Annual accounts
Total Exemption Full 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
PRUDENT FINANCIAL PLANNING ADVICE LIMITED
Active- 05417552Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- Dalton House, 9 Dalton Square, Lancaster LA1 1WD
- Classification (2 SIC codes)
- Life insurance (65.11 - SIC 2007)Life reinsurance (65.20/1 - 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
- 28/08/2026View PDF (10 pages)
Total exemption full accounts made up to 2025-12-31
- 21/04/2026View PDF (5 pages)
Confirmation statement made on 2026-04-07 with updates
- 13/04/2026View PDF (2 pages)
Change of details for Mr James Barry Booth as a person with significant control on 2025-08-28
- 13/04/2026View PDF (2 pages)
Notification of Victoria Jane Booth as a person with significant control on 2025-08-28
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
- 07/04/2026
- Last statement dated
- 31/12/2024
Financial performance
The latest figures PRUDENT FINANCIAL PLANNING ADVICE LIMITED filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£164.72K2025
204.06%vs 20242024: £54.18K
Total Assets
£1.59M2025
-6.64%vs 20242024: £1.70M
Cash in Bank
£35.56K2025
2.90K%vs 20242024: £1.19K
Total Liabilities
£1.39M2025
-13.52%vs 20242024: £1.60M
Employees
02025
0vs 20242024: 0
Of the 4 measures with an earlier filing to compare against, 2 rose and 2 fell. Total liabilities moved furthest, down 13.52% on 2024. See the full financial analysis for PRUDENT FINANCIAL PLANNING ADVICE LIMITED.
The full financial record
Four ways through PRUDENT FINANCIAL PLANNING ADVICE LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +264% 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 | 0 | 0 |
| 2024 | 0 | -8 |
| 2023 | 8 | -2 |
| 2022 | 10 | +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
6Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 21/06/2005–Present | 13 | |
| Nominee Secretary | 06/04/2005–06/04/2005 | 36449 | |
| Nominee Director | 06/04/2005–06/04/2005 | 41295 | |
| Director | 28/02/2018–11/10/2020 | 1 | |
| Secretary | 20/06/2005–29/10/2008 | 0 | |
| Director | 06/10/2023–Present | 1 |
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 | 13 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 18 Since 11/04/2023
- Last 12 months
- 5 -1 vs the year before
- Most recent filing
- 28/08/2026 less than a month ago
What changed in the last year
- Accounts filedLatest 28/08/2026
- Confirmation statementLatest 21/04/2026
- Officer changes (2)Latest 13/04/2026
- Charges and mortgagesLatest 08/10/2025
Filing timeline
- 28/08/2026View PDF (10 pages)
Total exemption full accounts made up to 2025-12-31
- 21/04/2026View PDF (5 pages)
Confirmation statement made on 2026-04-07 with updates
- 13/04/2026View PDF (2 pages)
Change of details for Mr James Barry Booth as a person with significant control on 2025-08-28
- 13/04/2026View PDF (2 pages)
Notification of Victoria Jane Booth as a person with significant control on 2025-08-28
- 08/10/2025View PDF (1 pages)
Satisfaction of charge 054175520002 in full
- 10/09/2025View PDF (30 pages)
Memorandum and Articles of Association
- 10/09/2025View PDF (1 pages)
Resolutions
- 29/08/2025View PDF (2 pages)
Particulars of variation of rights attached to shares
- 29/08/2025View PDF (2 pages)
Change of share class name or designation
- 04/08/2025View PDF (10 pages)
Total exemption full accounts made up to 2024-12-31
- 23/04/2025View PDF (4 pages)
Confirmation statement made on 2025-04-07 with updates
- 09/09/2024View PDF (10 pages)
Total exemption full accounts made up to 2023-12-31
Showing 12 of 18 filings
See when the next accounts and confirmation statement are due
Similar companies
57 UK companies are similar to PRUDENT FINANCIAL PLANNING ADVICE LIMITED, sharing the same company status (Active), the same industry sector and activity group (Life insurance) and a comparable number of employees. The 5 closest matches are shown below to help you compare competitors and industry peers.
CONNECT INSURANCE BROKERS LIMITED
ActiveConnect House Foundry Street, Hanley, Stoke-On-Trent ST1 5HE
- Activity
- Non-life insurance
- Company no.
- 04493658
- Incorporated
- 24/07/2002
- Employees
- 0
ARCHER INSURANCE SERVICES LIMITED
Active733 Field End Road,Ruislip,Middlesex, Field End Road, Ruislip, Middlesex HA4 0RJ
- Activity
- Non-life insurance
- Company no.
- 02649983
- Incorporated
- 30/09/1991
- Employees
- 0
ARNOTT GUY & CO LTD
ActiveCornerstone House, 4/6 Brassey Avenue, Eastbourne, East Sussex BN22 9QD
- Activity
- Life insurance
- Company no.
- 05318802
- Incorporated
- 22/12/2004
- Employees
- 0
ATLAS RISK MANAGEMENT LIMITED
Active109 Timber Wharf, 32 Worsley Street, Manchester M15 4NX
- Activity
- Non-life insurance
- Company no.
- 04162305
- Incorporated
- 16/02/2001
- Employees
- 0
AUTO LEGAL PROTECTION SERVICES LIMITED
ActiveSunnyside Mill, Highfield Road, Congleton, Cheshire CW12 3AQ
- Activity
- Non-life insurance
- Company no.
- 03676991
- Incorporated
- 01/12/1998
- Employees
- 0
About PRUDENT FINANCIAL PLANNING ADVICE LIMITED
A short description of the company, written from its Companies House record.
PRUDENT FINANCIAL PLANNING ADVICE LIMITED is a private limited company registered in the United Kingdom, based in Dalton House, 9 Dalton Square, Lancaster LA1 1WD. Companies House classifies its business as Life insurance, one of 2 SIC classifications on its record. It has been on the register for 21 years 5 months.
The register currently records it as active. Its 2025 accounts report net assets of £164.72K and 0 employees.
PRUDENT FINANCIAL PLANNING ADVICE LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does PRUDENT FINANCIAL PLANNING ADVICE LIMITED do?
Companies House records PRUDENT FINANCIAL PLANNING ADVICE LIMITED under 2 registered business activities: Life insurance (65.11 - SIC 2007) and Life reinsurance (65.20/1 - SIC 2007).
Is PRUDENT FINANCIAL PLANNING ADVICE LIMITED still active?
PRUDENT FINANCIAL PLANNING ADVICE LIMITED is recorded as active on the Companies House register, and has been on it since 07/04/2005.
What are PRUDENT FINANCIAL PLANNING ADVICE LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £164.72K, total assets of £1.59M, cash in bank of £35.56K and total liabilities of £1.39M.
When did PRUDENT FINANCIAL PLANNING ADVICE LIMITED last file with Companies House?
The most recent document on the record is dated 28/08/2026: Total exemption full accounts made up to 2025-12-31, less than a month ago.
When are PRUDENT FINANCIAL PLANNING ADVICE LIMITED's next filings due?
On the current registry record, accounts are due by 30/09/2026.
Who runs PRUDENT FINANCIAL PLANNING ADVICE LIMITED?
Companies House lists 6 officers (2 currently in post) and 1 person with significant control.