UK Companies House feature
JULIA WILLIAMS FINANCIAL PLANNING LTD
Cash
£43K
Latest balance sheet
Net assets
£21K
Equity attributable
Employees
5
Average over period
Profit before tax
—
Period ending 2023-08-31
Profile
- Company number
- SC730411
- Status
- Active
- Incorporation
- 2022-04-25
- Last accounts made up
- 2024-12-31
- Account category
- FULL
- Primary SIC
- 64999
- Hubs
- UK Fintech
Cash
2-year trend · vs UK Fintech median
Accounts
2-year trend · latest 2023-08-31
| Metric | Trend | 2022-04-24 | 2023-08-31 |
|---|---|---|---|
| Turnover | — | — | |
| Operating profit | — | — | |
| Profit before tax | — | — | |
| Net profit | — | — | |
| Cash | — | £43,393 | |
| Total assets less current liabilities | — | £20,967 | |
| Net assets | — | — | |
| Equity | — | £20,967 | |
| Average employees | — | 5 | |
| 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)
- Abridged
- Yes — abridged accounts (limited disclosure)
- 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 financial resources to continue to trade for at least 12 months from the date of this report and consequently, have continued to adopt the going concern basis of accounting in preparing the financial statements.”
Significant events
- “On 30 November 2023, the shareholders completed the sale of 100% of the issued share capital of Julia Williams Financial Planning Ltd to CM Bidco Limited.”
- “During the period, the accounting reference date was changed to 31 December which resulted in the current period being a 16 month period ending 31 December 2024.”
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
3 active · 1 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| DAVIDSON, Ross William | Director | 2023-11-30 | Dec 1973 | British |
| LOCK, Euan Halliday | Director | 2024-06-12 | Aug 1982 | British |
| MCCONACHIE, David Alexander | Director | 2023-11-30 | Aug 1963 | British |
Show 1 resigned officer
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| WILLIAMS, Julia Barclay | Director | 2022-04-25 | 2023-11-30 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Cm Bidco Limited | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors | 2023-11-30 | Active |
| Mrs Julia Barclay Williams | Individual | Shares 75–100%, Voting 75–100% | 2022-04-25 | Ceased 2023-11-30 |
Filing timeline
Last 20 of 22 total filings
| Date | Type | Category | Description |
|---|---|---|---|
| 2026-04-24 | CS01 | confirmation-statement | confirmation statement with no updates |
| 2025-09-25 | AA | accounts | accounts with accounts type full |
| 2025-04-29 | CS01 | confirmation-statement | confirmation statement with no updates |
| 2024-12-13 | AA01 | accounts | change account reference date company current extended |
| 2024-06-12 | AP01 | officers | appoint person director company with name date |
| 2024-04-29 | CS01 | confirmation-statement | confirmation statement with updates |
| 2023-12-21 | SH08 | capital | capital name of class of shares |
| 2023-12-21 | SH10 | capital | capital variation of rights attached to shares |
| 2023-12-18 | MA | incorporation | memorandum articles |
| 2023-12-18 | RESOLUTIONS | resolution | resolution |
| 2023-12-07 | PSC02 | persons-with-significant-control | notification of a person with significant control |
| 2023-12-07 | PSC07 | persons-with-significant-control | cessation of a person with significant control |
| 2023-12-07 | TM01 | officers | termination director company with name termination date |
| 2023-12-07 | AP01 | officers | appoint person director company with name date |
| 2023-12-07 | AP01 | officers | appoint person director company with name date |
| 2023-11-29 | AA | accounts | accounts with accounts type total exemption full |
| 2023-04-28 | MA | incorporation | memorandum articles |
| 2023-04-28 | RESOLUTIONS | resolution | resolution |
| 2023-04-28 | SH01 | capital | capital allotment shares |
| 2023-04-24 | CS01 | confirmation-statement | confirmation statement with no updates |
Credit score
Altman Z″ — composite of working capital, retained earnings, EBIT, and leverage
Activity Score
Filings velocity, capital events, officer churn, accounts trajectory