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Next accounts due

2026-09-30 (in 4mo)

Last filed for 2024-12-31

Confirmation statement due

2026-09-13 (in 4mo)

Last made up 2025-08-30

Watchouts

1 item

Watchouts

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

Accounts

Audit & accounting basis

Accounting basis
IFRS
Reporting scope
Standalone (parent only)
Auditor
Deloitte LLP
Audit opinion
Unqualified (clean)
Going concern
Affirmed

“The directors have, at the time of approving the financial statements, a reasonable expectation that the Company has adequate resources to continue in operational existence for the foreseeable future and that the Company is able to meet liabilities when they fall due for at least the next 12-month period. In forming their view, the directors have considered the Company's prospects for a period of at least 12 months from the date of approving the financial statements. As a result, the directors continue to adopt the going concern basis of accounting in preparing the financial statements.”

Significant events

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

People

3 active · 13 resigned

Name Role Appointed Born Nationality
JOHNSON, Ali Secretary 2016-05-01
APLIN, Simon Paul Director 2023-04-25 Dec 1981 British
TOWNER, Phil Director 2026-03-13 Mar 1962 British
Show 13 resigned officers
Name Role Appointed Resigned
LOADER, Richard Edwin Secretary 2015-12-31 2016-04-30
BUCKLEY, Ian Michael Director 2012-10-04 2018-04-30
EDWARDS, Helen Jane Director 2010-09-09 2015-12-31
EDWARDS, Roger Paul Director 2010-09-09 2019-12-10
ELLIS, Simon Charles Director 2020-04-21 2024-02-08
HORSLER, Steven Director 2016-04-11 2020-09-11
HOWELL, Philip Luard Director 2016-04-11 2019-05-09
JONES, Paul Colin Director 2024-01-19 2025-12-18
KING, Zoe Margaret Director 2019-12-10 2026-03-18
OWEN-JONES, Sarah Director 2016-04-11 2023-04-25
SWEATON, Paul Andrew Director 2010-09-09 2025-10-03
SWEATON, Tahnya Helen Director 2010-09-09 2015-12-31
WEBB, Michael Mark Director 2016-04-11 2023-09-29

Ownership

Persons with significant control

Name Kind Nature of control Notified Status
Vision Independent Financial Planning Limited Corporate entity Shares 75–100%, Voting 75–100%, Appoints directors 2017-12-18 Active
Rathbone Brothers Plc Corporate entity Shares 75–100% 2016-04-06 Ceased 2017-12-18

Filing timeline

Last 20 of 70 total filings

Date Type Category Description
2026-03-24 TM01 officers Termination director company with name termination date PDF
2026-03-24 AP01 officers Appoint person director company with name date PDF
2026-03-05 TM01 officers Termination director company with name termination date PDF
2025-12-19 TM01 officers Termination director company with name termination date PDF
2025-09-10 CS01 confirmation-statement Confirmation statement with no updates PDF
2025-07-11 AA accounts Accounts with accounts type full
2024-09-02 CS01 confirmation-statement Confirmation statement with no updates PDF
2024-05-20 AA accounts Accounts with accounts type full
2024-02-21 TM01 officers Termination director company with name termination date PDF
2024-01-23 AP01 officers Appoint person director company with name date PDF
2023-10-03 TM01 officers Termination director company with name termination date PDF
2023-08-30 CS01 confirmation-statement Confirmation statement with no updates PDF
2023-08-09 AP01 officers Appoint person director company with name date PDF
2023-06-22 TM01 officers Termination director company with name termination date PDF
2023-06-05 AA accounts Accounts with accounts type full
2023-02-08 AP01 officers Appoint person director company with name date PDF
2022-09-11 CS01 confirmation-statement Confirmation statement with no updates PDF
2022-06-15 AA accounts Accounts with accounts type full
2021-09-01 CS01 confirmation-statement Confirmation statement with no updates PDF
2021-05-25 AA accounts Accounts with accounts type full

Public-record activity

Raw counts from Companies House — last 12–24 months

Filings
6

last 12 months

Capital events
0

last 24 months

Officers appointed
1

last 12 months

Officers resigned
3

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