£244
+85%vs Apr 2025Active12971313Private limited companyMilton Keynes
WHITELEAF FINANCIAL PLANNING LTD
Significant control: Robert Charles White (25–50%), Lara Jane White (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From public filings as at 31 Aug 2026; may contain errors or be out of date.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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01
Summary
WHITELEAF FINANCIAL PLANNING LTD is an active private limited company (company number 12971313) incorporated on 23 October 2020, registered in Milton Keynes. Its registered activity is financial management (SIC 70221). Latest small accounts cover the period ending 30 April 2026, showing net assets of £244 and cash of £24k, with 2 employees on average. Net assets rose 85% on the prior period (£132). Across the last 3 periods on record the net-asset trend is volatile.
Peer position · net assets
By net assets it sits in the lower half of 88 comparable companies in Milton Keynes (median £8,503, upper quartile £66k).
02
Ownership and control
- Mr Robert Charles White
- owns 25–50% of shares
- holds 25–50% of voting rights
- can appoint or remove directors
- Mrs Lara Jane White
- owns 25–50% of shares
- holds 25–50% 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
- 23 October 20206 yrs ago
- Next accounts due
- 30 January 2028in 461 days
- Confirmation statement due
- 6 November 2026in 11 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
- Total Exemption Full
- Size band
- MicroCompanies Act thresholds
05
Financials
£24k
−58%vs Apr 2025Not reported
2
No changevs Apr 2025| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 30 April 2026 | £244 | £24k | £129 | — | — | — | 2 |
| 30 April 2025 | £132 | £56k | £1,037 | — | — | — | 2 |
| 30 April 2024 | £26k | £55k | £1,223 | — | — | — | 1 |
Cash per employee£12kCash ÷ 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 £244 at 30 April 2026
- Net assets up 10% or more on the prior period+84.8% vs prior period
- Three or more accounting periods on record3 periods on record
- Incorporated five or more years agoIncorporated 23 October 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
- Next accounts duein 461 days
- Confirmation statement duein 11 days
- Accounts period endNet assets £244 · small accounts
- Accounts period endNet assets £132 · small accounts
- Accounts period endNet assets £26k · small accounts
- Incorporated
08
Similar companies in Milton Keynes
- TRELAWNY WEALTH MANAGEMENT LTDBedford · inc. Nov 2020
- LAMPORT CONSULTING LIMITEDBuckingham · inc. Oct 2020
- MAITLAND JAMES LIMITEDBuckingham · inc. Dec 2020
- MBW WEALTH MANAGEMENT LTDMilton Keynes · inc. Aug 2020
- SIX ARROWS CONSULTANCY LIMITEDMilton Keynes · inc. Jan 2021
- AHIMSA ESYA CAPITAL MANAGEMENT LIMITEDMilton Keynes · inc. Jul 2020
All companies incorporated on 23 October 2020 · in Oct 2020.
09
Reminders for WHITELEAF FINANCIAL PLANNING LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.