SELF FINANCIAL PLANNERS LIMITED

Active

Registry details

Reference data exactly as held at Companies House.

Copy registry details
Registered office
48 Cygnet Court, Timothy's Bridge Road, Stratford-Upon-Avon CV37 9NW
Accounts type
Total Exemption Full

Company activity

The 4 most recent documents filed at Companies House.

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  1. 21/07/2026

    Confirmation statement made on 2026-07-09 with no updates

    View PDF (3 pages)
  2. 22/10/2025

    Total exemption full accounts made up to 2025-03-31

    View PDF (10 pages)
  3. 04/09/2025

    Registered office address changed from 48 Timothys Bridge Road Stratford upon Avon CV37 9NW United Kingdom to 43 Cygnet Court Timothy's Bridge Road Stratford-upon-Avon CV37 9NW on 2025-09-04

    View PDF (1 pages)
  4. 04/09/2025

    Registered office address changed from 43 Cygnet Court Timothy's Bridge Road Stratford-upon-Avon CV37 9NW England to 48 Cygnet Court Timothy's Bridge Road Stratford-upon-Avon CV37 9NW on 2025-09-04

    View PDF (1 pages)

Accounts and confirmation statement

The two filings Companies House requires every year, and where each one stands against its deadline today.

Annual accounts

Total Exemption Full accounts

On schedule

31/12/2026Filing deadline

Next accounts made up to
31/03/2026
Last accounts made up to
31/03/2025

See the full filing history

Financial performance

The latest figures SELF FINANCIAL PLANNERS LIMITED filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.

Net Assets

£470.35K2025
-23.16%vs 2024

2024: £612.13K

Total Assets

£649.63K2025
-10.19%vs 2024

2024: £723.32K

Cash in Bank

£632.28K2025
-10.12%vs 2024

2024: £703.43K

Total Liabilities

£179.28K2025
61.24%vs 2024

2024: £111.19K

Employees

02025
0vs 2024

2024: 0

Of the 4 measures with an earlier filing to compare against, 1 rose and 3 fell. Net assets moved furthest, down 23.16% on 2024. See the full financial analysis for SELF FINANCIAL PLANNERS LIMITED.

Employees

Headcount as reported to Companies House for 2021–2025.

72021
72022
72023
02024
02025
YearEmployeesChange
202500
20240-7
202370
202270
20217–

Reported employee count decreased from 7 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.

Officers

12

Directors, secretaries and other appointed officers, with the period each has served.

PersonRolePeriodConnected companies
Corporate Secretary30/03/2004–10/11/20202
Director12/04/1993–23/04/19991
Director02/03/2000–15/07/20109
Director14/08/2008–11/09/201720
Director30/03/2004–28/06/20109
Director30/03/2004–10/11/202012
Director04/07/2022–Present35
Director03/03/2000–Present0
Director24/10/2017–10/11/20204
Secretary03/01/2023–Present0
Secretary16/11/2020–02/01/20230
Director31/07/1991–17/12/19980

Persons with significant control

1

Individuals or entities with significant control over the company, as declared to Companies House.

PersonPeriodConnected companies
06/04/2016–Present0

Filing history and recent activity

Every document on the Companies House record, newest first.

Filings on record
12
Since 29/11/2022
Last 12 months
2
-2 vs the year before
Most recent filing
21/07/2026
2 months ago

What changed in the last year

  • Confirmation statementLatest 21/07/2026
  • Accounts filedLatest 22/10/2025

Filing timeline

  1. 21/07/2026

    Confirmation statement made on 2026-07-09 with no updates

    View PDF (3 pages)
  2. 22/10/2025

    Total exemption full accounts made up to 2025-03-31

    View PDF (10 pages)
  3. 04/09/2025

    Registered office address changed from 48 Timothys Bridge Road Stratford upon Avon CV37 9NW United Kingdom to 43 Cygnet Court Timothy's Bridge Road Stratford-upon-Avon CV37 9NW on 2025-09-04

    View PDF (1 pages)
  4. 04/09/2025

    Registered office address changed from 43 Cygnet Court Timothy's Bridge Road Stratford-upon-Avon CV37 9NW England to 48 Cygnet Court Timothy's Bridge Road Stratford-upon-Avon CV37 9NW on 2025-09-04

    View PDF (1 pages)
  5. 04/08/2025

    Confirmation statement made on 2025-07-09 with no updates

    View PDF (3 pages)
  6. 13/12/2024

    Total exemption full accounts made up to 2024-03-31

    View PDF (10 pages)
  7. 29/07/2024

    Confirmation statement made on 2024-07-09 with no updates

    View PDF (3 pages)
  8. 17/11/2023

    Total exemption full accounts made up to 2023-03-31

    View PDF (9 pages)
  9. 18/07/2023

    Confirmation statement made on 2023-07-09 with no updates

    View PDF (3 pages)
  10. 04/01/2023

    Termination of appointment of Victor Geoffrey Flavel Matts as a secretary on 2023-01-03

    View PDF (1 pages)
  11. 04/01/2023

    Appointment of Miss Lesley Ann Mcleod as a secretary on 2023-01-03

    View PDF (2 pages)
  12. 29/11/2022

    Total exemption full accounts made up to 2022-03-31

    View PDF (9 pages)

See when the next accounts and confirmation statement are due

Similar companies

140 UK companies are similar to SELF FINANCIAL PLANNERS 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.

140 UK companies share this business profileThe 5 above are the closest matches. See every UK company registered under Activities auxiliary to financial intermediation n.e.c..Browse the listing

About SELF FINANCIAL PLANNERS LIMITED

A short description of the company, written from its Companies House record.

SELF FINANCIAL PLANNERS LIMITED is a private limited company registered in the United Kingdom, based in 48 Cygnet Court, Timothy's Bridge Road, Stratford-Upon-Avon CV37 9NW. 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 48 years 11 months.

The register currently records it as active. Its 2025 accounts report net assets of £470.35K and 0 employees.

SELF FINANCIAL PLANNERS LIMITED: frequently asked questions

Answered from this company's own registry record and filed figures.

What does SELF FINANCIAL PLANNERS LIMITED do?

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Companies House records SELF FINANCIAL PLANNERS 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 SELF FINANCIAL PLANNERS LIMITED still active?

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SELF FINANCIAL PLANNERS LIMITED is recorded as active on the Companies House register, and has been on it since 10/10/1977.

What are SELF FINANCIAL PLANNERS LIMITED's latest reported financials?

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The most recent accounts Okredo holds cover 2025 and report net assets of £470.35K, total assets of £649.63K, cash in bank of £632.28K and total liabilities of £179.28K.

When did SELF FINANCIAL PLANNERS LIMITED last file with Companies House?

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The most recent document on the record is dated 21/07/2026: Confirmation statement made on 2026-07-09 with no updates, 2 months ago.

When are SELF FINANCIAL PLANNERS LIMITED's next filings due?

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On the current registry record, accounts are due by 31/12/2026.

Who runs SELF FINANCIAL PLANNERS LIMITED?

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Companies House lists 12 officers (3 currently in post) and 1 person with significant control.