Annual accounts
Audit Exemption Subsidiary accounts
30/09/2026Filing deadline
- Next accounts made up to
- 31/12/2025
- Last accounts made up to
- 31/12/2024
Reference data exactly as held at Companies House.
The 4 most recent documents filed at Companies House.
Confirmation statement made on 2026-08-31 with no updates
Registration of charge SC1136510003, created on 2026-04-10
Appointment of Mr Paul William Feeney as a director on 2025-10-27
Appointment of Mr Grant Thomas Hotson as a director on 2025-10-27
What Pre-Score will tell you

The two filings Companies House requires every year, and where each one stands against its deadline today.
Audit Exemption Subsidiary accounts
30/09/2026Filing deadline
Confirms the registry record is up to date
The latest figures SAVE & INVEST (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: £3.82M
Total Assets
2023: £4.45M
Cash in Bank
2023: £1.49M
Total Liabilities
2023: £627.50K
Employees
2023: 21
Of the 4 measures with an earlier filing to compare against, 2 rose and 2 fell. Net assets moved furthest, up 26.53% on 2023. See the full financial analysis for SAVE & INVEST (FINANCIAL PLANNING) LIMITED.
The full financial record
Four ways through SAVE & INVEST (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 | 21 | 0 |
| 2023 | 21 | -2 |
| 2022 | 23 | +23 |
| 2021 | 0 | – |
Reported employee count increased from 0 in 2021 to 21 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 |
|---|---|---|---|
| Nominee Director | 30/09/1988–31/12/1989 | 137 | |
| Nominee Secretary | 30/09/1988–31/12/1989 | 137 | |
| Nominee Director | 30/09/1988–31/12/1989 | 96 | |
| Director | 01/02/2006–06/10/2006 | 25 | |
| Director | 23/07/2018–20/12/2019 | 2 | |
| Director | 27/08/2014–29/10/2024 | 4 | |
| Director | 13/03/2025–27/08/2025 | 83 | |
| Director | 27/10/2025–Present | 83 | |
| Director | 27/10/2025–Present | 68 | |
| Director | 27/03/2025–27/08/2025 | 68 | |
| Director | 01/07/2018–29/10/2024 | 0 | |
| Director | 01/07/2018–29/10/2024 | 0 |
Every document on the Companies House record, newest first.
Confirmation statement made on 2026-08-31 with no updates
Registration of charge SC1136510003, created on 2026-04-10
Appointment of Mr Paul William Feeney as a director on 2025-10-27
Appointment of Mr Grant Thomas Hotson as a director on 2025-10-27
Notice of agreement to exemption from audit of accounts for period ending 31/12/24
Consolidated accounts of parent company for subsidiary company period ending 31/12/24
Audit exemption subsidiary accounts made up to 2024-12-31
Audit exemption statement of guarantee by parent company for period ending 31/12/24
Previous accounting period shortened from 2025-06-30 to 2024-12-31
Confirmation statement made on 2025-08-31 with no updates
Termination of appointment of Paul William Feeney as a director on 2025-08-27
Termination of appointment of Grant Thomas Hotson as a director on 2025-08-27
Showing 12 of 26 filings
See when the next accounts and confirmation statement are due
46 UK companies are similar to SAVE & INVEST (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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A short description of the company, written from its Companies House record.
SAVE & INVEST (FINANCIAL PLANNING) LIMITED is a private limited company registered in the United Kingdom, based in 100 West Regent Street, Glasgow, G2 2QD. Companies House classifies its business as Activities auxiliary to financial intermediation n.e.c.. It has been on the register for 37 years 11 months.
The register currently records it as active. Its 2024 accounts report net assets of £4.83M and 21 employees.
Answered from this company's own registry record and filed figures.
Companies House records SAVE & INVEST (FINANCIAL PLANNING) LIMITED under one registered business activity: Activities auxiliary to financial intermediation n.e.c. (66.19 - SIC 2007).
SAVE & INVEST (FINANCIAL PLANNING) LIMITED is recorded as active on the Companies House register, and has been on it since 30/09/1988.
The most recent accounts Okredo holds cover 2024 and report net assets of £4.83M, total assets of £5.16M, cash in bank of £524.67K and total liabilities of £326.73K.
The most recent document on the record is dated 02/09/2026: Confirmation statement made on 2026-08-31 with no updates, less than a month ago.
On the current registry record, accounts are due by 30/09/2026.
Companies House lists 12 officers (2 currently in post) and 0 people with significant control.