Annual accounts
Medium accounts
31/03/2026Filing deadline
Made up to 30/06/2024Due 31/03/2026
- Next accounts made up to
- 30/06/2025
- Last accounts made up to
- 30/06/2024
STEP-BY-STEP FINANCIAL PLANNERS LIMITED
Active- 07220022Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- The Loft Wade Lane Farm, Wade Lane Hill Ridware, Rugeley, Staffordshire WS15 3RE
- Classification (SIC)
- Financial intermediation not elsewhere classified (64.99/9 - SIC 2007)
- Accounts type
- Medium
Company activity
The 4 most recent documents filed at Companies House.
Pre-Score for UK companies is coming soon
- 31/07/2026View PDF (4 pages)
Confirmation statement made on 2026-07-30 with updates
- 31/03/2026View PDF (20 pages)
Accounts for a medium company made up to 2025-06-30
- 04/08/2025View PDF (4 pages)
Confirmation statement made on 2025-07-30 with updates
- 31/03/2025View PDF (21 pages)
Accounts for a medium company made up to 2024-06-30
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.
178 days overdue
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 30/07/2026
- Last statement dated
- 30/06/2024
Financial performance
The latest figures STEP-BY-STEP FINANCIAL PLANNERS LIMITED filed. Okredo holds filed accounts data for 2021–2024; the year-by-year record is on the financials page.
Net Assets
£207.40K2024
38.89%vs 20232023: £149.33K
Total Assets
£266.59K2024
30.09%vs 20232023: £204.93K
Cash in Bank
£213.56K2024
35.50%vs 20232023: £157.61K
Total Liabilities
£58.24K2024
11.09%vs 20232023: £52.43K
Employees
52024
+1vs 20232023: 4
Of the 4 measures with an earlier filing to compare against, 4 rose. Total assets moved furthest, up 30.09% on 2023. See the full financial analysis for STEP-BY-STEP FINANCIAL PLANNERS LIMITED.
The full financial record
Four ways through STEP-BY-STEP FINANCIAL PLANNERS LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +38.5% a year (CAGR)Three-year trend, 2022–2024Every measure end to end across 2022, 2023 and 2024, with the compound rate behind each one.See what moved5 chartsCharts by indicator5 filed indicators plotted year by year, 2021–2024.Plot the figuresNothing estimatedRatios from the filed figures5 ratios computed from this company's own reported amounts, each shown against the year it was derived from.Check the ratios5 × 4 yearsEvery figure by yearAll 5 measures Okredo tracks across 4 reported years, exactly as filed.Open the table
Employees
Headcount as reported to Companies House for 2021–2024.
| Year | Employees | Change |
|---|---|---|
| 2024 | 5 | +1 |
| 2023 | 4 | 0 |
| 2022 | 4 | +1 |
| 2021 | 3 | – |
Reported employee count increased from 3 in 2021 to 5 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.
- Company potential
- Risk indicators
- Past performance
- Future prospects
Officers
5Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 12/04/2010–12/04/2010 | 29012 | |
| Director | 20/05/2024–Present | 21 | |
| Director | 12/04/2010–31/10/2012 | 2 | |
| Director | 01/08/2013–20/05/2024 | 2 | |
| Director | 12/04/2010–22/05/2024 | 2 |
Persons with significant control
5Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 12/04/2017–30/04/2024 | 2 | |
| 12/04/2017–Present | 2 | |
| 12/04/2017–Present | 2 | |
| 12/04/2017–30/04/2024 | 2 | |
| 30/04/2024–Present | 0 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 15 Since 13/06/2023
- Last 12 months
- 2 -3 vs the year before
- Most recent filing
- 31/07/2026 1 month ago
What changed in the last year
- Confirmation statementLatest 31/07/2026
- Accounts filedLatest 31/03/2026
Filing timeline
- 31/07/2026View PDF (4 pages)
Confirmation statement made on 2026-07-30 with updates
- 31/03/2026View PDF (20 pages)
Accounts for a medium company made up to 2025-06-30
- 04/08/2025View PDF (4 pages)
Confirmation statement made on 2025-07-30 with updates
- 31/03/2025View PDF (21 pages)
Accounts for a medium company made up to 2024-06-30
- 26/01/2025View PDF (1 pages)
Cessation of Elizabeth Mary Pratt as a person with significant control on 2024-04-30
- 26/01/2025View PDF (1 pages)
Cessation of Kevin William Pratt as a person with significant control on 2024-04-30
- 26/01/2025View PDF (2 pages)
Notification of Marygold & Co. (Uk) Limited as a person with significant control on 2024-04-30
- 04/09/2024View PDF (5 pages)
Confirmation statement made on 2024-07-30 with updates
- 03/09/2024View PDF (2 pages)
Director's details changed for Mr Matthew Barnet Parden on 2024-09-03
- 22/05/2024View PDF (1 pages)
Termination of appointment of Kevin William Pratt as a director on 2024-05-22
- 20/05/2024View PDF (1 pages)
Termination of appointment of Elizabeth Mary Pratt as a director on 2024-05-20
- 20/05/2024View PDF (1 pages)
Current accounting period extended from 2024-04-30 to 2024-06-30
Showing 12 of 15 filings
See when the next accounts and confirmation statement are due
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584 UK companies are similar to STEP-BY-STEP FINANCIAL PLANNERS LIMITED, sharing the same company status (Active), the same industry sector and activity group (Financial intermediation not elsewhere classified) 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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- Activity
- Activities of other holding companies n.e.c.
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- 02/11/1998
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SG&F FINANCE LIMITED
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- Activity
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SHORADE UK LIMITED
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About STEP-BY-STEP FINANCIAL PLANNERS LIMITED
A short description of the company, written from its Companies House record.
STEP-BY-STEP FINANCIAL PLANNERS LIMITED is a private limited company registered in the United Kingdom, based in The Loft Wade Lane Farm, Wade Lane Hill Ridware, Rugeley, Staffordshire WS15 3RE. Companies House classifies its business as Financial intermediation not elsewhere classified. It has been on the register for 16 years 5 months.
The register currently records it as active. Its 2024 accounts report net assets of £207.40K and 5 employees. Its accounts are past the filing deadline shown on the registry record.
STEP-BY-STEP FINANCIAL PLANNERS LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does STEP-BY-STEP FINANCIAL PLANNERS LIMITED do?
Companies House records STEP-BY-STEP FINANCIAL PLANNERS LIMITED under one registered business activity: Financial intermediation not elsewhere classified (64.99/9 - SIC 2007).
Is STEP-BY-STEP FINANCIAL PLANNERS LIMITED still active?
STEP-BY-STEP FINANCIAL PLANNERS LIMITED is recorded as active on the Companies House register, and has been on it since 12/04/2010.
What are STEP-BY-STEP FINANCIAL PLANNERS LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2024 and report net assets of £207.40K, total assets of £266.59K, cash in bank of £213.56K and total liabilities of £58.24K.
When did STEP-BY-STEP FINANCIAL PLANNERS LIMITED last file with Companies House?
The most recent document on the record is dated 31/07/2026: Confirmation statement made on 2026-07-30 with updates, 1 month ago.
When are STEP-BY-STEP FINANCIAL PLANNERS LIMITED's next filings due?
On the current registry record, accounts are due by 31/03/2026, which has passed.
Who runs STEP-BY-STEP FINANCIAL PLANNERS LIMITED?
Companies House lists 5 officers (1 currently in post) and 5 people with significant control (3 current).