Active10315623Private limited companyBroadstone

SUITABLE LEGACY PLANNING LTD

Significant control: Jonathan Michael Rose (75–100%)

Companies HouseCompanies House

From public filings as at 31 Aug 2026; may contain errors or be out of date.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

Generated from filed data · no estimates

SUITABLE LEGACY PLANNING LTD is an active private limited company (company number 10315623) incorporated on 5 August 2016, registered in Broadstone. Its registered activity is activities auxiliary to financial intermediation n.e.c. (SIC 66190). Latest small accounts cover the period ending 31 August 2025, showing net assets of −£89k and cash of £30k, with 1 employee on average. Net assets rose 24% on the prior period (−£117k). Across the last 3 periods on record the net-asset trend is volatile.

Peer position · net assets

By net assets it sits in the bottom quarter of 871 comparable companies in Other (median £6,312, upper quartile £57k).

02

Ownership and control

1 active
  • Mr Jonathan Michael Rose
    Individual · since 5 August 2016
    • owns 75–100% of shares
    • holds 75–100% of voting rights
    • can appoint or remove directors

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
5 August 201610 yrs ago
Next accounts due
31 May 2027in 219 days
Confirmation statement due
19 August 2027in 299 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.
SIC 66220
Activities of insurance agents and brokers
SIC 69109
Activities of patent and copyright agents; other legal activities n.e.c.
Accounts type
Total Exemption Full
Size band
MicroCompanies Act thresholds
05

Financials

3 periods on record · latest ending 31 August 2025
Net assets
−£89k
vs Aug 2024
Cash at bank
£30k
+248%vs Aug 2024
Turnover
Not reported
Employees
1
No changevs Aug 2024
Net assets
−£89k
Cash at bank
£30k
Average employees
1
Filed accounts by period, newest first
Period endNet assetsCashDebtorsCreditors <1yTurnoverProfitEmployees
31 August 2025−£89k£30k£44k———1
31 August 2024−£117k£8,567£20k———1
31 August 2023−£108k£17k£1,819———1
Cash per employee£30kCash ÷ 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

Facts from the register · no rating
  • Net assets below zeroNet assets £-89,120 at 31 August 2025
  • Net assets up 10% or more on the prior period+23.7% vs prior period
  • Three or more accounting periods on record3 periods on record
  • Incorporated five or more years agoIncorporated 5 August 2016

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

Newest first
  1. Confirmation statement duein 299 days
  2. Next accounts duein 219 days
  3. Accounts period endNet liabilities £89k · small accounts
  4. Accounts period endNet liabilities £117k · small accounts
  5. Accounts period endNet liabilities £108k · small accounts
  6. Incorporated
08

Similar companies in the UK

Same activity (activities auxiliary to financial intermediation n.e.c.), closest in incorporation date
09

Reminders for SUITABLE LEGACY PLANNING LTD

Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.

Source: Companies House register, snapshot 2026-08-31; accounts from the Companies House accounts data product. Open Government Licence v3.0. View on Companies House. Methodology · About · Markdown.