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
SRB FINANCIAL PLANNING LIMITED
Active- SC383253Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- 91 Alexander Street, Airdrie ML6 0BD
- Classification (SIC)
- Other activities auxiliary to insurance and pension funding (66.29 - 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
- 21/08/2026View PDF (12 pages)
Total exemption full accounts made up to 2025-12-31
- 07/06/2026View PDF (2 pages)
Director's details changed for Stephen Richard Brough on 2026-05-31
- 11/02/2026View PDF (3 pages)
Certificate of change of name
- 30/09/2025View PDF (4 pages)
Confirmation statement made on 2025-09-30 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.
Due in 4 days
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 30/09/2026
- Last statement dated
- 31/12/2024
Financial performance
The latest figures SRB FINANCIAL PLANNING LIMITED filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£14.94K2025
13.26%vs 20242024: £13.19K
Total Assets
£3.16M2025
-4.88%vs 20242024: £3.32M
Cash in Bank
£260.96K2025
1.66K%vs 20242024: £14.81K
Total Liabilities
£3.11M2025
-4.72%vs 20242024: £3.27M
Employees
92025
-9vs 20242024: 18
Of the 4 measures with an earlier filing to compare against, 2 rose and 2 fell. Cash in bank moved furthest, up 1.66K% on 2024. See the full financial analysis for SRB FINANCIAL PLANNING LIMITED.
The full financial record
Four ways through SRB FINANCIAL PLANNING LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · -26.5% 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 | 9 | -9 |
| 2024 | 18 | -4 |
| 2023 | 22 | +4 |
| 2022 | 18 | +2 |
| 2021 | 16 | – |
Reported employee count decreased from 16 in 2021 to 9 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
8Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 06/08/2010–06/08/2010 | 1157 | |
| Director | 06/08/2010–06/08/2010 | 1077 | |
| Secretary | 06/08/2010–06/08/2010 | 669 | |
| Director | 06/08/2010–Present | 0 | |
| Director | 21/10/2021–05/08/2025 | 0 | |
| Director | 01/06/2016–20/08/2021 | 0 | |
| Director | 24/12/2023–05/03/2024 | 2 | |
| Secretary | 01/02/2024–Present | 0 |
Persons with significant control
1Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 06/08/2016–Present | 0 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 23 Since 21/10/2022
- Last 12 months
- 4 +1 vs the year before
- Most recent filing
- 21/08/2026 1 month ago
What changed in the last year
- Accounts filedLatest 21/08/2026
- Officer changesLatest 07/06/2026
- Company nameLatest 11/02/2026
- Confirmation statementLatest 30/09/2025
Filing timeline
- 21/08/2026View PDF (12 pages)
Total exemption full accounts made up to 2025-12-31
- 07/06/2026View PDF (2 pages)
Director's details changed for Stephen Richard Brough on 2026-05-31
- 11/02/2026View PDF (3 pages)
Certificate of change of name
- 30/09/2025View PDF (4 pages)
Confirmation statement made on 2025-09-30 with updates
- 26/09/2025View PDF (12 pages)
Total exemption full accounts made up to 2024-12-31
- 18/08/2025View PDF (1 pages)
Termination of appointment of Mark Brough as a director on 2025-08-05
- 06/08/2025View PDF (3 pages)
Confirmation statement made on 2025-08-06 with no updates
- 06/08/2024View PDF (4 pages)
Confirmation statement made on 2024-08-06 with updates
- 11/07/2024View PDF (11 pages)
Total exemption full accounts made up to 2023-12-31
- 15/03/2024View PDF (1 pages)
Termination of appointment of Liam Wilson as a director on 2024-03-05
- 07/02/2024View PDF (2 pages)
Appointment of Miss Claire Brough as a secretary on 2024-02-01
- 03/01/2024View PDF (2 pages)
Appointment of Mr Liam Wilson as a director on 2023-12-24
Showing 12 of 23 filings
See when the next accounts and confirmation statement are due
Similar companies
107 UK companies are similar to SRB FINANCIAL PLANNING LIMITED, sharing the same company status (Active), the same industry sector and activity group (Other activities auxiliary to insurance and pension funding) 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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Active. 30 Southernhay East, Exeter, Devon EX1 1NS
- Activity
- Activities of insurance agents and brokers
- Company no.
- 04145306
- Incorporated
- 22/01/2001
- Employees
- 8
HAPPY MOTOR FINANCE LIMITED
ActivePennington House, 16 Carolina Way, Salford M50 2ZY
- Activity
- Activities of insurance agents and brokers
- Company no.
- 14387669
- Incorporated
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- Employees
- 8
3 DIMENSIONAL INSURANCE LTD
ActiveMrib House, 25 Amersham Hill, High Wycombe, Buckinghamshire HP13 6NU
- Activity
- Activities of insurance agents and brokers
- Company no.
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- Incorporated
- 21/04/2011
- Employees
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L&P TRUSTEE SERVICES (UK) LIMITED
ActiveCapricorn House, 5 Birchall Street, Liverpool, Merseyside L20 8PD
- Activity
- Other activities auxiliary to insurance and pension funding
- Company no.
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- Employees
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LANGTON LONDON INSURANCE BROKERS LTD
ActiveElmwood House Ghyll Royd, Guiseley, Leeds LS20 9LT
- Activity
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- Employees
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About SRB FINANCIAL PLANNING LIMITED
A short description of the company, written from its Companies House record.
SRB FINANCIAL PLANNING LIMITED is a private limited company registered in the United Kingdom, based in 91 Alexander Street, Airdrie ML6 0BD. Companies House classifies its business as Other activities auxiliary to insurance and pension funding. It has been on the register for 16 years 1 month.
The register currently records it as active. Its 2025 accounts report net assets of £14.94K and 9 employees.
SRB FINANCIAL PLANNING LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does SRB FINANCIAL PLANNING LIMITED do?
Companies House records SRB FINANCIAL PLANNING LIMITED under one registered business activity: Other activities auxiliary to insurance and pension funding (66.29 - SIC 2007).
Is SRB FINANCIAL PLANNING LIMITED still active?
SRB FINANCIAL PLANNING LIMITED is recorded as active on the Companies House register, and has been on it since 06/08/2010.
What are SRB FINANCIAL PLANNING LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £14.94K, total assets of £3.16M, cash in bank of £260.96K and total liabilities of £3.11M.
When did SRB FINANCIAL PLANNING LIMITED last file with Companies House?
The most recent document on the record is dated 21/08/2026: Total exemption full accounts made up to 2025-12-31, 1 month ago.
When are SRB FINANCIAL PLANNING LIMITED's next filings due?
On the current registry record, accounts are due by 30/09/2026.
Who runs SRB FINANCIAL PLANNING LIMITED?
Companies House lists 8 officers (2 currently in post) and 1 person with significant control.