolutions
- 10/04/2026View PDF (1 pages)
Statement by Directors
- 19/06/2025View PDF (4 pages)
Confirmation statement made on 2025-06-19 with no updates
- 15/12/2024View PDF (6 pages)
Micro company accounts made up to 2024-03-31
- 27/08/2024View PDF (2 pages)
Appointment of Mrs Helen Fay Fergus as a director on 2024-08-27
Showing 12 of 18 filings
See when the next accounts and confirmation statement are due
Similar companies
75 UK companies are similar to KELVIN SMITH 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.
LAGROVE INSURANCE BROKERS LTD
Active55 The Green, Southall, Middlesex UB2 4AR
- Activity
- Non-life insurance
- Company no.
- 04010610
- Incorporated
- 08/06/2000
- Employees
- 5
A M S INSURANCE SOLUTIONS LTD
Active2 Minster Court, Mincing Lane, London EC3R 7PD
- Activity
- Non-life insurance
- Company no.
- 06428843
- Incorporated
- 16/11/2007
- Employees
- 6
LAP INSURANCE BROKERS LIMITED
ActiveRepton House Bretby Business Park, Bretby, Burton-On-Trent DE15 0YZ
- Activity
- Non-life insurance
- Company no.
- 05067308
- Incorporated
- 09/03/2004
- Employees
- 5
LAWTON & TAYLOR FINANCIAL SERVICES LIMITED
Active118 Normoss Road, Blackpool, Lancashire FY3 8QP
- Activity
- Life insurance
- Company no.
- 04916952
- Incorporated
- 30/09/2003
- Employees
- 7
A.D.F. INSURANCE BROKERS LIMITED
ActiveThe Creative Industries Centre, Wolverhampton Science Park, Wolverhampton WV10 9TG
- Activity
- Non-life insurance
- Company no.
- 06329355
- Incorporated
- 31/07/2007
- Employees
- 7
About KELVIN SMITH FINANCIAL PLANNING LTD.
A short description of the company, written from its Companies House record.
KELVIN SMITH FINANCIAL PLANNING LTD. is a private limited company registered in the United Kingdom, based in The Sinclair Building 2nd Floor, 18-20 Eagle Street, Glasgow G4 9XA. Companies House classifies its business as Life insurance, one of 4 SIC classifications on its record. It has been on the register for 20 years 6 months.
The register currently records it as active. Its 2025 accounts report net assets of £121.41K and 5 employees. Its accounts are past the filing deadline shown on the registry record.
KELVIN SMITH FINANCIAL PLANNING LTD.: frequently asked questions
Answered from this company's own registry record and filed figures.
What does KELVIN SMITH FINANCIAL PLANNING LTD. do?
Companies House records KELVIN SMITH FINANCIAL PLANNING LTD. under 4 registered business activities: Life insurance (65.11 - SIC 2007), Non-life insurance (65.12 - SIC 2007), Pension funding (65.30 - SIC 2007) and Activities auxiliary to financial intermediation n.e.c. (66.19 - SIC 2007).
Is KELVIN SMITH FINANCIAL PLANNING LTD. still active?
KELVIN SMITH FINANCIAL PLANNING LTD. is recorded as active on the Companies House register, and has been on it since 03/03/2006.
What are KELVIN SMITH FINANCIAL PLANNING LTD.'s latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £121.41K, total assets of £279.93K and total liabilities of £158.52K.
When did KELVIN SMITH FINANCIAL PLANNING LTD. last file with Companies House?
The most recent document on the record is dated 14/07/2026: Confirmation statement made on 2026-06-19 with no updates, 2 months ago.
When are KELVIN SMITH FINANCIAL PLANNING LTD.'s next filings due?
On the current registry record, accounts are due by 31/03/2026, which has passed.
Who runs KELVIN SMITH FINANCIAL PLANNING LTD.?
Companies House lists 8 officers (4 currently in post) and 2 people with significant control.