Annual accounts
Micro Entity 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
SW FINANCIAL PLANNING LIMITED
Active- 03462625Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- Kingsley Close Kingsley Close, Lee Mill Industrial Estate, Ivybridge, Devon PL21 9GD
- Classification (SIC)
- Activities auxiliary to financial intermediation n.e.c. (66.19 - 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
- 31/03/2026View PDF (5 pages)
Micro company accounts made up to 2025-06-30
- 07/11/2025View PDF (3 pages)
Confirmation statement made on 2025-11-07 with no updates
- 31/03/2025View PDF (5 pages)
Micro company accounts made up to 2024-06-30
- 07/11/2024View PDF (3 pages)
Confirmation statement made on 2024-11-07 with no 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.
178 days overdue
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 07/11/2026
- Last statement dated
- 30/06/2024
Financial performance
The latest figures SW FINANCIAL PLANNING LIMITED filed. Okredo holds filed accounts data for 2021–2024; the year-by-year record is on the financials page.
Net Assets
£129.88K2024
1.00%vs 20232023: £128.59K
Total Assets
£338.53K2024
19.45%vs 20232023: £283.41K
Cash in Bank
£7.63K2021
First reported yearTotal Liabilities
£208.65K2024
34.76%vs 20232023: £154.82K
Employees
62024
0vs 20232023: 6
Of the 3 measures with an earlier filing to compare against, 3 rose. Total assets moved furthest, up 19.45% on 2023. See the full financial analysis for SW FINANCIAL PLANNING LIMITED.
The full financial record
Four ways through SW FINANCIAL PLANNING LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +1.6% 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 figures4 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 | 6 | 0 |
| 2023 | 6 | 0 |
| 2022 | 6 | 0 |
| 2021 | 6 | – |
Reported employee count was unchanged at 6 between 2021 and 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
7Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Nominee Secretary | 06/11/1997–06/11/1997 | 2135 | |
| Director | 06/11/1997–26/02/1998 | 5 | |
| Director | 07/11/1997–Present | 12 | |
| Director | 25/02/1998–14/06/2001 | 3 | |
| Director | 01/07/2019–Present | 7 | |
| Director | 14/06/2001–06/11/2011 | 1 | |
| Secretary | 07/11/1997–07/11/2024 | 0 |
Persons with significant control
3Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 06/04/2016–Present | 12 | |
| 30/06/2023–Present | 0 | |
| 30/06/2023–Present | 2 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 14 Since 18/11/2022
- Last 12 months
- 2 -3 vs the year before
- Most recent filing
- 31/03/2026 5 months ago
What changed in the last year
- Accounts filedLatest 31/03/2026
- Confirmation statementLatest 07/11/2025
Filing timeline
- 31/03/2026View PDF (5 pages)
Micro company accounts made up to 2025-06-30
- 07/11/2025View PDF (3 pages)
Confirmation statement made on 2025-11-07 with no updates
- 31/03/2025View PDF (5 pages)
Micro company accounts made up to 2024-06-30
- 07/11/2024View PDF (3 pages)
Confirmation statement made on 2024-11-07 with no updates
- 07/11/2024View PDF (1 pages)
Termination of appointment of Eric John Cowsill as a secretary on 2024-11-07
- 07/11/2024View PDF (2 pages)
Director's details changed for Mr Eric John Cowsill on 2024-11-07
- 07/11/2024View PDF (2 pages)
Director's details changed for Mr Robert Simon Cowsill on 2024-11-07
- 28/03/2024View PDF (5 pages)
Micro company accounts made up to 2023-06-30
- 08/11/2023View PDF (4 pages)
Confirmation statement made on 2023-11-07 with updates
- 19/07/2023View PDF (3 pages)
Certificate of change of name
- 06/07/2023View PDF (2 pages)
Notification of Sw Law & Finance Limited as a person with significant control on 2023-06-30
- 04/07/2023View PDF (2 pages)
Notification of Sw Law & Finance as a person with significant control on 2023-06-30
Showing 12 of 14 filings
See when the next accounts and confirmation statement are due
Similar companies
221 UK companies are similar to SW 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.
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
- 6
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.
- 03783537
- Incorporated
- 07/06/1999
- Employees
- 6
About SW FINANCIAL PLANNING LIMITED
A short description of the company, written from its Companies House record.
SW FINANCIAL PLANNING LIMITED is a private limited company registered in the United Kingdom, based in Kingsley Close Kingsley Close, Lee Mill Industrial Estate, Ivybridge, Devon PL21 9GD. Companies House classifies its business as Activities auxiliary to financial intermediation n.e.c.. It has been on the register for 28 years 10 months.
The register currently records it as active. Its 2024 accounts report net assets of £129.88K and 6 employees. Its accounts are past the filing deadline shown on the registry record.
SW FINANCIAL PLANNING LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does SW FINANCIAL PLANNING LIMITED do?
Companies House records SW FINANCIAL PLANNING LIMITED under one registered business activity: Activities auxiliary to financial intermediation n.e.c. (66.19 - SIC 2007).
Is SW FINANCIAL PLANNING LIMITED still active?
SW FINANCIAL PLANNING LIMITED is recorded as active on the Companies House register, and has been on it since 07/11/1997.
What are SW FINANCIAL PLANNING LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2024 and report net assets of £129.88K, total assets of £338.53K, cash in bank of £7.63K and total liabilities of £208.65K.
When did SW FINANCIAL PLANNING LIMITED last file with Companies House?
The most recent document on the record is dated 31/03/2026: Micro company accounts made up to 2025-06-30, 5 months ago.
When are SW FINANCIAL PLANNING LIMITED's next filings due?
On the current registry record, accounts are due by 31/03/2026, which has passed.
Who runs SW FINANCIAL PLANNING LIMITED?
Companies House lists 7 officers (2 currently in post) and 3 people with significant control.