Annual accounts
Micro Entity accounts
31/12/2026Filing deadline
- Next accounts made up to
- 31/03/2026
- Last accounts made up to
- 31/03/2025
Reference data exactly as held at Companies House.
The 4 most recent documents filed at Companies House.
Confirmation statement made on 2026-03-10 with no updates
Certificate of change of name
Micro company accounts made up to 2025-03-31
Change of details for Miss Taylor Jones as a person with significant control on 2024-11-29
What Pre-Score will tell you

The two filings Companies House requires every year, and where each one stands against its deadline today.
Micro Entity accounts
31/12/2026Filing deadline
Confirms the registry record is up to date
The latest figures TAYLORED FINANCIAL PLANNING LTD filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
2024: £30.14K
Total Assets
2024: £48.77K
Total Liabilities
2024: £18.63K
Employees
2024: 2
Of the 3 measures with an earlier filing to compare against, 2 rose and 1 fell. Total liabilities moved furthest, up 157.01% on 2024. See the full financial analysis for TAYLORED FINANCIAL PLANNING LTD.
The full financial record
Four ways through TAYLORED FINANCIAL PLANNING LTD's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Headcount as reported to Companies House for 2021–2025.
| Year | Employees | Change |
|---|---|---|
| 2025 | 1 | -1 |
| 2024 | 2 | -1 |
| 2023 | 3 | 0 |
| 2022 | 3 | 0 |
| 2021 | 3 | – |
Reported employee count decreased from 3 in 2021 to 1 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.
Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 29/11/2019–Present | 6 | |
| Director | 10/03/2005–29/11/2019 | 0 | |
| Director | 20/01/2016–29/11/2019 | 0 | |
| Secretary | 10/03/2005–29/11/2019 | 0 |
Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 29/11/2019–Present | 6 | |
| 01/01/2017–29/11/2019 | 0 | |
| 01/01/2017–29/11/2019 | 0 |
Every document on the Companies House record, newest first.
Confirmation statement made on 2026-03-10 with no updates
Certificate of change of name
Micro company accounts made up to 2025-03-31
Change of details for Miss Taylor Jones as a person with significant control on 2024-11-29
Confirmation statement made on 2025-03-10 with updates
Micro company accounts made up to 2024-03-31
Confirmation statement made on 2024-03-10 with updates
Director's details changed for Miss Taylor Jones on 2023-07-27
Registered office address changed from 22 Gelliwastad Road Pontypridd R C T CF37 2BW to 17 Gelliwastad Road Pontypridd CF37 2BW on 2024-01-29
Change of details for Miss Taylor Jones as a person with significant control on 2023-07-27
Micro company accounts made up to 2023-03-31
Confirmation statement made on 2023-03-10 with updates
See when the next accounts and confirmation statement are due
10 UK companies are similar to TAYLORED FINANCIAL PLANNING LTD, sharing the same company status (Active), the same industry sector and activity group (Life insurance) and a comparable number of employees. The 5 closest matches are shown below to help you compare competitors and industry peers.
Unit A1 Chaucer Business Park, Dittons Road, Polegate, East Sussex BN26 6QH
16 Innovation House Belfast Road, Downpatrick BT30 9UP
Lane Mill, Woolsery, Bideford, Devon EX39 5PZ
Bank House, Market Street, Whaley Bridge, High Peak SK23 7AA
4 Old Market Place, Ripon, North Yorkshire HG4 1EQ
A short description of the company, written from its Companies House record.
TAYLORED FINANCIAL PLANNING LTD is a private limited company registered in the United Kingdom, based in 17 Gelliwastad Road, Pontypridd CF37 2BW. Companies House classifies its business as Life insurance, one of 2 SIC classifications on its record. It has been on the register for 21 years 6 months.
The register currently records it as active. Its 2025 accounts report net assets of £24.74K and 1 employee.
Answered from this company's own registry record and filed figures.
Companies House records TAYLORED FINANCIAL PLANNING LTD under 2 registered business activities: Life insurance (65.11 - SIC 2007) and Other activities auxiliary to insurance and pension funding (66.29 - SIC 2007).
TAYLORED FINANCIAL PLANNING LTD is recorded as active on the Companies House register, and has been on it since 10/03/2005.
The most recent accounts Okredo holds cover 2025 and report net assets of £24.74K, total assets of £72.63K and total liabilities of £47.89K.
The most recent document on the record is dated 12/03/2026: Confirmation statement made on 2026-03-10 with no updates, 6 months ago.
On the current registry record, accounts are due by 31/12/2026.
Companies House lists 4 officers (1 currently in post) and 3 people with significant control (1 current).