SKYBOUND FINANCIAL PLANNING LIMITED
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Next accounts due
2027-09-30 (in 1y)
Last filed for 2025-12-31
Confirmation statement due
2026-11-06 (in 6mo)
Last made up 2025-10-23
Watchouts
Cash
£326K
-10.4% lowest in 4 filed years
Net assets
£1M
-27.7% lowest in 4 filed years
Employees
31
-3.1% lowest in 4 filed years
Profit before tax
£487K
+62.4% highest in 4 filed years
Watchouts
Facts from the Companies House register and the latest accounts — not a rating
-
3 officer resignations in last 12 months
Multiple officers have left the board recently — see the People section for who.
-
1 PSC ceased in last 24 months
Significant control changed hands — see the Ownership section.
Name history
Renamed 3 times since incorporation
- SKYBOUND FINANCIAL PLANNING LIMITED 2022-04-08 → present
- THE LEGAL BROKERAGE LIMITED 1999-06-01 → 2022-04-08
- ARGYLE NEWTON LIMITED 1996-05-13 → 1999-06-01
- CAPITAL RETURN LIMITED 1995-10-23 → 1996-05-13
Net assets
5-year trend · vs Financials median
Accounts
5-year trend · latest reflected 2025-12-31
| Metric | Trend | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 |
|---|---|---|---|---|---|---|
| Turnover | — | £3,156,281 | £2,882,287 | £2,907,402 | £2,929,687 | |
| Operating profit | — | £353,827 | £299,094 | £294,599 | £482,376 | |
| Profit before tax | — | £354,830 | £305,142 | £299,871 | £486,891 | |
| Net profit | — | £343,864 | £233,877 | £183,686 | £349,024 | |
| Cash | — | £361,808 | £456,666 | £363,895 | £325,936 | |
| Total assets less current liabilities | — | £1,510,331 | £2,225,553 | £1,837,460 | £1,308,819 | |
| Net assets | — | £1,392,382 | £2,026,259 | £1,809,845 | £1,308,819 | |
| Equity | £1,048,518 | £1,392,382 | £2,026,259 | £1,809,845 | £1,308,819 | |
| Average employees | — | 32 | 32 | 32 | 31 | |
| Wages | — | £1,549,422 | £1,753,766 | £1,683,996 | £1,671,565 |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 |
|---|---|---|---|---|---|---|
| Operating margin | — | 11.2% | 10.4% | 10.1% | 16.5% | |
| Net margin | — | 10.9% | 8.1% | 6.3% | 11.9% | |
| Return on capital employed | — | 23.4% | 13.4% | 16.0% | 36.9% | |
| Current ratio | — | — | — | 3.12x | 2.10x | |
| Interest cover | — | — | — | — | 134.78x |
Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.
Audit & accounting basis
- Accounting basis
- FRS 102
- Reporting scope
- Standalone (parent only)
- Auditor
- Cooper Parry Group Limited
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“The financial statements have been prepared on a going concern basis. The directors have reviewed and considered relevant information, including the annual budget and future cash flows in making their assessment. The directors have concluded that they can continue to adopt the going concern basis in preparing the annual report and accounts.”
Significant events
- “Subsequent to year-end, the immediate parent undertaking entered into a sale and purchase agreement for Saltus Financial Planning Limited to acquire the full Ordinary Shares in the company.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
2 active · 14 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| EDWARDS, Jason | Director | 2026-02-27 | Mar 1974 | British |
| UNDERWOOD, Daniel Robert | Director | 2026-02-27 | May 1983 | British |
Show 14 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| THORPE, John Richard | Secretary | 1995-10-27 | 1999-07-01 |
| THORPE, Louise Dympna | Secretary | 1999-07-01 | 2022-03-31 |
| SOBELL RHODES REGISTRARS LIMITED | Corporate Secretary | 1995-10-23 | 1995-10-27 |
| BOTHA, George Lyon | Director | 2020-07-31 | 2022-03-31 |
| COLEY, Ian Trevor | Director | 2000-11-21 | 2004-03-16 |
| FIELDING, Jane Margaret | Director | 1995-10-23 | 1995-10-27 |
| GRIBBLE, Clifford Julian | Director | 2009-10-01 | 2026-02-27 |
| MAGEE, Rennie | Director | 2000-01-01 | 2000-10-31 |
| SARDHARWALLA, Jabir | Director | 2020-07-31 | 2026-02-27 |
| THORPE, John Richard | Director | 1995-10-27 | 2022-03-31 |
| THORPE, Louise Dympna | Director | 2014-05-19 | 2020-07-30 |
| WARREN, Clifford Young | Director | 2020-07-31 | 2022-03-31 |
| WARREN, Joshua Claude | Director | 2022-03-31 | 2022-08-31 |
| WHEILDON, David James | Director | 1995-10-27 | 2026-02-27 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Saltus Financial Planning Limited | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors | 2026-02-27 | Active |
| Skybound Partners Limited | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors | 2020-07-31 | Ceased 2026-02-27 |
| Mr David James Wheildon | Individual | Shares 25–50% | 2016-04-06 | Ceased 2020-07-31 |
Filing timeline
Last 20 of 139 total filings
Material constitutional events — rename, articles re-file, resolution
- 2026-03-11 RESOLUTIONS Resolution
- 2026-03-11 MA Memorandum articles
- 2026-03-11 RESOLUTIONS Resolution
- 2026-03-06 CC04 Statement of companys objects
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-03-12 | AP01 | officers | Appoint person director company with name date | |
| 2026-03-11 | RESOLUTIONS | resolution | Resolution | |
| 2026-03-11 | SH08 | capital | Capital name of class of shares | |
| 2026-03-11 | SH10 | capital | Capital variation of rights attached to shares | |
| 2026-03-11 | MA | incorporation | Memorandum articles | |
| 2026-03-11 | RESOLUTIONS | resolution | Resolution | |
| 2026-03-06 | CC04 | change-of-constitution | Statement of companys objects | |
| 2026-03-06 | AA | accounts | Accounts with accounts type full | |
| 2026-03-03 | TM01 | officers | Termination director company with name termination date | |
| 2026-03-03 | TM01 | officers | Termination director company with name termination date | |
| 2026-03-03 | TM01 | officers | Termination director company with name termination date | |
| 2026-03-03 | AP01 | officers | Appoint person director company with name date | |
| 2026-03-03 | AD01 | address | Change registered office address company with date old address new address | |
| 2026-03-03 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2026-03-03 | PSC02 | persons-with-significant-control | Notification of a person with significant control | |
| 2026-01-24 | RP01CS01 | confirmation-statement | Replacement filing of confirmation statement with made up date | |
| 2025-10-23 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-07-23 | AA | accounts | Accounts with accounts type full | |
| 2025-03-27 | RP04SH01 | capital | Second filing capital allotment shares | |
| 2024-11-08 | CS01 | confirmation-statement | Confirmation statement with no updates |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 18
- Capital events
- 3
- Officers appointed
- 2
- Officers resigned
- 3
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.
Year-on-year
FY2024 → FY2025 · period ending 2025-12-31 vs 2024-12-31
-
Turnover
+0.8%
£2,907,402 £2,929,687
-
Cash
-10.4%
£363,895 £325,936
lowest in 4 filed years
-
Net assets
-27.7%
£1,809,845 £1,308,819
lowest in 4 filed years
-
Employees
-3.1%
32 31
lowest in 4 filed years
-
Operating profit
+63.7%
£294,599 £482,376
highest in 4 filed years
-
Profit before tax
+62.4%
£299,871 £486,891
highest in 4 filed years
-
Wages
-0.7%
£1,683,996 £1,671,565
Each % is (latest − prior) ÷ |prior| for the line item as filed. Periods don't have to be exactly 12 months apart — a long or short period (typical around incorporation or year-end changes) will distort the comparison. Lines a company doesn't report are omitted. About these numbers