Annual accounts
Micro Entity accounts
30/09/2027Filing deadline
Made up to 31/12/2025Due 30/09/2027
- Next accounts made up to
- 31/12/2026
- Last accounts made up to
- 31/12/2025
LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS LIMITED
Active- 07819284Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- Sovereign Place, 20 The Point, Market Harborough, Leicestershire LE16 7QU
- Classification (SIC)
- Financial management (70.22/1 - 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
- 20/04/2026View PDF (1 pages)
Registered office address changed from 7 - 9 the Avenue Eastbourne East Sussex BN21 3YA to Sovereign Place 20 the Point Market Harborough Leicestershire LE16 7QU on 2026-04-20
- 16/04/2026View PDF (1 pages)
Previous accounting period shortened from 2026-12-31 to 2026-03-31
- 10/04/2026View PDF (1 pages)
Termination of appointment of John Lawler as a secretary on 2026-03-31
- 10/04/2026View PDF (2 pages)
Appointment of Mr Simon Mark Cogman-Hellier as a director on 2026-03-31
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.
On schedule
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 21/10/2026
- Last statement dated
- 31/12/2025
Financial performance
The latest figures LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS LIMITED filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£109.35K2025
21.49%vs 20242024: £90.01K
Total Assets
£236.68K2025
6.40%vs 20242024: £222.45K
Total Liabilities
£127.33K2025
-3.86%vs 20242024: £132.44K
Employees
02025
0vs 20242024: 0
Of the 3 measures with an earlier filing to compare against, 2 rose and 1 fell. Net assets moved furthest, up 21.49% on 2024. See the full financial analysis for LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS LIMITED.
The full financial record
Four ways through LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · -0.6% 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 | 0 | 0 |
| 2024 | 0 | -7 |
| 2023 | 7 | -1 |
| 2022 | 8 | -1 |
| 2021 | 9 | – |
Reported employee count decreased from 9 in 2021 to 0 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
3Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 21/10/2011–03/11/2022 | 0 | |
| Director | 21/10/2011–Present | 2 | |
| Secretary | 01/01/2024–31/03/2026 | 0 |
Persons with significant control
6Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 03/11/2022–Present | 0 | |
| 07/11/2022–Present | 0 | |
| 06/04/2016–03/11/2022 | 0 | |
| 06/04/2016–07/11/2022 | 0 | |
| 06/04/2016–07/11/2022 | 2 | |
| 06/04/2016–03/11/2022 | 2 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 45 Since 21/10/2011
- Last 12 months
- 6 +1 vs the year before
- Most recent filing
- 20/04/2026 5 months ago
What changed in the last year
- Registered officeLatest 20/04/2026
- Officer changes (2)Latest 10/04/2026
- Accounts filedLatest 23/02/2026
- Confirmation statementLatest 23/10/2025
Filing timeline
- 20/04/2026View PDF (1 pages)
Registered office address changed from 7 - 9 the Avenue Eastbourne East Sussex BN21 3YA to Sovereign Place 20 the Point Market Harborough Leicestershire LE16 7QU on 2026-04-20
- 16/04/2026View PDF (1 pages)
Previous accounting period shortened from 2026-12-31 to 2026-03-31
- 10/04/2026View PDF (1 pages)
Termination of appointment of John Lawler as a secretary on 2026-03-31
- 10/04/2026View PDF (2 pages)
Appointment of Mr Simon Mark Cogman-Hellier as a director on 2026-03-31
- 23/02/2026View PDF (4 pages)
Micro company accounts made up to 2025-12-31
- 23/10/2025View PDF (3 pages)
Confirmation statement made on 2025-10-21 with no updates
- 24/04/2025View PDF (4 pages)
Micro company accounts made up to 2024-12-31
- 05/02/2025View PDF (5 pages)
Second filing for the cessation of Sarah Lawler as a person with significant control
- 05/02/2025View PDF (5 pages)
Second filing for the cessation of Colin Davies as a person with significant control
- 05/02/2025View PDF (6 pages)
Second filing for the notification of Lawlerdavis Holdco Limited as a person with significant control
- 29/10/2024View PDF (3 pages)
Confirmation statement made on 2024-10-21 with no updates
- 23/08/2024View PDF (2 pages)
Appointment of John Lawler as a secretary on 2024-01-01
Showing 12 of 45 filings
See when the next accounts and confirmation statement are due
Similar companies
511 UK companies are similar to LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS LIMITED, sharing the same company status (Active), the same industry sector and activity group (Financial management) 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
- Management consultancy activities other than financial management
- Company no.
- SC309947
- Incorporated
- 11/10/2006
- Employees
- 0
KINGSBOROUGH MARINE HOLDINGS LIMITED
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- Activity
- Activities of head offices
- Company no.
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LONDON CORPORATE LIMITED
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- Activity
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THE GOVERNESS LTD
ActiveHampden House, 76 Durham Road, London SW20 0TL
- Activity
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VENKYS LONDON LIMITED
ActiveSquire Patton Boggs (Uk) Llp (Ref: Csu), 19 Cornwall Street, Birmingham B3 2DX
- Activity
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About LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS LIMITED
A short description of the company, written from its Companies House record.
LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS LIMITED is a private limited company registered in the United Kingdom, based in Sovereign Place, 20 The Point, Market Harborough, Leicestershire LE16 7QU. Companies House classifies its business as Financial management. It has been on the register for 14 years 11 months.
The register currently records it as active. Its 2025 accounts report net assets of £109.35K and 0 employees.
LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS LIMITED do?
Companies House records LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS LIMITED under one registered business activity: Financial management (70.22/1 - SIC 2007).
Is LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS LIMITED still active?
LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS LIMITED is recorded as active on the Companies House register, and has been on it since 21/10/2011.
What are LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £109.35K, total assets of £236.68K and total liabilities of £127.33K.
When did LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS LIMITED last file with Companies House?
The most recent document on the record is dated 20/04/2026: Registered office address changed from 7 - 9 the Avenue Eastbourne East Sussex BN21 3YA to Sovereign Place 20 the Point Market Harborough Leicestershire LE16 7QU on 2026-04-20, 5 months ago.
When are LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS LIMITED's next filings due?
On the current registry record, accounts are due by 30/09/2027.
Who runs LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS LIMITED?
Companies House lists 3 officers (1 currently in post) and 6 people with significant control (2 current).