Annual accounts
Total Exemption Full accounts
30/11/2026Filing deadline
- Next accounts made up to
- 28/02/2026
- Last accounts made up to
- 28/02/2025
Reference data exactly as held at Companies House.
The 4 most recent documents filed at Companies House.
Notification of Keystone Financial Planning Limited as a person with significant control on 2026-04-01
Cessation of Martin John Teal as a person with significant control on 2026-04-01
Cessation of Daniel Reece Wilkinson as a person with significant control on 2025-04-01
Termination of appointment of Martin John Teal as a director on 2026-04-01
What Pre-Score will tell you

The two filings Companies House requires every year, and where each one stands against its deadline today.
Total Exemption Full accounts
30/11/2026Filing deadline
Confirms the registry record is up to date
The latest figures KEYSTONE FINANCIAL MANAGEMENT LIMITED filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
2024: £41.76K
Total Assets
2024: £396.34K
Cash in Bank
2024: £7.21K
Total Liabilities
2024: £351.52K
Employees
2024: 3
Of the 4 measures with an earlier filing to compare against, 1 rose and 3 fell. Total liabilities moved furthest, down 12.34% on 2024. See the full financial analysis for KEYSTONE FINANCIAL MANAGEMENT LIMITED.
The full financial record
Four ways through KEYSTONE FINANCIAL MANAGEMENT LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Headcount as reported to Companies House for 2021–2025.
| Year | Employees | Change |
|---|---|---|
| 2025 | 3 | 0 |
| 2024 | 3 | 0 |
| 2023 | 3 | 0 |
| 2022 | 3 | +3 |
| 2021 | 0 | – |
Reported employee count increased from 0 in 2021 to 3 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.
Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 23/11/2017–24/01/2020 | 7 | |
| Director | 02/03/2021–01/04/2026 | 7 | |
| Director | 24/01/2020–Present | 3 |
Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 23/11/2017–24/01/2020 | 7 | |
| 02/03/2021–01/04/2026 | 7 | |
| 02/03/2021–Present | 7 | |
| 24/01/2020–Present | 3 | |
| 24/01/2020–01/04/2025 | 3 | |
| 01/04/2026–Present | 0 |
Every document on the Companies House record, newest first.
Notification of Keystone Financial Planning Limited as a person with significant control on 2026-04-01
Cessation of Martin John Teal as a person with significant control on 2026-04-01
Cessation of Daniel Reece Wilkinson as a person with significant control on 2025-04-01
Termination of appointment of Martin John Teal as a director on 2026-04-01
Confirmation statement made on 2025-12-14 with updates
Director's details changed for Daniel Reece Wilkinson on 2025-12-10
Registered office address changed from York House Cottingley Business Park Bradford West Yorkshire BD16 1PE United Kingdom to Keystone Financial Management Limited International Development Centre Valley Drive Ilkley West Yorkshire LS29 8AL on 2025-08-06
Total exemption full accounts made up to 2025-02-28
Confirmation statement made on 2024-12-14 with updates
Total exemption full accounts made up to 2024-02-29
Registered office address changed from Chancellors Court 21 the Calls Leeds LS2 7EH United Kingdom to York House Cottingley Business Park Bradford West Yorkshire BD16 1PE on 2024-02-14
Confirmation statement made on 2023-12-14 with updates
Showing 12 of 18 filings
See when the next accounts and confirmation statement are due
1,448 UK companies are similar to KEYSTONE FINANCIAL MANAGEMENT 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.
5 Eton House, School Lane, Egham, Surrey TW20 9GE
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Sunley House, 4 Bedford Park, 318, Third Floor, Croydon, Surrey CR0 2AP
66 London Road, St. Albans, Hertfordshire AL1 1NW
A short description of the company, written from its Companies House record.
KEYSTONE FINANCIAL MANAGEMENT LIMITED is a private limited company registered in the United Kingdom, based in Keystone Financial Management Limited International Development Centre, Valley Drive, Ilkley, West Yorkshire LS29 8AL. Companies House classifies its business as Financial intermediation not elsewhere classified. It has been on the register for 8 years 10 months.
The register currently records it as active. Its 2025 accounts report net assets of £59.98K and 3 employees.
Answered from this company's own registry record and filed figures.
Companies House records KEYSTONE FINANCIAL MANAGEMENT LIMITED under one registered business activity: Financial intermediation not elsewhere classified (64.99/9 - SIC 2007).
KEYSTONE FINANCIAL MANAGEMENT LIMITED is recorded as active on the Companies House register, and has been on it since 23/11/2017.
The most recent accounts Okredo holds cover 2025 and report net assets of £59.98K, total assets of £371.40K, cash in bank of £2.85K and total liabilities of £308.15K.
The most recent document on the record is dated 01/04/2026: Notification of Keystone Financial Planning Limited as a person with significant control on 2026-04-01, 5 months ago.
On the current registry record, accounts are due by 30/11/2026.
Companies House lists 3 officers (1 currently in post) and 6 people with significant control (3 current).