£212k
−10%vs Apr 2025Active10728858Private limited companyUlverston
LIGHTHOUSE FINANCIAL PLANNING LTD
Significant control: Jeremy Fisher (25–50%), Lisa Bennett (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From public filings as at 31 Aug 2026; may contain errors or be out of date.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: Financial intermediation not elsewhere classified (SIC 64999). We’re building product and service lists for UK companies. Get this one when it’s ready.
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01
Summary
LIGHTHOUSE FINANCIAL PLANNING LTD is an active private limited company (company number 10728858) incorporated on 19 April 2017, registered in Ulverston. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest micro accounts cover the period ending 30 April 2026, showing net assets of £212k, with 9 employees on average. As micro-entity accounts, no profit and loss account is filed, so turnover and profit are not public. Net assets fell 10% on the prior period (£236k). Across the last 3 periods on record the net-asset trend is falling.
Peer position · net assets
By net assets it sits in the top quarter of 321 comparable companies in Lancashire (median £11k, upper quartile £81k).
02
Ownership and control
- Mr Jeremy Fisher
- owns 25–50% of shares
- holds 25–50% of voting rights
- Mrs Lisa Bennett
- 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
- 19 April 20179 yrs ago
- Next accounts due
- 30 January 2028in 461 days
- Confirmation statement due
- 3 May 2027in 189 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 64999
- Financial intermediation not elsewhere classified
- Accounts type
- Micro Entity
- Size band
- MicroCompanies Act thresholds
05
Financials
Not reported
Not disclosed
9
+13%vs Apr 2025| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 30 April 2026 | £212k | — | — | £85k | — | — | 9 |
| 30 April 2025 | £236k | — | — | £50k | — | — | 8 |
| 30 April 2024 | £242k | — | — | £110k | — | — | 8 |
Current ratio3.39Current assets ÷ creditors within one year
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 £212,322 at 30 April 2026
- Current assets at least 1.5× creditors within one yearCurrent ratio 3.39
- Three or more accounting periods on record3 periods on record
- Incorporated five or more years agoIncorporated 19 April 2017
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 461 days
- Confirmation statement duein 189 days
- Accounts period endNet assets £212k · micro accounts
- Accounts period endNet assets £236k · micro accounts
- Accounts period endNet assets £242k · micro accounts
- Incorporated
08
Similar companies in Lancashire
- FRESH MONEY LIMITEDBlackpool · inc. May 2017
- OAKSTONE FINANCIAL LTDPreston · inc. Mar 2017
- CHAMELEON FINANCIAL PLANNING LIMITEDThornton-Cleveleys · inc. May 2017
- RDBFSH LIMITEDKendal · inc. May 2017
- ANDERTON FINANCIAL PLANNING LTDDarwen · inc. Jun 2017
- A & N FINANCIAL MANAGEMENT LIMITEDBlackpool · inc. Jul 2017
All companies incorporated on 19 April 2017 · in Apr 2017.
09
Reminders for LIGHTHOUSE FINANCIAL PLANNING LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.