£216k
+22%vs Aug 2024Active12796142Private limited companyScunthorpe
TORTOISE FINANCIAL PLANNING LTD
Significant control: Susan Mary Stocks (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From public filings as at 31 Aug 2026; may contain errors or be out of date.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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01
Summary
TORTOISE FINANCIAL PLANNING LTD is an active private limited company (company number 12796142) incorporated on 6 August 2020, registered in Scunthorpe. Its registered activity is financial management (SIC 70221). Latest micro accounts cover the period ending 31 August 2025, showing net assets of £216k, 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 rose 22% on the prior period (£176k).
Peer position · net assets
By net assets it sits in the top quarter of 198 comparable companies in Sheffield (median £8,977, upper quartile £55k).
02
Ownership and control
- Mrs Susan Mary Stocks
- owns 75–100% of shares
- Mr Paul Stocks
- 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. Directors and secretaries: see the officers list at Companies House.
03
Key dates
- Incorporated
- 6 August 20206 yrs ago
- Next accounts due
- 31 May 2027in 218 days
- Confirmation statement due
- 20 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 70221
- Financial management
- Accounts type
- Micro Entity
- Size band
- MicroCompanies Act thresholds
05
Financials
Not reported
Not disclosed
1
−50%vs Aug 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 August 2025 | £216k | — | — | — | — | — | 1 |
| 31 August 2024 | £176k | — | — | — | — | — | 2 |
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 £215,840 at 31 August 2025
- Net assets up 10% or more on the prior period+22.3% vs prior period
- Incorporated five or more years agoIncorporated 6 August 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 299 days
- Next accounts duein 218 days
- Accounts period endNet assets £216k · micro accounts
- Accounts period endNet assets £176k · micro accounts
- Incorporated
08
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- IVOLVE CARE MANAGEMENT (HEATHCOTES) LIMITEDChesterfield · inc. Jul 2020
- PKJ FINANCIALS LTDGrimsby · inc. Sept 2020
- COMPASS20 LTDSheffield · inc. Sept 2020
- IVOLVE CARE MANAGEMENT (NEW DIRECTIONS) LIMITEDChesterfield · inc. Jun 2020
All companies incorporated on 6 August 2020 · in Aug 2020.
09
Reminders for TORTOISE FINANCIAL PLANNING LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.