£21k
+9038%vs Aug 2024Active12136772Private limited companyBristol
4 FINANCIAL PLANNING LTD
Significant control: Ian Stuart Else (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From public filings as at 31 Aug 2026; may contain errors or be out of date.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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What does 4 Financial Planning Ltd sell?
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
4 FINANCIAL PLANNING LTD is an active private limited company (company number 12136772) incorporated on 2 August 2019, registered in Bristol. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest micro accounts cover the period ending 31 August 2025, showing net assets of £21k, 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 rose 9038% on the prior period (£227).
Peer position · net assets
By net assets it sits in the upper half of 354 comparable companies in Bristol (median £11k, upper quartile £107k).
02
Ownership and control
- Mr Ian Stuart Else
- owns 75–100% of shares
- Ms Charlotte Joanne Morrison
- 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
- 2 August 20197 yrs ago
- Next accounts due
- 31 May 2027in 217 days
- Confirmation statement due
- 16 August 2027in 294 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
2
+100%vs Aug 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 August 2025 | £21k | — | — | £14k | — | — | 2 |
| 31 August 2024 | £227 | — | — | £16k | — | — | 1 |
Current ratio2.43Current 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 £20,743 at 31 August 2025
- Net assets up 10% or more on the prior period+9037.9% vs prior period
- Current assets at least 1.5× creditors within one yearCurrent ratio 2.43
- Incorporated five or more years agoIncorporated 2 August 2019
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 294 days
- Next accounts duein 217 days
- Accounts period endNet assets £21k · micro accounts
- Accounts period endNet assets £227 · micro accounts
- Incorporated
08
Similar companies in Bristol
- FORD MARITAGE CONSULTING LIMITEDBristol · inc. Aug 2019
- SEVERNSIDE FINANCIAL PLANNING LTDBristol · inc. Jul 2019
- LUCID PRIVATE FINANCE LIMITEDBristol · inc. Aug 2019
- FS4U LTDBristol · inc. Aug 2019
- ATLANTICA WEALTH ADMINISTRATION LTDCastle Cary · inc. Sept 2019
- CLEEVE FINANCIAL PLANNING LIMITEDBristol · inc. Jun 2019
All companies incorporated on 2 August 2019 · in Aug 2019.
09
Reminders for 4 FINANCIAL PLANNING LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.