Annual accounts
Micro Entity accounts
30/09/2026Filing deadline
Made up to 31/12/2024Due 30/09/2026
- Next accounts made up to
- 31/12/2025
- Last accounts made up to
- 31/12/2024
LAMB & ASSOCIATES INDEPENDENT FINANCIAL PLANNING LIMITED
Active- 02797191Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- The Greenhouse, Ponteland, Newcastle Upon Tyne NE20 9SD
- Classification (SIC)
- Financial intermediation not elsewhere classified (64.99/9 - 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
- 24/03/2026View PDF (5 pages)
Confirmation statement made on 2026-02-28 with updates
- 01/08/2025View PDF (2 pages)
Director's details changed for Mr David Lamb on 2025-07-28
- 31/07/2025View PDF (2 pages)
Particulars of variation of rights attached to shares
- 31/07/2025View PDF (2 pages)
Notification of Dorothy Lamb as a person with significant control on 2016-04-06
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 5 days
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 28/02/2026
- Last statement dated
- 31/12/2024
Financial performance
The latest figures LAMB & ASSOCIATES INDEPENDENT FINANCIAL PLANNING LIMITED filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£53.77K2025
117.68%vs 20242024: £24.70K
Total Assets
£118.56K2025
9.74%vs 20242024: £108.03K
Total Liabilities
£64.79K2025
-22.25%vs 20242024: £83.33K
Employees
32025
0vs 20242024: 3
Of the 3 measures with an earlier filing to compare against, 2 rose and 1 fell. Net assets moved furthest, up 117.68% on 2024. See the full financial analysis for LAMB & ASSOCIATES INDEPENDENT FINANCIAL PLANNING LIMITED.
The full financial record
Four ways through LAMB & ASSOCIATES INDEPENDENT FINANCIAL PLANNING LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +34.1% 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 | 3 | 0 |
| 2024 | 3 | 0 |
| 2023 | 3 | 0 |
| 2022 | 3 | 0 |
| 2021 | 3 | – |
Reported employee count was unchanged at 3 between 2021 and 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 |
|---|---|---|---|
| Director | 07/03/1993–14/08/1994 | 4 | |
| Director | 01/03/1997–Present | 4 | |
| Nominee Secretary | 07/03/1993–07/03/1993 | 3067 | |
| Nominee Director | 07/03/1993–07/03/1993 | 9877 | |
| Director | 15/07/2013–22/08/2016 | 4 | |
| Director | 07/03/1993–19/07/2003 | 0 | |
| Secretary | 19/07/2003–05/10/2009 | 0 | |
| Secretary | 07/03/1993–19/07/2003 | 0 |
Persons with significant control
2Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 06/04/2016–Present | 4 | |
| 06/04/2016–Present | 0 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 20 Since 07/11/2022
- Last 12 months
- 1 -13 vs the year before
- Most recent filing
- 24/03/2026 6 months ago
What changed in the last year
- Confirmation statementLatest 24/03/2026
Filing timeline
- 24/03/2026View PDF (5 pages)
Confirmation statement made on 2026-02-28 with updates
- 01/08/2025View PDF (2 pages)
Director's details changed for Mr David Lamb on 2025-07-28
- 31/07/2025View PDF (2 pages)
Particulars of variation of rights attached to shares
- 31/07/2025View PDF (2 pages)
Notification of Dorothy Lamb as a person with significant control on 2016-04-06
- 31/07/2025View PDF (2 pages)
Change of details for Mr David Lamb as a person with significant control on 2025-07-28
- 31/07/2025View PDF (2 pages)
Change of share class name or designation
- 31/07/2025View PDF (1 pages)
Registered office address changed from Unit 1 Meadowfield Court Ponteland Newcastle upon Tyne NE20 9SD United Kingdom to The Greenhouse Ponteland Newcastle upon Tyne NE20 9SD on 2025-07-31
- 25/07/2025View PDF (4 pages)
Statement of capital following an allotment of shares on 2025-07-04
- 25/07/2025View PDF (1 pages)
Resolutions
- 16/07/2025View PDF (1 pages)
Resolutions
- 16/07/2025View PDF (1 pages)
Resolutions
- 16/07/2025View PDF (10 pages)
Memorandum and Articles of Association
Showing 12 of 20 filings
See when the next accounts and confirmation statement are due
Similar companies
1,448 UK companies are similar to LAMB & ASSOCIATES INDEPENDENT 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.
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About LAMB & ASSOCIATES INDEPENDENT FINANCIAL PLANNING LIMITED
A short description of the company, written from its Companies House record.
LAMB & ASSOCIATES INDEPENDENT FINANCIAL PLANNING LIMITED is a private limited company registered in the United Kingdom, based in The Greenhouse, Ponteland, Newcastle Upon Tyne NE20 9SD. Companies House classifies its business as Financial intermediation not elsewhere classified. It has been on the register for 33 years 6 months.
The register currently records it as active. Its 2025 accounts report net assets of £53.77K and 3 employees.
LAMB & ASSOCIATES INDEPENDENT FINANCIAL PLANNING LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does LAMB & ASSOCIATES INDEPENDENT FINANCIAL PLANNING LIMITED do?
Companies House records LAMB & ASSOCIATES INDEPENDENT FINANCIAL PLANNING LIMITED under one registered business activity: Financial intermediation not elsewhere classified (64.99/9 - SIC 2007).
Is LAMB & ASSOCIATES INDEPENDENT FINANCIAL PLANNING LIMITED still active?
LAMB & ASSOCIATES INDEPENDENT FINANCIAL PLANNING LIMITED is recorded as active on the Companies House register, and has been on it since 08/03/1993.
What are LAMB & ASSOCIATES INDEPENDENT FINANCIAL PLANNING LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £53.77K, total assets of £118.56K and total liabilities of £64.79K.
When did LAMB & ASSOCIATES INDEPENDENT FINANCIAL PLANNING LIMITED last file with Companies House?
The most recent document on the record is dated 24/03/2026: Confirmation statement made on 2026-02-28 with updates, 6 months ago.
When are LAMB & ASSOCIATES INDEPENDENT FINANCIAL PLANNING LIMITED's next filings due?
On the current registry record, accounts are due by 30/09/2026.
Who runs LAMB & ASSOCIATES INDEPENDENT FINANCIAL PLANNING LIMITED?
Companies House lists 8 officers (1 currently in post) and 2 people with significant control.