DUNE FINANCIAL PLANNING LIMITED
Significant control: Dune Financial 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From public filings as at 31 Aug 2026; may contain errors or be out of date.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
Watch this company
Get an email when Companies House records a change for Dune Financial Planning Limited: status, filings, accounts, officers or owners. Free.
Not live yet: alerts start by 15 December 2026. We store your email and this company number only, for these alerts. If alerts don’t launch, we tell you and delete your address. Privacy
What does Dune Financial Planning Limited sell?
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.
Summary
DUNE FINANCIAL PLANNING LIMITED is an active private limited company (company number 08121664) incorporated on 27 June 2012, registered in Leeds. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest small accounts cover the period ending 31 August 2025, showing net assets of £139k and cash of £59k, with 5 employees on average. Net assets rose 3% on the prior period (£136k). Across the last 3 periods on record the net-asset trend is flat.
By net assets it sits in the top quarter of 530 comparable companies in Leeds (median £6,387, upper quartile £82k).
Ownership and control
- Dune Financial Holdings Limited
- owns 75–100% of shares
- holds 75–100% of voting rights
- Mr John Anthony Gittins
- has significant influence or control
- Mr Peter Richard Watson
- has significant influence or control
- Mr Christopher Moat
- has significant influence or control
- Simpson Millar Llp
- owns 75–100% of shares
- holds 75–100% of voting rights
- can appoint or remove directors
- Mr David Edward Spencer Broadbent
- has significant influence or control
- Mr James Peter Mann
- has significant influence or control
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.
Key dates
- Incorporated
- 27 June 201214 yrs ago
- Next accounts due
- 31 May 2027in 214 days
- Confirmation statement due
- 11 July 2027in 255 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
Activity
- SIC 64999
- Financial intermediation not elsewhere classified
- Accounts type
- Total Exemption Full
- Size band
- MicroCompanies Act thresholds
Financials
| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 August 2025 | £139k | £59k | £185k | £161k | — | — | 5 |
| 31 August 2024 | £136k | £34k | £196k | £167k | — | — | 5 |
| 31 August 2023 | £133k | £56k | £207k | £132k | — | — | 5 |
Figures as filed in iXBRL accounts at Companies House. "—" means the line was not reported in that filing.
Filing and accounts signals
- Net assets above zeroNet assets £139,445 at 31 August 2025
- Current assets at least 1.5× creditors within one yearCurrent ratio 1.52
- Cash at bank of £50,000 or moreCash £59,008
- Three or more accounting periods on record3 periods on record
- Incorporated five or more years agoIncorporated 27 June 2012
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.
Timeline
- Confirmation statement duein 255 days
- Next accounts duein 214 days
- Accounts period endNet assets £139k · small accounts
- Accounts period endNet assets £136k · small accounts
- Accounts period endNet assets £133k · small accounts
- Incorporated
Similar companies in Leeds
- TOOT INVESTMENTS LIMITEDHuddersfield · inc. Jun 2012
- COMPACT FINANCIAL SOLUTIONS LTDBradford · inc. Jun 2012
- OMAR FINANCE LIMITEDLeeds · inc. Jun 2012
- GECKO FINANCE LIMITEDWakefield · inc. Jul 2012
- NORTHERN EAGLES PARTNERSHIP LIMITEDHuddersfield · inc. Jul 2012
- JWH CONSULTANCY LTDTadcaster · inc. May 2012
All companies incorporated on 27 June 2012 · in Jun 2012.
Reminders for DUNE FINANCIAL PLANNING LIMITED
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.