£34k
+4%vs Jun 2024ActiveSC222052Private limited companyGlasgow
AFFINITY FINANCIAL PLANNING LIMITED
Significant control: Adrian Donald Meehan (25–50%), Thomas Ward (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From public filings as at 31 Aug 2026; may contain errors or be out of date.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
AFFINITY FINANCIAL PLANNING LIMITED is an active private limited company (company number SC222052) incorporated on 9 August 2001, registered in Glasgow. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest small accounts cover the period ending 30 June 2025, showing net assets of £34k and cash of £107k, with 3 employees on average. Net assets rose 4% on the prior period (£33k).
Peer position · net assets
By net assets it sits in the upper half of 331 comparable companies in Glasgow (median £12k, upper quartile £104k).
02
Ownership and control
- Adrian Donald Meehan
- owns 25–50% of shares
- holds 25–50% of voting rights
- has significant influence or control
- Mr Thomas Ward
- owns 25–50% of shares
- holds 25–50% of voting rights
- has significant influence or control
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
- 9 August 200125 yrs ago
- Next accounts due
- 30 March 2027in 157 days
- Confirmation statement due
- 23 August 2027in 303 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
£107k
+21%vs Jun 2024Not reported
3
No changevs Jun 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 30 June 2025 | £34k | £107k | £5,885 | £79k | — | — | 3 |
| 30 June 2024 | £33k | £88k | £6,541 | £62k | — | — | 3 |
Current ratio1.43Current assets ÷ creditors within one year
Cash per employee£36kCash ÷ 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 £34,430 at 30 June 2025
- Cash at bank of £50,000 or moreCash £107,215
- Incorporated five or more years agoIncorporated 9 August 2001
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 303 days
- Next accounts duein 157 days
- Accounts period endNet assets £34k · small accounts
- Accounts period endNet assets £33k · small accounts
- Incorporated
08
Similar companies in Glasgow
- INDEPENDENT FIRST LIMITEDPaisley · inc. Jul 2001
- FMD FINANCIAL SERVICES LIMITEDGlasgow · inc. Jul 2001
- INVESTAX LIMITEDGlasgow · inc. Sept 2001
- ADVANTA DIRECT LTDGlasgow · inc. Sept 2001
- RIVERPARK INVESTMENT & FINANCIAL CONSULTANTS LTD.Glasgow · inc. Jun 2001
- MONEY MATTERS MONEY ADVICE CENTREGlasgow · inc. May 2001
All companies incorporated on 9 August 2001 · in Aug 2001.
09
Reminders for AFFINITY FINANCIAL PLANNING LIMITED
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.