PARAGON FINANCIAL PLANNING LTD
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Next accounts due
2026-12-31 (in 7mo)
Last filed for 2025-03-31
Confirmation statement due
2026-10-23 (in 5mo)
Last made up 2025-10-09
Watchouts
None on the register
Cash
£14K
+0.7% vs 2024
Net assets
£15K
-11.8% lowest in 4 filed years
Employees
2
0% vs 2024
Profit before tax
-£2K
+15.5% vs 2024
Name history
Renamed 2 times since incorporation
- PARAGON FINANCIAL PLANNING LTD 2018-04-25 → present
- PARAGON INDEPENDENT FINANCIAL SOLUTIONS LIMITED 2004-11-11 → 2018-04-25
- PARAGON FINANCIAL SOLUTIONS LIMITED 2003-10-14 → 2004-11-11
Net assets
4-year trend · vs Financials median
Accounts
4-year trend · latest reflected 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 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 | 2019-10-31 | 2021-04-30 | 2024-03-31 | 2025-03-31 |
|---|---|---|---|---|---|
| Operating margin | — | — | -267.7% | -823.2% | |
| Return on capital employed | — | — | -13.9% | -13.3% |
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)
- 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 and subsidiary information is drawn from the narrative of the latest annual accounts. 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 |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 2
- Capital events
- 0
- Officers appointed
- 0
- Officers resigned
- 0
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 2025-03-31 vs 2024-03-31
-
Turnover
-72.5%
£877 £241
-
Cash
+0.7%
£14,043 £14,135
-
Net assets
-11.8%
£16,872 £14,888
lowest in 4 filed years
-
Employees
0%
2 2
-
Operating profit
+15.5%
-£2,348 -£1,984
-
Profit before tax
+15.5%
-£2,348 -£1,984
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