£387k
+22%vs Mar 2024Active12397756Private limited companyHessle
PROSPERITAS WEALTH PLANNING LTD
Significant control: Claire Marie Davidson (25–50%), Anna Louise Kilby (25–50%)
From public filings as at 31 Aug 2026; may contain errors or be out of date. Verify at Companies House · Terms
Watch this company
Get an email when Companies House records a change for Prosperitas Wealth Planning Ltd: status, filings, accounts, officers or owners. Free.
Not live yet: alerts start by 15 December 2026. We store your email and this company number only, for these alerts. If alerts don’t launch, we tell you and delete your address. Privacy
Coming soon · product and service lists
What does Prosperitas Wealth 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.
One email, only about this. If we don’t launch within 60 days we’ll tell you. Privacy
01
Summary
PROSPERITAS WEALTH PLANNING LTD is an active private limited company (company number 12397756) incorporated on 10 January 2020, registered in Hessle. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest small accounts cover the period ending 31 March 2025, showing net assets of £387k and cash of £61k, with 4 employees on average. Net assets rose 22% on the prior period (£318k).
Peer position · net assets
By net assets it sits in the top quarter of 2,831 comparable companies in Other (median £11k, upper quartile £75k).
02
Ownership and control
- Mrs Claire Marie Davidson
- owns 25–50% of shares
- holds 25–50% of voting rights
- Mrs Anna Louise Kilby
- 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
- 10 January 20206 yrs ago
- Next accounts due
- 31 December 2026in 66 days
- Confirmation statement due
- 24 January 2027in 90 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
- Total Exemption Full
- Size band
- MicroCompanies Act thresholds
05
Financials
£61k
+51%vs Mar 2024Not reported
4
No changevs Mar 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 March 2025 | £387k | £61k | £549k | — | — | — | 4 |
| 31 March 2024 | £318k | £40k | £486k | — | — | — | 4 |
Cash per employee£15kCash ÷ 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 £386,540 at 31 March 2025
- Net assets up 10% or more on the prior period+21.7% vs prior period
- Cash at bank of £50,000 or moreCash £60,570
- Incorporated five or more years agoIncorporated 10 January 2020
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 90 days
- Next accounts duein 66 days
- Accounts period endNet assets £387k · small accounts
- Accounts period endNet assets £318k · small accounts
- Incorporated
08
Similar companies in the UK
- BEAUFORT FINANCIAL (FORTH VALLEY) LTDFalkirk · inc. Jan 2020
- SHAUN HARVEY MORTGAGES LTDFalmouth · inc. Jan 2020
- AYLA MORTGAGES LTDRingwood · inc. Jan 2020
- ASPIRATIONAL FINANCIAL PLANNING LIMITEDHigh Wycombe · inc. Jan 2020
- YELLOW FINANCIAL SERVICES LTDBoston · inc. Jan 2020
- MICHAEL KYLE WEALTH MANAGEMENT LIMITEDBishop Auckland · inc. Jan 2020
All companies incorporated on 10 January 2020 · in Jan 2020.
09
Reminders for PROSPERITAS WEALTH PLANNING LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.