£269k
+24%vs Mar 2025Active02061670Private limited companyBrentwood
ABACUS WEALTH PLANNING LTD.
Significant control: Adrian Pope (25–50%), Paul Stephen Moisey (50–75%)
From public filings as at 31 Aug 2026; may contain errors or be out of date. Verify at Companies House · Terms
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Registered activity: Financial intermediation not elsewhere classified (SIC 64999). We’re building product and service lists for UK companies. Get this one when it’s ready.
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01
Summary
ABACUS WEALTH PLANNING LTD. is an active private limited company (company number 02061670) incorporated on 6 October 1986, registered in Brentwood. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest small accounts cover the period ending 31 March 2026, showing net assets of £269k and cash of £136k, with 7 employees on average. Net assets rose 24% on the prior period (£217k). Across the last 3 periods on record the net-asset trend is rising.
Peer position · net assets
By net assets it sits in the top quarter of 638 comparable companies in Essex (median £8,016, upper quartile £62k).
02
Ownership and control
- Mr Adrian Pope
- owns 25–50% of shares
- Mr Paul Stephen Moisey
- owns 50–75% of shares
- holds 50–75% of voting rights
- Mrs Joan Marion Moisey
- owns 50–75% of shares
Persons with significant control hold 25% or more of shares or voting rights. Smaller shareholdings are only listed in confirmation-statement documents. Directors and secretaries: see the officers list at Companies House.
03
Key dates
- Incorporated
- 6 October 198640 yrs ago
- Next accounts due
- 31 December 2027in 433 days
- Confirmation statement due
- 20 October 2027in 361 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 64999
- Financial intermediation not elsewhere classified
- SIC 65110
- Life insurance
- SIC 65300
- Pension funding
- Accounts type
- Total Exemption Full
- Size band
- MicroCompanies Act thresholds
05
Financials
£136k
+48%vs Mar 2025Not reported
7
−22%vs Mar 2025| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 March 2026 | £269k | £136k | £39k | — | — | — | 7 |
| 31 March 2025 | £217k | £92k | £49k | — | — | — | 9 |
| 31 March 2024 | £186k | £60k | £49k | — | — | — | 8 |
Cash per employee£19kCash ÷ average employees
Figures as filed in iXBRL accounts at Companies House. "—" means the line was not reported in that filing.
06
Filing and accounts signals
- Net assets above zeroNet assets £268,751 at 31 March 2026
- Net assets up 10% or more on the prior period+23.7% vs prior period
- Cash at bank of £50,000 or moreCash £135,518
- Three or more accounting periods on record3 periods on record
- Incorporated five or more years agoIncorporated 6 October 1986
Neutral facts read from the register and filed accounts, each with its evidence. They are not a rating, a prediction or advice, and may be incomplete or out of date. How each signal is derived.
07
Timeline
- Next accounts duein 433 days
- Confirmation statement duein 361 days
- Accounts period endNet assets £269k · small accounts
- Accounts period endNet assets £217k · small accounts
- Accounts period endNet assets £186k · small accounts
- Incorporated
08
Similar companies in Essex
- FIRST DATA EUROPE LIMITEDBasildon · inc. Apr 1986
- FDR U.K. LIMITEDBasildon · inc. May 1987
- BRANHURST FINANCE LIMITEDRayleigh · inc. Oct 1987
- LONDON LAW & LAND LIMITEDRochford · inc. Oct 1987
- CORPORATE ASSOCIATES LIMITEDColchester · inc. Dec 1987
- STONEBRIDGE GENUS LIMITEDBasildon · inc. May 1988
All companies incorporated on 6 October 1986 · in Oct 1986.
09
Reminders for ABACUS WEALTH PLANNING LTD.
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