UK Companies House feature
UNITY FINANCIAL PLANNING LIMITED
Cash
—
Latest balance sheet
Net assets
£286K
+98.1% vs 2019
Employees
7
0% vs 2019
Profit before tax
—
Period ending 2020-09-30
Profile
- Company number
- 08457525
- Status
- Active
- Incorporation
- 2013-03-22
- Last accounts made up
- 2024-12-31
- Account category
- FULL
- Primary SIC
- 64999
- Hubs
- UK Fintech
Accounts
2-year trend · latest 2020-09-30
| Metric | Trend | 2019-09-30 | 2020-09-30 |
|---|---|---|---|
| Turnover | — | — | |
| Operating profit | — | — | |
| Profit before tax | — | — | |
| Net profit | — | — | |
| Cash | — | — | |
| Total assets less current liabilities | £144,298 | £285,807 | |
| Net assets | — | — | |
| Equity | £144,298 | £285,807 | |
| Average employees | 7 | 7 | |
| 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 101
- Reporting scope
- Standalone (parent only)
- Auditor
- Deloitte LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Material uncertainty disclosed
“A decision has been made by the Directors to novate the Company's business activities to its fellow subsidiary company, Wealth Solutions (UK) Ltd. It is the intention of the directors that the company will become dormant by the end of June 2025. For this reason, the financial statements have been prepared on a basis other than that of a going concern. No material accounting adjustments have arisen as a result of ceasing to apply the going concern basis.”
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 · 3 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| BAYLIE, Daniel Thomas | Director | 2023-12-12 | Mar 1989 | British |
| REDHEAD, Simon Mark | Director | 2021-06-01 | Feb 1973 | British |
Show 3 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| FORSYTH, Timothy Paul | Director | 2021-06-01 | 2024-04-04 |
| PRITCHARD, Julie Tina | Director | 2013-03-22 | 2021-06-01 |
| PRITCHARD, Mark Alan | Director | 2013-04-30 | 2024-05-31 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Wealth Solutions Holdings Limited | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors | 2021-09-01 | Active |
| Mr Mark Alan Pritchard | Individual | Shares 25–50%, Voting 25–50% | 2017-03-22 | Ceased 2021-09-01 |
| Mrs Julie Tina Pritchard | Individual | Shares 25–50%, Voting 25–50% | 2017-03-22 | Ceased 2021-09-01 |
Filing timeline
Last 20 of 50 total filings
| Date | Type | Category | Description |
|---|---|---|---|
| 2026-03-24 | CS01 | confirmation-statement | confirmation statement with no updates |
| 2025-09-24 | AA | accounts | accounts with accounts type full |
| 2025-07-29 | CH01 | officers | change person director company with change date |
| 2025-05-27 | AD01 | address | change registered office address company with date old address new address |
| 2025-03-28 | CS01 | confirmation-statement | confirmation statement with no updates |
| 2024-10-07 | AA | accounts | accounts with accounts type full |
| 2024-06-03 | TM01 | officers | termination director company with name termination date |
| 2024-04-12 | TM01 | officers | termination director company with name termination date |
| 2024-04-02 | CS01 | confirmation-statement | confirmation statement with no updates |
| 2023-12-13 | AP01 | officers | appoint person director company with name date |
| 2023-10-05 | AA | accounts | accounts with accounts type full |
| 2023-03-24 | CS01 | confirmation-statement | confirmation statement with no updates |
| 2022-10-07 | AA | accounts | accounts with accounts type full |
| 2022-03-31 | CS01 | confirmation-statement | confirmation statement with updates |
| 2021-09-02 | PSC02 | persons-with-significant-control | notification of a person with significant control |
| 2021-09-02 | PSC07 | persons-with-significant-control | cessation of a person with significant control |
| 2021-09-02 | PSC07 | persons-with-significant-control | cessation of a person with significant control |
| 2021-08-24 | AA01 | accounts | change account reference date company current extended |
| 2021-07-14 | MA | incorporation | memorandum articles |
| 2021-07-14 | RESOLUTIONS | resolution | resolution |
Credit score
Altman Z″ — composite of working capital, retained earnings, EBIT, and leverage
Activity Score
Filings velocity, capital events, officer churn, accounts trajectory