£213k
+5%vs Mar 2025ActiveSC374024Private limited companyMelrose
BELL FINANCIAL PLANNING LIMITED
Significant control: Robert James Bell (50–75%), Sandra Jane Bell (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From public filings as at 31 Aug 2026; may contain errors or be out of date.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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Registered activity: Activities of insurance agents and brokers (SIC 66220). We’re building product and service lists for UK companies. Get this one when it’s ready.
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01
Summary
BELL FINANCIAL PLANNING LIMITED is an active private limited company (company number SC374024) incorporated on 3 March 2010, registered in Melrose. Its registered activity is activities of insurance agents and brokers (SIC 66220). Latest micro accounts cover the period ending 31 March 2026, showing net assets of £213k, with 5 employees on average. As micro-entity accounts, no profit and loss account is filed, so turnover and profit are not public. Net assets rose 5% on the prior period (£203k).
Peer position · net assets
By net assets it sits in the top quarter of 676 comparable companies in Other (median £17k, upper quartile £76k).
02
Ownership and control
- Mr Robert James Bell
- owns 50–75% of shares
- holds 50–75% of voting rights
- can appoint or remove directors
- Mrs Sandra Jane Bell
- 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
- 3 March 201016 yrs ago
- Next accounts due
- 31 December 2027in 429 days
- Confirmation statement due
- 17 March 2027in 140 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 66220
- Activities of insurance agents and brokers
- Accounts type
- Micro Entity
- Size band
- MicroCompanies Act thresholds
05
Financials
Not reported
Not disclosed
5
+25%vs Mar 2025| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 March 2026 | £213k | — | — | £78k | — | — | 5 |
| 31 March 2025 | £203k | — | — | £50k | — | — | 4 |
Current ratio2.5Current assets ÷ creditors within one year
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 £213,320 at 31 March 2026
- Current assets at least 1.5× creditors within one yearCurrent ratio 2.5
- Incorporated five or more years agoIncorporated 3 March 2010
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 429 days
- Confirmation statement duein 140 days
- Accounts period endNet assets £213k · micro accounts
- Accounts period endNet assets £203k · micro accounts
- Incorporated
08
Similar companies in the UK
- G K D SHEPHERDS LIMITEDAyr · inc. Feb 2010
- TURNER FINANCIAL SERVICES SOUTH WEST LTDBodmin · inc. Feb 2010
- ARMSTRONG WATSON FINANCIAL PLANNING LTDCarlisle · inc. Mar 2010
- THE MEDICAL INSURANCE ADVISORY BUREAU LIMITEDTaunton · inc. Apr 2010
- HOME FINANCE ADVICE DIRECT LIMITEDNorwich · inc. Apr 2010
- JENSTEN INSURANCE BROKERS (EAST) LIMITEDNorwich · inc. Jan 2010
All companies incorporated on 3 March 2010 · in Mar 2010.
09
Reminders for BELL FINANCIAL PLANNING LIMITED
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.