FORVIS MAZARS FINANCIAL PLANNING LIMITED
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Next accounts due
2027-05-31 (in 1y)
Last filed for 2025-08-31
Confirmation statement due
2027-03-27 (in 10mo)
Last made up 2026-03-13
Watchouts
None on the register
Cash
£1M
+11.4% highest in 6 filed years
Net assets
£9M
+20.6% highest in 6 filed years
Employees
114
-7.3% vs 2024
Profit before tax
£7M
+30.5% highest in 6 filed years
Name history
Renamed 4 times since incorporation — the current trading name was adopted 2024-05-31
- FORVIS MAZARS FINANCIAL PLANNING LIMITED 2024-05-31 → present
- MAZARS FINANCIAL PLANNING LIMITED 2005-09-01 → 2024-05-31
- MAZARS FINANCIAL SERVICES LIMITED 2002-08-30 → 2005-09-01
- NR FINANCIAL SERVICES LIMITED 1996-05-10 → 2002-08-30
- NEVRUS (668) LIMITED 1996-03-13 → 1996-05-10
Net assets
10-year trend · vs Industrials median
Accounts
10-year trend · latest reflected 2025-08-31
| Metric | Trend | 2020-08-31 | 2020-09-01 | 2021-08-31 | 2021-09-01 | 2022-08-31 | 2022-09-01 | 2023-08-31 | 2023-09-01 | 2024-08-31 | 2025-08-31 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Turnover | £11,103,179 | — | £13,892,585 | — | £15,875,000 | — | £17,634,000 | — | £19,174,000 | £21,609,000 | |
| Operating profit | £1,833,345 | — | £2,730,682 | — | £4,219,000 | — | £4,285,000 | — | £5,681,000 | £7,375,000 | |
| Profit before tax | £1,901,786 | — | £2,730,860 | — | £4,218,000 | — | £4,285,000 | — | £5,681,000 | £7,413,000 | |
| Net profit | £1,552,022 | — | £2,211,110 | — | £3,375,000 | — | £3,403,000 | — | £4,260,000 | £5,566,000 | |
| Cash | £28,251 | — | £26,617 | — | £834,000 | — | £923,000 | — | £987,000 | £1,100,000 | |
| Total assets less current liabilities | £5,419,197 | — | £5,630,307 | — | £7,768,000 | — | £7,828,000 | — | £7,788,000 | £9,309,000 | |
| Net assets | £5,419,197 | — | £5,630,307 | — | £7,205,000 | — | £7,458,000 | — | £7,593,000 | £9,159,000 | |
| Equity | £5,419,197 | £5,419,197 | £5,630,307 | £5,630,000 | £7,205,000 | £7,205,000 | £7,458,000 | £7,458,000 | £7,593,000 | £9,159,000 | |
| Average employees | 91 | — | 84 | — | 104 | — | 129 | — | 123 | 114 | |
| Wages | £4,160,701 | — | £4,470,292 | — | £5,243,000 | — | £6,391,000 | — | £6,657,000 | £6,300,000 |
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 | 2020-08-31 | 2020-09-01 | 2021-08-31 | 2021-09-01 | 2022-08-31 | 2022-09-01 | 2023-08-31 | 2023-09-01 | 2024-08-31 | 2025-08-31 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating margin | 16.5% | — | 19.7% | — | 26.6% | — | 24.3% | — | 29.6% | 34.1% | |
| Net margin | 14.0% | — | 15.9% | — | 21.3% | — | 19.3% | — | 22.2% | 25.8% | |
| Return on capital employed | 33.8% | — | 48.5% | — | 54.3% | — | 54.7% | — | 72.9% | 79.2% | |
| Current ratio | — | — | — | — | — | — | — | — | 2.39x | 1.94x | |
| Interest cover | 5522.12x | — | — | — | 4219.00x | — | — | — | — | — |
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
- Crowe U.K. LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“The directors continue to closely monitor and evaluate the market amid the current economic climate and inflationary pressures. Detailed budgets and cash flow forecasts are prepared in collaboration with the Company's ultimate controlling party, Forvis Mazars LLP, and its subsidiaries for a period of not less than twelve months from the date of authorisation. Performance against targets is regularly reviewed, with forecasts updated to reflect current conditions. The directors are satisfied that the Company has adequate working capital resources and group support to continue in operational existence for the foreseeable future. Having considered the detailed budgets and cash flow forecasts, the directors are satisfied that there are no material uncertainties which would cast significant doubt on the Company's ability to continue as a going concern for the foreseeable future.”
Group structure
- FORVIS MAZARS FINANCIAL PLANNING LIMITED · parent
- Independent Women Limited 100%
Significant events
- “There have been no significant events affecting the company since the year end.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
4 active · 23 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| BAKER, David John | Director | 2017-09-27 | Jul 1979 | British |
| DULEY, Alan | Director | 2020-11-30 | Jan 1968 | British |
| LAIDLAW, Margaret | Director | 2021-11-11 | Oct 1965 | British |
| VAN HORNING, Natalie Dawn | Director | 2025-01-14 | Nov 1982 | British |
Show 23 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| GIBBONS, David Victor | Secretary | 1996-10-01 | 2009-01-19 |
| LAW, Stuart Peter | Nominee Secretary | 1996-03-13 | 1996-10-01 |
| MAZARS COMPANY SECRETARIES LIMITED | Corporate Secretary | 2009-01-19 | 2017-09-27 |
| ADAMS, Derek William | Director | 2002-09-01 | 2009-08-31 |
| BOWEN, David Manery | Director | 2002-09-01 | 2003-10-17 |
| BURGESS, Andrew Colin | Director | 1996-10-01 | 2001-01-24 |
| FRASER, Alistair John | Director | 2008-11-07 | 2019-08-30 |
| GIBBONS, David Victor | Nominee Director | 1996-03-13 | 1996-10-01 |
| GREEN, Andrew Jonathan | Director | 2003-09-25 | 2005-04-26 |
| HOUNSFIELD, Clive Richard | Director | 1996-10-01 | 2002-08-31 |
| HUTCHINSON, Nigel Healy | Director | 2013-02-12 | 2017-09-27 |
| KEMPELL, Simon David | Director | 1996-10-01 | 1997-10-29 |
| MELLOWS, John Stanley | Director | 2001-12-20 | 2002-09-02 |
| OAKES, Robin Geoffrey | Director | 2001-12-20 | 2002-08-31 |
| OLLEY, Lorraine Mary | Director | 2013-02-13 | 2021-09-01 |
| PENTELOW, Lindsay Roy | Director | 2019-12-30 | 2021-04-28 |
| PICKFORD, Ian John | Director | 2003-09-25 | 2025-08-31 |
| PICKFORD, Ian John | Director | 1996-10-01 | 2001-12-20 |
| ROBERTSON, Roderick | Director | 1996-10-01 | 2001-10-24 |
| SCALES, Steven Stanley | Director | 2003-09-25 | 2005-01-31 |
| SMITH, Derek Graham | Director | 1996-10-01 | 2002-05-31 |
| WILLANS, Paul George | Director | 2004-12-23 | 2010-06-01 |
| WILLIAMS, Glyn Mark | Director | 2017-09-27 | 2019-08-31 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Forvis Mazars Services Limited | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors | 2016-04-06 | Active |
Filing timeline
Last 20 of 152 total filings
Material constitutional events — rename, articles re-file, resolution
- 2024-05-31 CERTNM Certificate change of name company PDF
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-04-16 | AA | accounts | Accounts with accounts type full | |
| 2026-03-26 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2026-03-25 | CH01 | officers | Change person director company with change date | |
| 2025-10-10 | PSC05 | persons-with-significant-control | Change to a person with significant control | |
| 2025-10-08 | PSC05 | persons-with-significant-control | Change to a person with significant control without name date | |
| 2025-09-02 | TM01 | officers | Termination director company with name termination date | |
| 2025-04-10 | AA | accounts | Accounts with accounts type full | |
| 2025-03-20 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2025-02-17 | AP01 | officers | Appoint person director company with name date | |
| 2024-06-12 | PSC05 | persons-with-significant-control | Change to a person with significant control | |
| 2024-05-31 | CERTNM | change-of-name | Certificate change of name company | |
| 2024-05-14 | PSC05 | persons-with-significant-control | Change to a person with significant control | |
| 2024-03-26 | AA | accounts | Accounts with accounts type full | |
| 2024-03-19 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2023-09-26 | CH01 | officers | Change person director company with change date | |
| 2023-03-21 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2023-02-10 | AA | accounts | Accounts with accounts type full | |
| 2022-04-27 | AD01 | address | Change registered office address company with date old address new address | |
| 2022-04-26 | PSC05 | persons-with-significant-control | Change to a person with significant control | |
| 2022-03-25 | CS01 | confirmation-statement | Confirmation statement with no updates |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 6
- Capital events
- 0
- Officers appointed
- 0
- Officers resigned
- 1
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 2025-08-31 vs 2024-08-31
-
Turnover
+12.7%
£19,174,000 £21,609,000
highest in 6 filed years
-
Cash
+11.4%
£987,000 £1,100,000
highest in 6 filed years
-
Net assets
+20.6%
£7,593,000 £9,159,000
highest in 6 filed years
-
Employees
-7.3%
123 114
-
Operating profit
+29.8%
£5,681,000 £7,375,000
highest in 6 filed years
-
Profit before tax
+30.5%
£5,681,000 £7,413,000
highest in 6 filed years
-
Wages
-5.4%
£6,657,000 £6,300,000
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