£536k
+964%vs Feb 2024Active10012883Private limited companyPlymouth
TRUE WEALTH PLANNING SOLUTIONS LIMITED
Significant control: Succession Group 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From public filings as at 31 Aug 2026; may contain errors or be out of date.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: Activities of financial services holding companies (SIC 64205). We’re building product and service lists for UK companies. Get this one when it’s ready.
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01
Summary
TRUE WEALTH PLANNING SOLUTIONS LIMITED is an active private limited company (company number 10012883) incorporated on 18 February 2016, registered in Plymouth. Its registered activity is activities of financial services holding companies (SIC 64205). Latest small accounts cover the period ending 29 October 2024, showing net assets of £536k and cash of £245k, with 47 employees on average. Net assets rose 964% on the prior period (£50k).
Peer position · net assets
By net assets it sits in the top quarter of 430 comparable companies in Other (median £321, upper quartile £72k).
02
Ownership and control
- Succession Group Limited
- owns 75–100% of shares
- holds 75–100% of voting rights
- can appoint or remove directors
- Mr John Baxter
- owns 25–50% of shares
- holds 25–50% of voting rights
- Mr Timothy Peter Crew
- 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
- 18 February 201610 yrs ago
- Next accounts due
- 29 July 202691 days overdue
- Confirmation statement due
- 4 March 2027in 127 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 64205
- Activities of financial services holding companies
- Accounts type
- Total Exemption Full
- Size band
- SmallCompanies Act thresholds
05
Financials
£245k
+237%vs Feb 2024Not reported
47
+2%vs Feb 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 29 October 2024 | £536k | £245k | £577k | — | — | — | 47 |
| 29 February 2024 | £50k | £73k | £484k | — | — | — | 46 |
Cash per employee£5,205Cash ÷ 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 £535,593 at 29 October 2024
- Net assets up 10% or more on the prior period+964.2% vs prior period
- Cash at bank of £50,000 or moreCash £244,649
- Incorporated five or more years agoIncorporated 18 February 2016
- Accounts past their due dateDue 29 July 2026
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
- Confirmation statement duein 127 days
- Next accounts due91 days overdue
- Accounts period endNet assets £536k · small accounts
- Accounts period endNet assets £50k · small accounts
- Incorporated
08
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- THE PENSION DRAWDOWN HOLDINGS COMPANY LIMITEDTorquay · inc. Jan 2016
- DIRECT LINK ACCOUNTANCY LTDExeter · inc. Jan 2016
- J I CAMERON LIMITEDLincoln · inc. Mar 2016
- QUANTCIRCLE LIMITEDKington · inc. Apr 2016
All companies incorporated on 18 February 2016 · in Feb 2016.
09
Reminders for TRUE WEALTH PLANNING SOLUTIONS LIMITED
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.