£148k
+3%vs Feb 2025Active08391223Private limited companySutton Coldfield
BEATS FINANCIAL PLANNING LTD
Significant control: Paul Andrew Yates (25–50%), Nicola Jayne Yates (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From public filings as at 31 Aug 2026; may contain errors or be out of date.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
BEATS FINANCIAL PLANNING LTD is an active private limited company (company number 08391223) incorporated on 6 February 2013, registered in Sutton Coldfield. Its registered activity is financial management (SIC 70221). Latest micro accounts cover the period ending 28 February 2026, showing net assets of £148k, with 4 employees on average. As micro-entity accounts, no profit and loss account is filed, so turnover and profit are not public. Net assets rose 3% on the prior period (£144k).
Peer position · net assets
By net assets it sits in the top quarter of 361 comparable companies in Birmingham (median £2,742, upper quartile £30k).
02
Ownership and control
- Mr Paul Andrew Yates
- owns 25–50% of shares
- holds 25–50% of voting rights
- Mrs Nicola Jayne Yates
- 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
- 6 February 201313 yrs ago
- Next accounts due
- 28 November 2027in 396 days
- Confirmation statement due
- 20 February 2027in 115 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 70221
- Financial management
- Accounts type
- Micro Entity
- Size band
- MicroCompanies Act thresholds
05
Financials
Not reported
Not disclosed
4
+33%vs Feb 2025| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 28 February 2026 | £148k | — | — | — | — | — | 4 |
| 28 February 2025 | £144k | — | — | — | — | — | 3 |
Figures as filed in iXBRL accounts at Companies House. "—" means the line was not reported in that filing; micro-entity accounts contain no profit and loss account.
06
Filing and accounts signals
- Net assets above zeroNet assets £147,548 at 28 February 2026
- Incorporated five or more years agoIncorporated 6 February 2013
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 396 days
- Confirmation statement duein 115 days
- Accounts period endNet assets £148k · micro accounts
- Accounts period endNet assets £144k · micro accounts
- Incorporated
08
Similar companies in Birmingham
- FUSE MANAGEMENT LTDBromsgrove · inc. Feb 2013
- PERRAN MAVEN LTDRedditch · inc. Feb 2013
- AZIONE LIMITEDBirmingham · inc. Feb 2013
- SNOW BLUE LIMITEDBirmingham · inc. Jan 2013
- VINCEE CONSULTANCY LTDSutton Coldfield · inc. Mar 2013
- OJL ASSOCIATES LIMITEDWolverhampton · inc. Mar 2013
All companies incorporated on 6 February 2013 · in Feb 2013.
09
Reminders for BEATS FINANCIAL PLANNING LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.