Annual accounts
Micro Entity accounts
29/01/2027Filing deadline
Made up to 29/10/2024Due 29/01/2027
- Next accounts made up to
- 29/04/2026
- Last accounts made up to
- 29/10/2024
TAG FINANCIAL PLANNING LIMITED
Active- 10846528Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- The Apex Brest Road Derriford Business Park, Derriford, Plymouth PL6 5FL
- Classification (SIC)
- Financial intermediation not elsewhere classified (64.99/9 - 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
- 09/09/2026View PDF (2 pages)
Notification of Succession Group Ltd as a person with significant control on 2026-09-09
- 09/09/2026View PDF (1 pages)
Cessation of True Wealth Planning Solutions Limited as a person with significant control on 2026-09-09
- 16/08/2026View PDF (3 pages)
Audit exemption statement of guarantee by parent company for period ending 29/04/26
- 16/08/2026View PDF (340 pages)
Consolidated accounts of parent company for subsidiary company period ending 29/04/26
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.
On schedule
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 11/10/2026
- Last statement dated
- 29/10/2024
Financial performance
The latest figures TAG FINANCIAL PLANNING LIMITED filed. Okredo holds filed accounts data for 2021–2024; the year-by-year record is on the financials page.
Net Assets
£3.47K2024
21.02%vs 20232023: £2.87K
Total Assets
£206.27K2024
-0.43%vs 20232023: £207.17K
Total Liabilities
£202.80K2024
-0.73%vs 20232023: £204.30K
Employees
32024
0vs 20232023: 3
Of the 3 measures with an earlier filing to compare against, 1 rose and 2 fell. Total liabilities moved furthest, down 0.73% on 2023. See the full financial analysis for TAG FINANCIAL PLANNING LIMITED.
The full financial record
Four ways through TAG FINANCIAL PLANNING LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · -80.2% 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 moved4 chartsCharts by indicator4 filed indicators plotted year by year, 2021–2024.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 × 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 | 3 | 0 |
| 2023 | 3 | 0 |
| 2022 | 3 | 0 |
| 2021 | 3 | – |
Reported employee count was unchanged at 3 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
8Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Corporate Secretary | 30/10/2024–Present | 367 | |
| Director | 30/10/2024–Present | 42 | |
| Director | 03/07/2017–30/11/2018 | 51 | |
| Director | 30/11/2018–30/10/2024 | 20 | |
| Director | 03/07/2017–30/10/2024 | 8 | |
| Director | 30/10/2024–31/03/2026 | 40 | |
| Director | 30/11/2018–30/10/2024 | 20 | |
| Director | 31/03/2026–Present | 9 |
Persons with significant control
1Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 11/10/2018–Present | 0 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 32 Since 28/10/2022
- Last 12 months
- 9 -6 vs the year before
- Most recent filing
- 09/09/2026 less than a month ago
What changed in the last year
- Officer changes (4)Latest 09/09/2026
- Confirmation statementLatest 21/10/2025
Filing timeline
- 09/09/2026View PDF (2 pages)
Notification of Succession Group Ltd as a person with significant control on 2026-09-09
- 09/09/2026View PDF (1 pages)
Cessation of True Wealth Planning Solutions Limited as a person with significant control on 2026-09-09
- 16/08/2026View PDF (3 pages)
Audit exemption statement of guarantee by parent company for period ending 29/04/26
- 16/08/2026View PDF (340 pages)
Consolidated accounts of parent company for subsidiary company period ending 29/04/26
- 16/08/2026View PDF (1 pages)
Notice of agreement to exemption from audit of accounts for period ending 29/04/26
- 20/04/2026View PDF (2 pages)
Appointment of Adrian Webb as a director on 2026-03-31
- 20/04/2026View PDF (1 pages)
Termination of appointment of Susan Marie Puddephatt as a director on 2026-03-31
- 17/12/2025View PDF (1 pages)
Current accounting period extended from 2025-10-29 to 2026-04-29
- 21/10/2025View PDF (5 pages)
Confirmation statement made on 2025-10-11 with updates
- 27/08/2025View PDF (5 pages)
Micro company accounts made up to 2024-10-29
- 01/07/2025View PDF (2 pages)
Change of details for True Wealth Planning Solutions Limited as a person with significant control on 2025-07-01
- 01/07/2025View PDF (1 pages)
Registered office address changed from Stonyroyd House 8 Cumberland Road Leeds LS6 2EF England to The Apex Brest Road Derriford Business Park Derriford Plymouth PL6 5FL on 2025-07-01
Showing 12 of 32 filings
See when the next accounts and confirmation statement are due
Similar companies
1,448 UK companies are similar to TAG FINANCIAL PLANNING 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.
RENDLESHAM PARK PROPERTIES LIMITED
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- Activity
- Activities of other holding companies n.e.c.
- Company no.
- 03393310
- Incorporated
- 26/06/1997
- Employees
- 4
WELL ABLE LIMITED
ActiveLindum House Beels Road, Stallingborough, Grimsby DN41 8DN
- Activity
- Activities of other holding companies n.e.c.
- Company no.
- 11625794
- Incorporated
- 16/10/2018
- Employees
- 3
MICHELINS PROPERTIES LIMITED
Active88 North Street, Hornchurch RM11 1SR
- Activity
- Activities of other holding companies n.e.c.
- Company no.
- 08735994
- Incorporated
- 17/10/2013
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MORTIGO LTD
ActiveSunley House, 4 Bedford Park, 318, Third Floor, Croydon, Surrey CR0 2AP
- Activity
- Activities of mortgage finance companies
- Company no.
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- Incorporated
- 02/10/2020
- Employees
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DRAKE MEMORIAL PARK HOLDINGS LIMITED
Active66 London Road, St. Albans, Hertfordshire AL1 1NW
- Activity
- Activities of other holding companies n.e.c.
- Company no.
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- Incorporated
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- Employees
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About TAG FINANCIAL PLANNING LIMITED
A short description of the company, written from its Companies House record.
TAG FINANCIAL PLANNING LIMITED is a private limited company registered in the United Kingdom, based in The Apex Brest Road Derriford Business Park, Derriford, Plymouth PL6 5FL. Companies House classifies its business as Financial intermediation not elsewhere classified. It has been on the register for 9 years 2 months.
The register currently records it as active. Its 2024 accounts report net assets of £3.47K and 3 employees.
TAG FINANCIAL PLANNING LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does TAG FINANCIAL PLANNING LIMITED do?
Companies House records TAG FINANCIAL PLANNING LIMITED under one registered business activity: Financial intermediation not elsewhere classified (64.99/9 - SIC 2007).
Is TAG FINANCIAL PLANNING LIMITED still active?
TAG FINANCIAL PLANNING LIMITED is recorded as active on the Companies House register, and has been on it since 03/07/2017.
What are TAG FINANCIAL PLANNING LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2024 and report net assets of £3.47K, total assets of £206.27K and total liabilities of £202.80K.
When did TAG FINANCIAL PLANNING LIMITED last file with Companies House?
The most recent document on the record is dated 09/09/2026: Notification of Succession Group Ltd as a person with significant control on 2026-09-09, less than a month ago.
When are TAG FINANCIAL PLANNING LIMITED's next filings due?
On the current registry record, accounts are due by 29/01/2027.
Who runs TAG FINANCIAL PLANNING LIMITED?
Companies House lists 8 officers (3 currently in post) and 1 person with significant control.