UK Companies House feature
PARAGON FINANCIAL PLANNING LTD
Cash
£14K
+0.7% vs 2024
Net assets
£15K
-11.8% vs 2024
Employees
2
0% vs 2024
Profit before tax
-£2K
+15.5% vs 2024
Profile
- Company number
- 04930866
- Status
- Active
- Incorporation
- 2003-10-14
- Last accounts made up
- 2025-03-31
- Account category
- FULL
- Primary SIC
- 64999
- Hubs
- UK Fintech
Net assets
4-year trend · vs UK Fintech median
Accounts
4-year trend · latest 2025-03-31
| Metric | Trend | 2019-10-31 | 2021-04-30 | 2024-03-31 | 2025-03-31 |
|---|---|---|---|---|---|
| Turnover | — | — | £877 | £241 | |
| Operating profit | — | — | -£2,348 | -£1,984 | |
| Profit before tax | — | — | -£2,348 | -£1,984 | |
| Net profit | — | — | — | — | |
| Cash | — | — | £14,043 | £14,135 | |
| Total assets less current liabilities | £40,575 | £36,484 | £16,872 | £14,888 | |
| Net assets | £20,312 | £16,484 | £16,872 | £14,888 | |
| Equity | £20,312 | £16,484 | £16,872 | £14,888 | |
| Average employees | 4 | 4 | 2 | 2 | |
| Wages | — | — | — | — |
Values shown as filed in iXBRL accounts. — indicates the figure was not present in the extracted filing (either not filed under that concept or absent from the period). About these numbers
Audit & accounting basis
From AI-extracted PDF accounts
- Accounting basis
- FRS 102
- Reporting scope
- Standalone (parent only)
- Abridged
- Yes — abridged accounts (limited disclosure)
- Auditor
- Bishop Fleming Audit Limited
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“The directors have concluded that the financial statements should be prepared on a going concem basis. The directors have assessed this basis with reference to external factors and deemed it to be reasonable.”
Significant events
- “In March 2024 the Group had voluntarily agreed with the FCA to abstain from accepting new business, whilst it consolidates recent acquisitions and embeds essential business oversight functions with our new client management framework designed to enhance client service. The Requirement Notice is available on the FCA Register.”
- “The FCA also required that a Skilled Persons Review was commissioned and the resulting report identified areas where the payment of redress to clients may be appropriate. The total group provision representing the estimated amount of redress payable at 31 March 2025 amounts to £13,106,203 including interest but net of recoverable VAT. Of this sum £nil is attributable to this company.”
Auditor / going-concern / subsidiary information is extracted from the PDF version of the latest annual accounts and is not tagged in iXBRL. About these numbers
People
2 active · 5 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| REYNOLDS, Gary Derek | Director | 2021-06-09 | May 1957 | British |
| SHEPPERD, James Stewart | Director | 2021-06-09 | Feb 1966 | British |
Show 5 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| STANLEY, Margaret | Secretary | 2003-10-14 | 2021-06-09 |
| DUPORT SECRETARY LIMITED | Corporate Nominee Secretary | 2003-10-14 | 2003-10-14 |
| PARMAR, Minesh | Director | 2012-03-01 | 2021-06-09 |
| STANLEY, Barry Victor, Dr | Director | 2003-10-14 | 2021-06-09 |
| DUPORT DIRECTOR LIMITED | Corporate Nominee Director | 2003-10-14 | 2003-10-14 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Courtiers Group Holdings Limited | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors | 2021-06-09 | Active |
| Dr Barry Stanley | Individual | Shares 25–50% | 2016-04-06 | Ceased 2021-06-09 |
| Mr Minesh Parmar | Individual | Shares 25–50% | 2016-04-06 | Ceased 2021-06-09 |
Filing timeline
Last 20 of 70 total filings
| Date | Type | Category | Description |
|---|---|---|---|
| 2026-03-31 | AA | accounts | accounts with accounts type full |
| 2025-10-09 | CS01 | confirmation-statement | confirmation statement with no updates |
| 2025-01-03 | AA | accounts | accounts with accounts type full |
| 2024-10-09 | CS01 | confirmation-statement | confirmation statement with no updates |
| 2023-10-11 | CS01 | confirmation-statement | confirmation statement with no updates |
| 2023-08-15 | AA | accounts | accounts with accounts type full |
| 2023-01-06 | AA | accounts | accounts with accounts type full |
| 2022-10-12 | CS01 | confirmation-statement | confirmation statement with no updates |
| 2021-10-14 | CS01 | confirmation-statement | confirmation statement with updates |
| 2021-10-13 | AA01 | accounts | change account reference date company current shortened |
| 2021-06-24 | AA | accounts | accounts with accounts type micro entity |
| 2021-06-14 | PSC07 | persons-with-significant-control | cessation of a person with significant control |
| 2021-06-14 | AP01 | officers | appoint person director company with name date |
| 2021-06-14 | PSC07 | persons-with-significant-control | cessation of a person with significant control |
| 2021-06-14 | PSC02 | persons-with-significant-control | notification of a person with significant control |
| 2021-06-14 | AP01 | officers | appoint person director company with name date |
| 2021-06-14 | AD01 | address | change registered office address company with date old address new address |
| 2021-06-14 | TM01 | officers | termination director company with name termination date |
| 2021-06-14 | TM01 | officers | termination director company with name termination date |
| 2021-06-14 | TM02 | officers | termination secretary company with name termination date |
Credit score
Altman Z″ — composite of working capital, retained earnings, EBIT, and leverage
Activity Score
Filings velocity, capital events, officer churn, accounts trajectory