£844k
−9%vs Mar 2025Active07879034Private limited companyBristol
FIVEWAYS FINANCIAL PLANNING LIMITED
Significant control: James Edward Bloodworth (25–50%), Jonathan William Lawson (25–50%)
From public filings as at 31 Aug 2026; may contain errors or be out of date.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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01
Summary
FIVEWAYS FINANCIAL PLANNING LIMITED is an active private limited company (company number 07879034) incorporated on 12 December 2011, registered in Bristol. Its registered activity is administration of financial markets (SIC 66110). Latest small accounts cover the period ending 31 March 2026, showing net assets of £844k and cash of £438k, with 21 employees on average. Net assets fell 9% on the prior period (£931k). 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 723 comparable companies in the UK (median £954, upper quartile £34k).
02
Ownership and control
- Mr James Edward Bloodworth
- owns 25–50% of shares
- holds 25–50% of voting rights
- Mr Jonathan William Lawson
- 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
- 12 December 201114 yrs ago
- Next accounts due
- 31 December 2027in 431 days
- Confirmation statement due
- 26 December 2026in 61 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 66110
- Administration of financial markets
- Accounts type
- Total Exemption Full
- Size band
- SmallCompanies Act thresholds
05
Financials
£438k
−13%vs Mar 2025Not reported
21
+17%vs Mar 2025| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 March 2026 | £844k | £438k | — | — | — | — | 21 |
| 31 March 2025 | £931k | £506k | £372k | — | — | — | 18 |
| 31 March 2024 | £871k | £383k | £387k | — | — | — | 17 |
Cash per employee£21kCash ÷ 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 £844,287 at 31 March 2026
- Cash at bank of £50,000 or moreCash £438,292
- Three or more accounting periods on record3 periods on record
- Incorporated five or more years agoIncorporated 12 December 2011
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 61 days
- Accounts period endNet assets £844k · small accounts
- Accounts period endNet assets £931k · small accounts
- Accounts period endNet assets £871k · small accounts
- Incorporated
08
Similar companies in Bristol
- ARASH CONSULTANCY LTDBristol · inc. Aug 2012
- FLETCHER ALEXANDER BUSINESS SOLUTIONS LTDBristol · inc. Mar 2013
- LN ADVISORY LTDBristol · inc. Jun 2013
- TCCIFA LIMITEDWeston-Super-Mare · inc. May 2010
- KOMO WEALTH LTDBristol · inc. Dec 2013
- A J WAKELY LTDTrowbridge · inc. Jan 2016
All companies incorporated on 12 December 2011 · in Dec 2011.
09
Reminders for FIVEWAYS FINANCIAL PLANNING LIMITED
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.