£355k
+23%vs Sept 2024ActiveSC360356Private limited companyEdinburgh
STEPHEN WALTERS (FINANCIAL PLANNING) LIMITED
Significant control: Stephen Mark Verrall Walters (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From public filings as at 31 Aug 2026; may contain errors or be out of date.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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Registered activity: Activities auxiliary to financial intermediation n.e.c. (SIC 66190). We’re building product and service lists for UK companies. Get this one when it’s ready.
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01
Summary
STEPHEN WALTERS (FINANCIAL PLANNING) LIMITED is an active private limited company (company number SC360356) incorporated on 28 May 2009, registered in Edinburgh. Its registered activity is activities auxiliary to financial intermediation n.e.c. (SIC 66190). Latest small accounts cover the period ending 30 September 2025, showing net assets of £355k and cash of £47k, with 2 employees on average. Net assets rose 23% on the prior period (£290k).
Peer position · net assets
By net assets it sits in the top quarter of 60 comparable companies in Edinburgh (median £6,277, upper quartile £32k).
02
Ownership and control
- Mr Stephen Mark Verrall Walters
- 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
- 28 May 200917 yrs ago
- Next accounts due
- 30 June 2027in 245 days
- Confirmation statement due
- 11 June 2027in 226 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 66190
- Activities auxiliary to financial intermediation n.e.c.
- SIC 66290
- Other activities auxiliary to insurance and pension funding
- Accounts type
- Total Exemption Full
- Size band
- MicroCompanies Act thresholds
05
Financials
£47k
−83%vs Sept 2024Not reported
2
No changevs Sept 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 30 September 2025 | £355k | £47k | £31k | £27k | — | — | 2 |
| 30 September 2024 | £290k | £282k | £29k | £24k | — | — | 2 |
Current ratio2.88Current assets ÷ creditors within one year
Cash per employee£23kCash ÷ 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 £355,084 at 30 September 2025
- Net assets up 10% or more on the prior period+22.6% vs prior period
- Current assets at least 1.5× creditors within one yearCurrent ratio 2.88
- Incorporated five or more years agoIncorporated 28 May 2009
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 245 days
- Confirmation statement duein 226 days
- Accounts period endNet assets £355k · small accounts
- Accounts period endNet assets £290k · small accounts
- Incorporated
08
Similar companies in Edinburgh
- ABRDN PORTFOLIO INVESTMENTS LIMITEDEdinburgh · inc. May 2009
- ALPHA WEALTH LIMITEDEdinburgh · inc. Mar 2009
- ESPRIT CAPITAL III FOUNDER GP LIMITEDEdinburgh · inc. Dec 2008
- CAPITAL FINANCIAL PARTNERS LTD.Edinburgh · inc. Jun 2010
- TOWER PENSION TRUSTEES (S-B) LIMITEDEdinburgh · inc. Apr 2008
- SLIF PROPERTY INVESTMENT GP LIMITEDEdinburgh · inc. Nov 2010
All companies incorporated on 28 May 2009 · in May 2009.
09
Reminders for STEPHEN WALTERS (FINANCIAL PLANNING) LIMITED
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.