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Next accounts due

2026-09-30 (in 4mo)

Last filed for 2024-12-31

Confirmation statement due

2026-06-10 (in 1mo)

Last made up 2025-05-27

Watchouts

1 item

Watchouts

Facts from the Companies House register and the latest accounts — not a rating

Accounts

Audit & accounting basis

Accounting basis
FRS 101
Reporting scope
Standalone (parent only)
Abridged
Yes — abridged accounts (limited disclosure)
Auditor
PricewaterhouseCoopers LLP
Audit opinion
Unqualified (clean)
Going concern
Affirmed

“The use of the going concern basis of accounting is considered appropriate, reflecting the commitment of the Company's ultimate parent company, Quilter plc, to provide continued capital support to the Company for at least the three years to 31 December 2027. In light of the above there are no material uncertainties, related events or conditions that may cast significant doubt over the ability of the Company to meet its liabilities as they fall due, for at least 12 months from the date of approving these financial statements.”

Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers

People

3 active · 17 resigned

Name Role Appointed Born Nationality
QUILTER COSEC SERVICES LIMITED Corporate Secretary 2019-10-03
GAZARD, Stephen Charles Director 2020-07-03 Jul 1976 British
GEARD, Stuart James Director 2024-07-01 May 1974 British,South African
Show 17 resigned officers
Name Role Appointed Resigned
GRIGG, Paivi Katriina Secretary 2003-06-11 2008-06-09
ROSS, Mark Stuart Secretary 2008-06-09 2014-03-31
CARGIL MANAGEMENT SERVICES LIMITED Corporate Secretary 2003-06-11 2003-06-11
BARNARD, Lee Roy Director 2012-08-10 2020-06-17
CLARKE, Steve Director 2005-03-31 2008-06-09
DEAN, Mitchell Director 2020-07-03 2024-06-30
EVANS, Mark Russell Director 2015-05-13 2017-03-31
GAZE, Valerie Elizabeth Director 2003-06-11 2004-12-31
GOLDSMITH, Matthew Frazer Director 2003-06-17 2004-03-31
GRIGG, Paivi Katriina Director 2003-06-11 2009-01-31
HARRIS, Paul Director 2005-03-31 2015-03-19
ROSENGREN, Allan Director 2008-06-09 2011-10-03
SHARKEY, Darren William John Director 2019-10-03 2020-07-03
SMITH, Peter James Director 2008-06-09 2022-04-01
STREATFIELD, Malcolm John Director 2003-06-11 2019-09-16
THOMPSON, Andrew Bernard Director 2019-10-03 2020-06-30
LEA YEAT LIMITED Corporate Director 2003-06-11 2003-06-11

Ownership

Persons with significant control

Name Kind Nature of control Notified Status
Quilter Financial Planning Limited Corporate entity Shares 75–100%, Voting 75–100%, Appoints directors 2025-11-12 Active
Lighthouse Group Limited Corporate entity Shares 75–100%, Voting 75–100%, Appoints directors 2016-06-30 Ceased 2025-11-12

Filing timeline

Last 20 of 113 total filings

Date Type Category Description
2025-11-13 PSC07 persons-with-significant-control Cessation of a person with significant control PDF
2025-11-13 PSC02 persons-with-significant-control Notification of a person with significant control PDF
2025-07-28 AA accounts Accounts with accounts type full
2025-05-27 CS01 confirmation-statement Confirmation statement with no updates PDF
2024-09-02 AA accounts Accounts with accounts type full
2024-07-11 AP01 officers Appoint person director company with name date PDF
2024-07-11 TM01 officers Termination director company with name termination date PDF
2024-06-03 CS01 confirmation-statement Confirmation statement with no updates PDF
2023-10-09 CH01 officers Change person director company with change date PDF
2023-08-22 AA accounts Accounts with accounts type full
2023-06-05 CS01 confirmation-statement Confirmation statement with no updates PDF
2022-10-01 AA accounts Accounts with accounts type full
2022-05-27 CS01 confirmation-statement Confirmation statement with updates PDF
2022-04-01 TM01 officers Termination director company with name termination date PDF
2021-10-08 AA accounts Accounts with accounts type full
2021-06-02 CS01 confirmation-statement Confirmation statement with no updates PDF
2021-03-01 PSC05 persons-with-significant-control Change to a person with significant control without name date PDF
2021-02-26 AD01 address Change registered office address company with date old address new address PDF
2021-02-26 PSC05 persons-with-significant-control Change to a person with significant control PDF
2021-02-25 PSC05 persons-with-significant-control Change to a person with significant control PDF

Public-record activity

Raw counts from Companies House — last 12–24 months

Filings
4

last 12 months

Capital events
0

last 24 months

Officers appointed
0

last 12 months

Officers resigned
0

last 12 months

Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.

Year-on-year

Latest filed period vs the prior one

No year-on-year comparison available — needs at least two filed periods with shared line items.

Official Companies House page