£6,107
−45%vs Jun 2024Active09378889Private limited companyBristol
PLAN FINANCIAL LIMITED
Significant control: Michelle Annette Raison (25–50%), Craig Matthew Raison (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From public filings as at 31 Aug 2026; may contain errors or be out of date.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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Registered activity: Activities auxiliary to financial intermediation n.e.c. (SIC 66190). We’re building product and service lists for UK companies. Get this one when it’s ready.
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01
Summary
PLAN FINANCIAL LIMITED is an active private limited company (company number 09378889) incorporated on 8 January 2015, registered in Bristol. Its registered activity is activities auxiliary to financial intermediation n.e.c. (SIC 66190). Latest micro accounts cover the period ending 30 June 2025, showing net assets of £6,107, with 2 employees on average. As micro-entity accounts, no profit and loss account is filed, so turnover and profit are not public. Net assets fell 45% on the prior period (£11k).
Peer position · net assets
By net assets it sits in the lower half of 97 comparable companies in Bristol (median £10k, upper quartile £65k).
02
Ownership and control
- Mrs Michelle Annette Raison
- owns 25–50% of shares
- Mr Craig Matthew Raison
- owns 25–50% 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
- 8 January 201511 yrs ago
- Next accounts due
- 30 March 2027in 158 days
- Confirmation statement due
- 22 January 2027in 91 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 66190
- Activities auxiliary to financial intermediation n.e.c.
- Accounts type
- Micro Entity
- Size band
- MicroCompanies Act thresholds
05
Financials
Not reported
Not disclosed
2
No changevs Jun 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 30 June 2025 | £6,107 | — | — | — | — | — | 2 |
| 30 June 2024 | £11k | — | — | — | — | — | 2 |
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 £6,107 at 30 June 2025
- Net assets down 25% or more on the prior period-45.1% vs prior period
- Incorporated five or more years agoIncorporated 8 January 2015
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 158 days
- Confirmation statement duein 91 days
- Accounts period endNet assets £6,107 · micro accounts
- Accounts period endNet assets £11k · micro accounts
- Incorporated
08
Similar companies in Bristol
- DMS MORTGAGE LIMITEDBath · inc. Nov 2014
- GIRI KONDRU IFA LIMITEDClevedon · inc. Feb 2015
- AJF DAVIES LIMITEDBristol · inc. Nov 2014
- TRIPLE A ADVICE LTDBristol · inc. Jul 2015
- PARADIGM NORTON HOLDINGS LIMITEDBristol · inc. Jun 2014
- NOVIA GLOBAL LIMITEDBath · inc. May 2014
All companies incorporated on 8 January 2015 · in Jan 2015.
09
Reminders for PLAN FINANCIAL LIMITED
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.