£228k
−50%vs Mar 2025Active04939170Private limited companyWiltshire
BOURLET FINANCIAL PLANNING LIMITED
Significant control: Bourlet Holdings Limited (75–100%)
From public filings as at 31 Aug 2026; may contain errors or be out of date.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
BOURLET FINANCIAL PLANNING LIMITED is an active private limited company (company number 04939170) incorporated on 21 October 2003, registered in Wiltshire. 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 £228k and cash of £192k, with 13 employees on average. Net assets fell 50% on the prior period (£456k). Across the last 3 periods on record the net-asset trend is volatile.
Peer position · net assets
By net assets it sits in the top quarter of 2,831 comparable companies in Other (median £11k, upper quartile £75k).
02
Ownership and control
- Bourlet Holdings Limited
- owns 75–100% of shares
- holds 75–100% of voting rights
- can appoint or remove directors
- Mr Roger Murray Bourlet
- owns 25–50% of shares
- holds 25–50% of voting rights
- Mrs Michelle Ruth Bourlet
- owns 25–50% of shares
- holds 25–50% of voting rights
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
- 21 October 200323 yrs ago
- Next accounts due
- 31 December 2027in 431 days
- Confirmation statement due
- 4 November 2026in 9 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
- Accounts type
- Total Exemption Full
- Size band
- MicroCompanies Act thresholds
05
Financials
£192k
−59%vs Mar 2025Not reported
13
+8%vs Mar 2025| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 March 2026 | £228k | £192k | £171k | £151k | — | — | 13 |
| 31 March 2025 | £456k | £467k | £177k | £202k | — | — | 12 |
| 31 March 2024 | £291k | £292k | £168k | £180k | — | — | 10 |
Current ratio2.4Current assets ÷ creditors within one year
Cash per employee£15kCash ÷ 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 £227,785 at 31 March 2026
- Net assets down 25% or more on the prior period-50.0% vs prior period
- Current assets at least 1.5× creditors within one yearCurrent ratio 2.4
- Cash at bank of £50,000 or moreCash £191,723
- Three or more accounting periods on record3 periods on record
- Incorporated five or more years agoIncorporated 21 October 2003
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 431 days
- Confirmation statement duein 9 days
- Accounts period endNet assets £228k · small accounts
- Accounts period endNet assets £456k · small accounts
- Accounts period endNet assets £291k · small accounts
- Incorporated
08
Similar companies in the UK
- CHANCERY HOUSE FINANCE LIMITEDTaunton · inc. Oct 2003
- BASTOW & CO LIMITEDYork · inc. Oct 2003
- RENEWABLE POWER LIMITEDWellington · inc. Oct 2003
- BANKRUPTCY ADVISORY SERVICE LIMITEDKnaresborough · inc. Oct 2003
- FINANCE 21 LIMITEDWorcester · inc. Oct 2003
- SHARPSHORE LIMITEDWeymouth · inc. Oct 2003
All companies incorporated on 21 October 2003 · in Oct 2003.
09
Reminders for BOURLET FINANCIAL PLANNING LIMITED
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