Annual accounts
Total Exemption Full accounts
29/01/2027Filing deadline
- Next accounts made up to
- 29/04/2026
- Last accounts made up to
- 29/10/2024
Reference data exactly as held at Companies House.
The 4 most recent documents filed at Companies House.
Notification of Succession Group Ltd as a person with significant control on 2026-09-09
Cessation of True Financial Partnerships Limited as a person with significant control on 2026-09-09
Consolidated accounts of parent company for subsidiary company period ending 29/04/26
Notice of agreement to exemption from audit of accounts for period ending 29/04/26
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
29/01/2027Filing deadline
Confirms the registry record is up to date
The latest figures NAVIGATOR FINANCIAL PLANNING LIMITED filed. Okredo holds filed accounts data for 2021–2024; the year-by-year record is on the financials page.
Net Assets
2023: £181.97K
Total Assets
2023: £510.56K
Cash in Bank
2023: £382.18K
Total Liabilities
2023: £326.38K
Employees
2023: 3
Of the 4 measures with an earlier filing to compare against, 1 rose and 3 fell. Cash in bank moved furthest, down 82.56% on 2023. See the full financial analysis for NAVIGATOR FINANCIAL PLANNING LIMITED.
The full financial record
Four ways through NAVIGATOR FINANCIAL PLANNING LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Headcount as reported to Companies House for 2021–2024.
| Year | Employees | Change |
|---|---|---|
| 2024 | 2 | -1 |
| 2023 | 3 | -2 |
| 2022 | 5 | 0 |
| 2021 | 5 | – |
Reported employee count decreased from 5 in 2021 to 2 in 2024. 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 |
|---|---|---|---|
| Corporate Secretary | 30/10/2024–Present | 367 | |
| Director | 30/10/2024–Present | 42 | |
| Director | 06/11/2003–31/01/2024 | 21 | |
| Director | 31/10/2017–30/10/2024 | 20 | |
| Director | 30/10/2024–31/03/2026 | 40 | |
| Director | 31/10/2017–30/10/2024 | 20 | |
| Director | 31/03/2026–Present | 9 |
Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 31/10/2017–17/02/2022 | 7 | |
| 06/04/2016–31/01/2024 | 21 | |
| 06/04/2016–Present | 21 | |
| 06/04/2016–Present | 1 | |
| 06/04/2016–31/01/2024 | 1 | |
| 31/01/2024–Present | 0 |
Every document on the Companies House record, newest first.
Notification of Succession Group Ltd as a person with significant control on 2026-09-09
Cessation of True Financial Partnerships Limited as a person with significant control on 2026-09-09
Consolidated accounts of parent company for subsidiary company period ending 29/04/26
Notice of agreement to exemption from audit of accounts for period ending 29/04/26
Audit exemption statement of guarantee by parent company for period ending 29/04/26
Appointment of Adrian Webb as a director on 2026-03-31
Termination of appointment of Susan Marie Puddephatt as a director on 2026-03-31
Confirmation statement made on 2026-02-01 with updates
Statement by Directors
Resolutions
Solvency Statement dated 12/01/26
Statement of capital on 2026-01-28
Showing 12 of 40 filings
See when the next accounts and confirmation statement are due
186 UK companies are similar to NAVIGATOR 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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A short description of the company, written from its Companies House record.
NAVIGATOR FINANCIAL PLANNING LIMITED is a private limited company registered in the United Kingdom, based in 1st Floor Avenue House, 42-44 Rosemary Street, Belfast BT1 1QE. Companies House classifies its business as Financial intermediation not elsewhere classified. It has been on the register for 22 years 10 months.
The register currently records it as active. Its 2024 accounts report net assets of £184.80K and 2 employees.
Answered from this company's own registry record and filed figures.
Companies House records NAVIGATOR FINANCIAL PLANNING LIMITED under one registered business activity: Financial intermediation not elsewhere classified (64.99/9 - SIC 2007).
NAVIGATOR FINANCIAL PLANNING LIMITED is recorded as active on the Companies House register, and has been on it since 06/11/2003.
The most recent accounts Okredo holds cover 2024 and report net assets of £184.80K, total assets of £420.40K, cash in bank of £66.64K and total liabilities of £234.37K.
The most recent document on the record is dated 09/09/2026: Notification of Succession Group Ltd as a person with significant control on 2026-09-09, less than a month ago.
On the current registry record, accounts are due by 29/01/2027.
Companies House lists 7 officers (3 currently in post) and 6 people with significant control (3 current).