Annual accounts
Total Exemption Full accounts
31/12/2026Filing deadline
Made up to 31/03/2025Due 31/12/2026
- Next accounts made up to
- 31/03/2026
- Last accounts made up to
- 31/03/2025
MOFFATT FINANCIAL PLANNING LIMITED
Active- 03638891Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- Suite 6 Parkway 2, Parkway Business Centre, Princess Road, Manchester M14 7LU
- Classification (SIC)
- Activities auxiliary to financial intermediation n.e.c. (66.19 - SIC 2007)
- Accounts type
- Total Exemption Full
Company activity
The 4 most recent documents filed at Companies House.
Pre-Score for UK companies is coming soon
- 22/07/2026View PDF (2 pages)
Notification of Moffatt Wealth Management as a person with significant control on 2021-02-16
- 25/06/2026View PDF (7 pages)
Total exemption full accounts made up to 2026-03-31
- 18/08/2025View PDF (3 pages)
Confirmation statement made on 2025-08-17 with no updates
- 18/08/2025View PDF (1 pages)
Registered office address changed from Suite 4, Parkway 2 Parkway Business Centre Princess Road Manchester M14 7LU England to Suite 6 Parkway 2, Parkway Business Centre Princess Road Manchester M14 7LU on 2025-08-18
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
- 17/08/2026
- Last statement dated
- 31/03/2025
Financial performance
The latest figures MOFFATT FINANCIAL PLANNING LIMITED filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£114.53K2025
53.52%vs 20242024: £74.61K
Total Assets
£211.19K2025
21.99%vs 20242024: £173.13K
Cash in Bank
£193.35K2025
34.80%vs 20242024: £143.43K
Total Liabilities
£96.66K2025
-1.89%vs 20242024: £98.52K
Employees
112025
+1vs 20242024: 10
Of the 4 measures with an earlier filing to compare against, 3 rose and 1 fell. Cash in bank moved furthest, up 34.80% on 2024. See the full financial analysis for MOFFATT FINANCIAL PLANNING LIMITED.
The full financial record
Four ways through MOFFATT FINANCIAL PLANNING LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · -8.9% 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 moved5 chartsCharts by indicator5 filed indicators plotted year by year, 2021–2025.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 2021–2025.
| Year | Employees | Change |
|---|---|---|
| 2025 | 11 | +1 |
| 2024 | 10 | 0 |
| 2023 | 10 | +3 |
| 2022 | 7 | -1 |
| 2021 | 8 | – |
Reported employee count increased from 8 in 2021 to 11 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
9Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 25/09/1998–23/10/2001 | 10 | |
| Nominee Director | 25/09/1998–25/09/1998 | 4516 | |
| Director | 22/10/2001–Present | 4 | |
| Secretary | 23/10/2001–30/07/2007 | 1 | |
| Director | 17/08/2011–Present | 3 | |
| Secretary | 25/09/1998–23/10/2001 | 0 | |
| Secretary | 30/07/2007–06/04/2014 | 0 | |
| Nominee Secretary | 25/09/1998–25/09/1998 | 4502 | |
| Secretary | 06/04/2014–Present | 0 |
Persons with significant control
1Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 06/04/2016–Present | 4 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 10 Since 24/07/2023
- Last 12 months
- 2 -1 vs the year before
- Most recent filing
- 22/07/2026 2 months ago
What changed in the last year
- Officer changesLatest 22/07/2026
- Accounts filedLatest 25/06/2026
Filing timeline
- 22/07/2026View PDF (2 pages)
Notification of Moffatt Wealth Management as a person with significant control on 2021-02-16
- 25/06/2026View PDF (7 pages)
Total exemption full accounts made up to 2026-03-31
- 18/08/2025View PDF (3 pages)
Confirmation statement made on 2025-08-17 with no updates
- 18/08/2025View PDF (1 pages)
Registered office address changed from Suite 4, Parkway 2 Parkway Business Centre Princess Road Manchester M14 7LU England to Suite 6 Parkway 2, Parkway Business Centre Princess Road Manchester M14 7LU on 2025-08-18
- 12/06/2025View PDF (7 pages)
Total exemption full accounts made up to 2025-03-31
- 19/08/2024View PDF (3 pages)
Confirmation statement made on 2024-08-17 with no updates
- 09/07/2024View PDF (8 pages)
Total exemption full accounts made up to 2024-03-31
- 09/04/2024View PDF (1 pages)
Secretary's details changed for Adam Paul Rowbottom on 2024-04-09
- 17/08/2023View PDF (4 pages)
Confirmation statement made on 2023-08-17 with updates
- 24/07/2023View PDF (7 pages)
Total exemption full accounts made up to 2023-03-31
See when the next accounts and confirmation statement are due
Similar companies
79 UK companies are similar to MOFFATT FINANCIAL PLANNING LIMITED, sharing the same company status (Active), the same industry sector and activity group (Activities auxiliary to financial intermediation n.e.c.) 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
- Other activities auxiliary to insurance and pension funding
- Company no.
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- Incorporated
- 18/10/2000
- Employees
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AIKYA INVESTMENT MANAGEMENT LIMITED
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- Activity
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- Company no.
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ALLEN TOMAS & CO FINANCIAL MANAGEMENT LTD.
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- Activity
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LORD CLARKE LIMITED
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- Activity
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- Employees
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About MOFFATT FINANCIAL PLANNING LIMITED
A short description of the company, written from its Companies House record.
MOFFATT FINANCIAL PLANNING LIMITED is a private limited company registered in the United Kingdom, based in Suite 6 Parkway 2, Parkway Business Centre, Princess Road, Manchester M14 7LU. Companies House classifies its business as Activities auxiliary to financial intermediation n.e.c.. It has been on the register for 28 years.
The register currently records it as active. Its 2025 accounts report net assets of £114.53K and 11 employees.
MOFFATT FINANCIAL PLANNING LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does MOFFATT FINANCIAL PLANNING LIMITED do?
Companies House records MOFFATT FINANCIAL PLANNING LIMITED under one registered business activity: Activities auxiliary to financial intermediation n.e.c. (66.19 - SIC 2007).
Is MOFFATT FINANCIAL PLANNING LIMITED still active?
MOFFATT FINANCIAL PLANNING LIMITED is recorded as active on the Companies House register, and has been on it since 25/09/1998.
What are MOFFATT FINANCIAL PLANNING LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £114.53K, total assets of £211.19K, cash in bank of £193.35K and total liabilities of £96.66K.
When did MOFFATT FINANCIAL PLANNING LIMITED last file with Companies House?
The most recent document on the record is dated 22/07/2026: Notification of Moffatt Wealth Management as a person with significant control on 2021-02-16, 2 months ago.
When are MOFFATT FINANCIAL PLANNING LIMITED's next filings due?
On the current registry record, accounts are due by 31/12/2026.
Who runs MOFFATT FINANCIAL PLANNING LIMITED?
Companies House lists 9 officers (3 currently in post) and 1 person with significant control.