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
PINNACLE FINANCIAL PLANNING LIMITED
Active- 06754206Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- 1-2 Chestnut Court Jill Lane, Sambourne, Redditch, Worcestershire B96 6EW
- Classification (SIC)
- Financial intermediation not elsewhere classified (64.99/9 - SIC 2007)
- Accounts type
- Total Exemption Full
Company activity
Every document filed at Companies House for this company.
Pre-Score for UK companies is coming soon
- 18/09/2026View PDF (5 pages)
Confirmation statement made on 2026-09-17 with updates
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
- 17/09/2026
- Last statement dated
- 31/03/2025
Financial performance
The latest figures PINNACLE FINANCIAL PLANNING LIMITED filed. Okredo holds filed accounts data for 2021–2026; the year-by-year record is on the financials page.
Net Assets
£2.78M2026
15.68%vs 20252025: £2.40M
Total Assets
£3.35M2026
16.34%vs 20252025: £2.88M
Cash in Bank
£3.26M2026
16.58%vs 20252025: £2.80M
Total Liabilities
£571.68K2026
20.08%vs 20252025: £476.10K
Employees
202026
+1vs 20252025: 19
Of the 4 measures with an earlier filing to compare against, 4 rose. Total assets moved furthest, up 16.34% on 2025. See the full financial analysis for PINNACLE FINANCIAL PLANNING LIMITED.
The full financial record
Three ways through PINNACLE FINANCIAL PLANNING LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
5 chartsCharts by indicator5 filed indicators plotted year by year, 2021–2026.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 2021–2026.
| Year | Employees | Change |
|---|---|---|
| 2026 | 20 | +1 |
| 2025 | 19 | -1181 |
| 2023 | 1,200 | +200 |
| 2022 | 1,000 | 0 |
| 2021 | 1,000 | – |
Reported employee count decreased from 1,000 in 2021 to 20 in 2026. 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
5Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 20/11/2008–Present | 6 | |
| Director | 20/11/2008–Present | 4 | |
| Director | 20/11/2008–04/01/2018 | 6 | |
| Director | 20/11/2008–Present | 4 | |
| Secretary | 20/11/2008–Present | 0 |
Persons with significant control
10Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 25/02/2021–21/12/2023 | 6 | |
| 25/02/2021–Present | 6 | |
| 21/12/2023–Present | 6 | |
| 21/12/2023–Present | 4 | |
| 25/02/2021–Present | 4 | |
| 25/02/2021–21/12/2023 | 4 | |
| 21/12/2023–Present | 0 | |
| 20/11/2016–25/02/2021 | 0 | |
| 25/02/2021–21/12/2023 | 4 | |
| 25/02/2021–Present | 4 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 1 Since 18/09/2026
- Last 12 months
- 1
- Most recent filing
- 18/09/2026 less than a month ago
What changed in the last year
- Confirmation statementLatest 18/09/2026
Filing timeline
- 18/09/2026View PDF (5 pages)
Confirmation statement made on 2026-09-17 with updates
See when the next accounts and confirmation statement are due
Similar companies
105 UK companies are similar to PINNACLE 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.
ATV GLOBAL LIMITED
ActiveFirst Floor 1 Des Roches Square, Witan Way, Witney, Oxfordshire OX28 4BE
- Activity
- Activities of other holding companies n.e.c.
- Company no.
- 13099823
- Incorporated
- 24/12/2020
- Employees
- 21
PETRA MANAGEMENT LIMITED
Active71-91 Aldwych, London WC2B 4HN
- Activity
- Financial intermediation not elsewhere classified
- Company no.
- 08725420
- Incorporated
- 09/10/2013
- Employees
- 20
MEARNS & COMPANY LIMITED
Active112 Commercial Street, Edinburgh EH6 6NF
- Activity
- Financial intermediation not elsewhere classified
- Company no.
- SC288945
- Incorporated
- 16/08/2005
- Employees
- 26
SOUTH WEST INVESTMENT GROUP LIMITED
ActiveLowena House Glenthorne Court, Truro Business Park, Threemilestone, Truro, Cornwall TR4 9NY
- Activity
- Financial intermediation not elsewhere classified
- Company no.
- 02463497
- Incorporated
- 26/01/1990
- Employees
- 26
3MC (U.K.) LIMITED
Active6 St George's Court, Altrincham Business Park, Altrincham, Cheshire WA14 5UA
- Activity
- Financial intermediation not elsewhere classified
- Company no.
- 03547703
- Incorporated
- 17/04/1998
- Employees
- 29
About PINNACLE FINANCIAL PLANNING LIMITED
A short description of the company, written from its Companies House record.
PINNACLE FINANCIAL PLANNING LIMITED is a private limited company registered in the United Kingdom, based in 1-2 Chestnut Court Jill Lane, Sambourne, Redditch, Worcestershire B96 6EW. Companies House classifies its business as Financial intermediation not elsewhere classified. It has been on the register for 17 years 10 months.
The register currently records it as active. Its 2026 accounts report net assets of £2.78M and 20 employees.
PINNACLE FINANCIAL PLANNING LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does PINNACLE FINANCIAL PLANNING LIMITED do?
Companies House records PINNACLE FINANCIAL PLANNING LIMITED under one registered business activity: Financial intermediation not elsewhere classified (64.99/9 - SIC 2007).
Is PINNACLE FINANCIAL PLANNING LIMITED still active?
PINNACLE FINANCIAL PLANNING LIMITED is recorded as active on the Companies House register, and has been on it since 20/11/2008.
What are PINNACLE FINANCIAL PLANNING LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2026 and report net assets of £2.78M, total assets of £3.35M, cash in bank of £3.26M and total liabilities of £571.68K.
When did PINNACLE FINANCIAL PLANNING LIMITED last file with Companies House?
The most recent document on the record is dated 18/09/2026: Confirmation statement made on 2026-09-17 with updates, less than a month ago.
When are PINNACLE FINANCIAL PLANNING LIMITED's next filings due?
On the current registry record, accounts are due by 31/12/2026.
Who runs PINNACLE FINANCIAL PLANNING LIMITED?
Companies House lists 5 officers (4 currently in post) and 10 people with significant control (6 current).