Annual accounts
Micro Entity accounts
30/11/2026Filing deadline
Made up to 28/02/2025Due 30/11/2026
- Next accounts made up to
- 28/02/2026
- Last accounts made up to
- 28/02/2025
SCHAEFER FINANCIAL MANAGEMENT LIMITED
Active- 04596404Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- Goodwood House, Blackbrook Park Avenue, Taunton, Somerset TA1 2PX
- Classification (2 SIC codes)
- Activities auxiliary to financial intermediation n.e.c. (66.19 - SIC 2007)Other activities auxiliary to insurance and pension funding (66.29 - SIC 2007)
- Accounts type
- Micro Entity
Company activity
The 4 most recent documents filed at Companies House.
Pre-Score for UK companies is coming soon
- 05/05/2026View PDF (2 pages)
Director's details changed for Philip Arthur Sheppard on 2026-05-05
- 05/05/2026View PDF (2 pages)
Change of details for Philip Arthur Sheppard as a person with significant control on 2026-05-05
- 05/05/2026View PDF (1 pages)
Secretary's details changed for Elisabeth Carole Sheppard on 2026-05-05
- 05/05/2026View PDF (2 pages)
Change of details for Elisabeth Carole Sheppard as a person with significant control on 2026-05-05
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 66 days
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 19/11/2026
- Last statement dated
- 28/02/2025
Financial performance
The latest figures SCHAEFER FINANCIAL MANAGEMENT LIMITED filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£49.02K2025
-7.38%vs 20242024: £52.93K
Total Assets
£97.22K2025
-8.32%vs 20242024: £106.04K
Total Liabilities
£48.19K2025
-9.26%vs 20242024: £53.11K
Employees
62025
-3vs 20242024: 9
Of the 3 measures with an earlier filing to compare against, 3 fell. Total assets moved furthest, down 8.32% on 2024. See the full financial analysis for SCHAEFER FINANCIAL MANAGEMENT LIMITED.
The full financial record
Four ways through SCHAEFER FINANCIAL MANAGEMENT LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +0.2% 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 moved4 chartsCharts by indicator4 filed indicators plotted year by year, 2021–2025.Plot the figuresNothing estimatedRatios from the filed figures2 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 | 6 | -3 |
| 2024 | 9 | +1 |
| 2023 | 8 | -2 |
| 2022 | 10 | 0 |
| 2021 | 10 | – |
Reported employee count decreased from 10 in 2021 to 6 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
7Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Nominee Secretary | 20/11/2002–05/12/2002 | 16486 | |
| Nominee Director | 20/11/2002–05/12/2002 | 15962 | |
| Director | 06/12/2002–Present | 1 | |
| Director | 16/04/2026–Present | 0 | |
| Director | 24/10/2007–07/07/2009 | 0 | |
| Director | 01/01/2007–03/06/2024 | 1 | |
| Secretary | 06/12/2002–Present | 0 |
Persons with significant control
2Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 06/04/2016–Present | 1 | |
| 06/04/2016–Present | 0 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 18 Since 29/11/2022
- Last 12 months
- 8 +3 vs the year before
- Most recent filing
- 05/05/2026 4 months ago
What changed in the last year
- Officer changes (6)Latest 05/05/2026
- Share capitalLatest 31/01/2026
- Confirmation statementLatest 26/11/2025
Filing timeline
- 05/05/2026View PDF (2 pages)
Director's details changed for Philip Arthur Sheppard on 2026-05-05
- 05/05/2026View PDF (2 pages)
Change of details for Philip Arthur Sheppard as a person with significant control on 2026-05-05
- 05/05/2026View PDF (1 pages)
Secretary's details changed for Elisabeth Carole Sheppard on 2026-05-05
- 05/05/2026View PDF (2 pages)
Change of details for Elisabeth Carole Sheppard as a person with significant control on 2026-05-05
- 05/05/2026View PDF (2 pages)
Director's details changed for Elisabeth Carole Sheppard on 2026-05-05
- 20/04/2026View PDF (2 pages)
Appointment of Elisabeth Carole Sheppard as a director on 2026-04-16
- 31/01/2026View PDF (6 pages)
Statement of capital on 2026-01-20
- 26/11/2025View PDF (7 pages)
Confirmation statement made on 2025-11-19 with updates
- 14/07/2025View PDF (4 pages)
Micro company accounts made up to 2025-02-28
- 26/11/2024View PDF (7 pages)
Confirmation statement made on 2024-11-19 with updates
- 26/11/2024View PDF (1 pages)
Secretary's details changed for Elisabeth Carole Sheppard on 2024-11-26
- 26/11/2024View PDF (2 pages)
Director's details changed for Philip Arthur Sheppard on 2024-11-26
Showing 12 of 18 filings
See when the next accounts and confirmation statement are due
Similar companies
221 UK companies are similar to SCHAEFER FINANCIAL MANAGEMENT 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.
PROSPERITY FINANCIAL MANAGEMENT LIMITED
Active195 High Street, Northallerton, North Yorkshire DL7 8LF
- Activity
- Activities of insurance agents and brokers
- Company no.
- 04703113
- Incorporated
- 19/03/2003
- Employees
- 6
BLUEGLEN INVESTMENT PARTNERS LIMITED
Active9 Stratford Place, London W1C 1AZ
- Activity
- Fund management activities
- Company no.
- 10494530
- Incorporated
- 24/11/2016
- Employees
- 6
4WEALTH LIMITED
Active361 Rayleigh Road, Leigh-On-Sea, Essex SS9 5PS
- Activity
- Other activities auxiliary to insurance and pension funding
- Company no.
- 04668130
- Incorporated
- 17/02/2003
- Employees
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ACTIVE MORTGAGE SERVICES LIMITED
Active3 Highcliff View, Westgate, Guisborough, Cleveland TS14 6AY
- Activity
- Activities auxiliary to financial intermediation n.e.c.
- Company no.
- 04600469
- Incorporated
- 26/11/2002
- Employees
- 6
LIBERTY WEALTH MANAGEMENT LIMITED
Active47b High Street, Ongar, Essex CM5 9DT
- Activity
- Activities of insurance agents and brokers
- Company no.
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- Incorporated
- 07/06/1999
- Employees
- 6
About SCHAEFER FINANCIAL MANAGEMENT LIMITED
A short description of the company, written from its Companies House record.
SCHAEFER FINANCIAL MANAGEMENT LIMITED is a private limited company registered in the United Kingdom, based in Goodwood House, Blackbrook Park Avenue, Taunton, Somerset TA1 2PX. Companies House classifies its business as Activities auxiliary to financial intermediation n.e.c., one of 2 SIC classifications on its record. It has been on the register for 23 years 10 months.
The register currently records it as active. Its 2025 accounts report net assets of £49.02K and 6 employees.
SCHAEFER FINANCIAL MANAGEMENT LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does SCHAEFER FINANCIAL MANAGEMENT LIMITED do?
Companies House records SCHAEFER FINANCIAL MANAGEMENT LIMITED under 2 registered business activities: Activities auxiliary to financial intermediation n.e.c. (66.19 - SIC 2007) and Other activities auxiliary to insurance and pension funding (66.29 - SIC 2007).
Is SCHAEFER FINANCIAL MANAGEMENT LIMITED still active?
SCHAEFER FINANCIAL MANAGEMENT LIMITED is recorded as active on the Companies House register, and has been on it since 21/11/2002.
What are SCHAEFER FINANCIAL MANAGEMENT LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £49.02K, total assets of £97.22K and total liabilities of £48.19K.
When did SCHAEFER FINANCIAL MANAGEMENT LIMITED last file with Companies House?
The most recent document on the record is dated 05/05/2026: Director's details changed for Philip Arthur Sheppard on 2026-05-05, 4 months ago.
When are SCHAEFER FINANCIAL MANAGEMENT LIMITED's next filings due?
On the current registry record, accounts are due by 30/11/2026.
Who runs SCHAEFER FINANCIAL MANAGEMENT LIMITED?
Companies House lists 7 officers (3 currently in post) and 2 people with significant control.