JULIA WILLIAMS FINANCIAL PLANNING LTD
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Next accounts due
2026-09-30 (in 4mo)
Last filed for 2024-12-31
Confirmation statement due
2027-05-08 (in 1y)
Last made up 2026-04-24
Watchouts
None on the register
Cash
£43K
Latest balance sheet
Net assets
£21K
Equity attributable
Employees
5
Average over period
Profit before tax
—
Period ending 2023-08-31
Cash
2-year trend · vs Financials median
Accounts
2-year trend · latest reflected 2023-08-31
Latest accounts filed cover 2024-12-31; financial figures currently reflect up to 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 the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers
Audit & accounting basis
- 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 and subsidiary information is drawn from the narrative of the latest annual accounts. 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 |
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
FY2022 → FY2023 · period ending 2023-08-31 vs 2022-04-24