£54k
−12%vs Jun 2024Active12011992Private limited companyRotherham
PROACTIVE WEALTH PLANNING LTD
From public filings as at 31 Aug 2026; may contain errors or be out of date. Verify at Companies House · Terms
01
Summary
PROACTIVE WEALTH PLANNING LTD is an active private limited company (company number 12011992) incorporated on 22 May 2019, registered in Rotherham. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest micro accounts cover the period ending 30 September 2025, showing net assets of £54k, with 1 employee on average. As micro-entity accounts, no profit and loss account is filed, so turnover and profit are not public. Net assets fell 12% on the prior period (£61k).
Peer position · net assets
By net assets it sits in the top quarter of 378 comparable companies in Sheffield (median £6,367, upper quartile £46k).
02
Key dates
- Incorporated
- 22 May 20197 yrs ago
- Next accounts due
- 30 June 2027in 251 days
- Confirmation statement due
- 5 June 2027in 226 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
03
Activity
- SIC 64999
- Financial intermediation not elsewhere classified
- Accounts type
- Micro Entity
- Size band
- MicroCompanies Act thresholds
04
Financials
Not reported
Not disclosed
1
No changevs Jun 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 30 September 2025 | £54k | — | — | — | — | — | 1 |
| 30 June 2024 | £61k | — | — | — | — | — | 1 |
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.
05
Filing and accounts signals
- Positive net assetsNet assets £54,281 at 2025-09-30
- Incorporated five or more years agoIncorporated 2019-05-22 (7 years)
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 They are not a rating, a prediction or advice, and may be incomplete or out of date.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.
06
Ownership and control
- Louise Michelle Phipps
- owns 75–100% of shares
Persons with significant control hold 25% or more of shares or voting rights. Smaller shareholdings are only listed in confirmation-statement documents.
07
Timeline
- Next accounts duein 251 days
- Confirmation statement duein 226 days
- Accounts period endNet assets £54k · micro accounts
- Accounts period endNet assets £61k · micro accounts
- Incorporated
08
Similar companies in Sheffield
- SUON FIDUCIARY LIMITEDChesterfield · inc. Jun 2019
- FRANCE FINANCIAL LTDRotherham · inc. Jun 2019
- SMART BUSINESS FINANCE LIMITEDChesterfield · inc. Apr 2019
- COLIN CHADBURN FINANCIAL PLANNING LTDBarnsley · inc. Apr 2019
- REGENT STREET COMMERCIAL BROKERS LTDBarnsley · inc. Apr 2019
- TURNERS FINANCE LTDGainsborough · inc. Jul 2019
All companies incorporated on 22 May 2019 · in May 2019.
09
Reminders for PROACTIVE WEALTH PLANNING LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.